Anand Tandon, Independent Analyst, says insurance is a long-term business which continues to accumulate capital and therefore the ability to generate money out of it. Tandon considers it to be one of the core areas for growth and investments on a very long-term basis. Power generation companies with new facilities are poised for growth, unlike … Read more
” I think there is a longer-term challenge to the business. Near-term, of course, the deal gains have been fairly robust. So this year is going to be definitely a challenging year for the IT sector. I think the market has already realized that and has traded it down. What we are looking now is … Read more
To think that pharma can continue to go the same way, especially after the kind of steep rally it has seen, is being overly bullish, says the independent market expert. What is the sense that you are getting about where the markets are headed from here? The global market movement matters much more than what … Read more