Deepak Shenoy, Founder, Capital Mind, says their investment theme continues to be a stronger India going forward. He expects a lot of good things to happen in defence, in manufacturing, and even in the consumer durables sector as also in financialisation where growth continues unabated. In consumption, the emphasis will shift from staples to durable … Read more
Rajesh Jejurikar, ED & CEO, Auto & Farm Sector, M&M, explains how M&M beat the industry on both SUV and tractor segments. In SUVs they have 23% revenue market share and in tractors, they have 44% market share. In SUVs, there have been five successful launches over the past five years. The first significant launch … Read more
Dinesh Kumar Khara, Former Chairman, SBI, says where banks have primarily adopted the repo rate as their external benchmark, there will be the quickest transmission of changes. However, they may not be able to adjust their deposit rates immediately, as such adjustments typically occur with a delay. In contrast, if the loan portfolio is linked … Read more
Amit Syngle, MD & CEO, Asian Paints, says many paint companies are facing mixed impact from new market entrants. Some newcomers are thriving and others are struggling. The lower end of the market has declined, reflecting a shift in market share rather than a single company’s issues. Competition remains fierce and is expected to continue. … Read more
Prashant Khemka, Founder, White Oak Capital Management, says since the central election, there has been a noticeable shift in how cyclical stocks perform compared to defensive or consumer stocks. This Budget may strengthen that trend. Khemka does not expect any significant underperformance from specific sectors, but the strong performance of cyclical stocks over defensive or … Read more
Swaminathan Aiyar, Consulting Editor, ET Now discusses the coming Budget with Maneesh Dangi of Macro Mosaic Investing. Aiyar says there is a major change happening from manufacturing to services, and he doesn’t understand why there is so much resistance to it. The growth in services seems to have benefited economies overall. Coming to the US, … Read more
Seth R Freeman of GlassRatner Advisory & Capital Group, says yesterday showed some reaction to serious worries about Trump’s tariff plans. It’s still not clear which tariffs will be put in place immediately. He isn’t starting them with China just yet. Instead, he is using the threat of tariffs to pressure Colombia into taking back … Read more
V Vaidyanathan, MD & CEO, IDFC First Bank, says the bank has launched several business lines, including cash and wealth management, which are vital for the bank’s future growth. These investments will generate returns. As they aim for profit, he expects the cost-to-income ratio to improve over the next four to five years. Currently, IDFC … Read more
Upasna Bhardwaj, Chief Economist, Kotak Mahindra Bank, says she is looking at the rupee shifting towards 87-87.50 range against the dollar. She is generally pessimistic about the GDP figures for the full year. Bhardwaj estimates it to be 6.1% for FY25, and next year also brings many uncertainties. Kotak Bank expects the number to be … Read more
Hiren Ved, Director & CIO, Alchemy Capital, says EMS is a rapidly growing field, reminiscent of the boom in IT services, with many companies thriving on abundant opportunities. In manufacturing, Dixon leads with a $2 billion valuation in the $70-80 billion power T&D and electronic manufacturing market, suggesting potential for several firms to reach $4-6 … Read more