Tariffs will positively impact India; pharma, metals attractive sectors: Anshul Saigal

Tariffs will positively impact India; pharma, metals attractive sectors: Anshul Saigal

Anshul Saigal, Founder, Saigal Capital, believes that tariffs will positively impact India, creating a buying opportunity after initial volatility. Significant value remains in the market, particularly in companies benefiting from volume and price increases, and those currently undervalued. Pharma, especially CDMO, and metals are identified as attractive sectors, while tech, despite its potential, is currently … Read more

Wipro focusing on 5 key strategic initiatives to drive growth, says CEO Srini Pallia

Wipro focusing on 5 key strategic initiatives to drive growth, says CEO Srini Pallia

Srini Pallia, CEO, Aparna Iyer, CFO, and Saurabh Govil, CHRO, Wipro, in conversation with ET Now. Pallia says the company is doubling down on its five key strategic priorities, including targeting large accounts in priority sectors and markets, and building on large deals. A significant focus is on developing industry and cross-industry solutions powered by … Read more

Trump will claim victory in the next couple of weeks and then reverse the policies he has introduced: Ramesh Damani

Trump will claim victory in the next couple of weeks and then reverse the policies he has introduced: Ramesh Damani

Ramesh Damani, Member, BSE, says like Lyndon Johnson on Vietnam, Donald Trump will just declare victory in the next couple of weeks and then change all the policies that he has introduced, saying that, oh, my policies have been achieved, everyone has come to the negotiating table, everyone is scared of America. He will declare … Read more

GAIL’s Rs 20 hike in tariff will translate to Rs 3,400 crore per annum: Sandeep Kumar Gupta

GAIL’s Rs 20 hike in tariff will translate to Rs 3,400 crore per annum: Sandeep Kumar Gupta

Sandeep Kumar Gupta, CMD, GAIL (India), says the Rs 20 increase in tariff which they have filed will translate to Rs 3,400 crore per annum and they are very hopeful that at least two elements out of this, – Rs 1,200 crore for true up-of-the-system use gas cost and about Rs 800 crore due to … Read more

By 2030, Akasa will be among 30 largest global airlines by fleet size; may grab 15% India market share in 5-7 years: Vinay Dube

By 2030, Akasa will be among 30 largest global airlines by fleet size; may grab 15% India market share in 5-7 years: Vinay Dube

Vinay Dube, Founder & CEO, Akasa Air, says given the small base, Akasa grew 300%, the previous financial year over 50%, this financial year. These kinds of numbers will continue for the next couple of years. The airline has ordered another 199 aircraft and with the existing fleet, there will be about 226 aircraft over … Read more

US markets have topped; in medium term, it is good for EMs like China, Mexico: Adrian Mowat

US markets have topped; in medium term, it is good for EMs like China, Mexico: Adrian Mowat

Adrian Mowat, EM-Equity Strategist, says he believes the US markets have topped out and they are going to struggle to make much progress this year. It is a good thing in the medium term, but we obviously have to deal with a lot of news flow around the US trade policy, around events in Russia … Read more

PB Fintech is the incubator, the catalyst, not the eventual owner of the healthcare project: Yashish Dahiya

PB Fintech is the incubator, the catalyst, not the eventual owner of the healthcare project: Yashish Dahiya

PB Fintech Ltd., the parent entity of insurance brokerage firm Policybazar proposes to infuse Rs 696 crore in its subsidiary PB Healthcare Services in the next financial year to grow its business. The decision was taken by the Board of Directors of PB Fintech.According to a regulatory filing, PB Fintech would be holding up to … Read more

Manage your risk, choose stocks carefully, but stay invested: Devina Mehra

Manage your risk, choose stocks carefully, but stay invested: Devina Mehra

Devina Mehra, Founder & CMD, First Global, says when there is fear, anxiety and uncertainty, that is when the next period returns are above normal. When everything looks very good and as was the case in 2024, when people were saying, “I am conservative and I want only 35% compounding”, that is when the next … Read more