There will be more opportunities for the ARCs and stressed asset funds to do more deals and acquire more assets. They can provide last mile capital and there will be more acquisitions, says MD & CEO Rajkumar Bansal. We are getting reports that there has been a sharp recovery as far as your business is … Read more
We did see a setback in between for a couple of months but we are back with a bang and we are starting to build our rural distribution even further, says Varun Berry, MD. You managed to outperform your peers in Q4, you have managed to do so in Q1 as well. In fact, you … Read more
We remain positive on the Indian private sector banks, particularly the retail lending private sector banks and not so much on the retail lending NBFCs, says the Asia-Pacific Head of Equity Research and Asian Equity Strategist, BNP Paribas. It has been a one-way move up for markets, not just back home in India but globally … Read more
Mumbai: The sentiment in the market was upbeat last week, as June quarter earnings surprised investors, and hopes of a vaccine kept global markets firm. Even as the frontline indices logged gains for the fifth straight week, the market breadth was weak with only 202 of BSE 500 stocks registering gains in the week. IT … Read more
Some of the stronger companies may see a faster growth trajectory compared to even pre-Covid levels, says Chandresh Kumar Nigam, MD & CEO, Axis AMC. What is your perspective on the kind of rally that we are seeing? We are now seeing broader participation. Some key trends are emerging from the recovery over the March … Read more
We are moving from a V-shaped recovery or the easy money, early gains to something that looks more like a U-shaped recovery, says Chairman & Chief Investment Officer, Hugh Johnson Advisors. In the last two months, we have seen the stocks making great moves despite a lot of uncertainty. Where do we go from here … Read more