“IT services, manufacturing and auto ancillaries are the three themes that we are adding in portfolios. These which can really show robust earnings growth in coming years and possibly because of attractive valuations, could be great alpha generating opportunities,” says Aishvarya Dadheech, Director & Fund Management, Ambit Asset Management I remember a very good call … Read more
“Temporarily, some of the corporates which used to borrow in the bond markets, are now actually finding it cheaper to borrow from the banking system because thanks to bond repricing, bond market interest rates have gone up much faster compared to the banks which are linked to the repo rate and the MCLR,” says Mihir … Read more
“With Indian markets being relatively insulated from global uncertainty, the domestic markets are trading at relatively higher valuations as compared to its EM peers,” says Reshma Banda, Head-Equity & Executive VP, Bajaj Allianz Life Insurance.In an interview with ETMarkets, Banda, said: “The long-term India growth story remains intact and from a macro perspective India remains … Read more
“Allocate 35-40 % in banks, 15% in midcap software, 15 % in auto, 15% in profitable platform companies and 10% in new age digital companies,” says Dipan Mehta – Founder Director at Elixir Equities Pvt. Ltd.In an interview with ETMarkets, Mehta, said: “Banks, as this is the golden period for them with decent demand for … Read more
For us, this culture about having low NPA is a fetish. Our trip in life is our gross NPA should never cross 2%, our net NPA should never cross 1%. We are working to that formula, says V Vaidyanathan, MD & CEO, You kept on working towards taking IDFC or Capital First to be an … Read more
“Interest rate hikes by the global central banks have strengthened fears of recession while inflation still remains high in the global economy,” said Ravi Singh, Vice President and Head of Research, ShareIndia. In an interview with ETMarkets.com, Singh said he is highly bullish on the auto sector and his top picks are , , and … Read more
“There is no Diet Coke employment; you cannot have the taste without the calories. If you want to work for a big company, have the predictability, have the security, have the community. You want to freelance, you are welcome to have the flexibility, you are welcome to have the uncertainty but then do not expect … Read more
“For the coming weeks, 16900 – 17200 might be a strong hurdle since they are the 50% and 61.8% retracement level of the entire fall from 18100 to 15700,” says Mehul Kothari, AVP – Technical Research, Anand Rathi Shares & Stock Brokers. In an interview with ETMarkets, Kothari said: “The immediate support is placed at … Read more