The healthcare sector is witnessing a fresh round of optimism following policy changes that could improve margins for hospital companies. According to Amnish Aggarwal from Prabhudas Lilladher, “latest development actually gives more leeway to all the hospital companies for charging more when the treatment is through government pensions or government schemes. Now, the margins will … Read more
The Indian FMCG sector is poised for a gradual recovery, although the immediate impact of GST rationalization may keep volume growth modest in the short term. Market expert Abneesh Roy from Nuvama Institutional Equities shared his insights on how the recent policy changes and festive demand are expected to shape the industry. Roy said, “We … Read more
“So, net-net, overall, things are getting better incrementally for the market and we are seeing that once this pullback is done, we should see another round of rally coming up in the market,” says Rahul Sharma, JM Financial Services.Give us a sense of the kind of levels that you are spotting for the Nifty as … Read more
Minister P. Rajeev inaugurating session with representatives from multinational companies in the FMCG sector in Kochi. | Photo Credit: Special Arrangement The government will help develop retail sales sector in different regions in the State and efforts are being made to attract more FMCG producers to the State, Industries Minister P. Rajeeve has said. He … Read more
“The situation was never as good in the Indian aviation market as it is today because there are effectively only two large players, Vistara Air India combined and InterGlobe Aviation,” says Sandip Sabharwal, asksandipsabharwal.com.Let us get stock specific then and get in your take on the entire chemical sector, brokerages are of the view that … Read more
“Few percentage point here and there does not matter as much as certainty does. So, outcome after elections, a good budget, both would have a positive impact,” says Prateek Agrawal, MD & CEO, Motilal Oswal Asset Management Company. I am looking at the market positioning, what FIIs have done, what DIIs have done, what the … Read more
On Sunday afternoons in April 2020, 27-year-old Ashima Dhawan stealthily took driving lessons within her apartment complex on Madh Island in Mumbai. A nationwide lockdown was on to contain the spread of coronavirus, and asking a friend to teach her to drive was Dhawan’s way of coping with the isolation. She soon bought a Maruti … Read more