“I think there is a growth in terms of volume, given the kind of appetite that people have for jewellery and also, we feel that you will see stable margins once there is a little bit of stability in the gold prices,” says Hemang Jani, Independent Market Expert.Now Goldman Sachs has come out with a … Read more
“I do not think the market is bracing for any kind of negative surprise at this point of time. And we do think that given the earnings that we have seen so far and the fact that we have underperformed US markets, there is a scope for some sort of an outperformance once the event … Read more
Hemang Jani, Independent Market Expert, says “our overall sense is that though we might see a little bit of sideways movement or a bit of a profit booking, the broad structure of the market remains good. We will have to do a little bit more hard work in terms of what are the pockets of … Read more
Hemang Jani, Independent Market Expert, says “the way TVS has responded to the EV threat and come out with various products, makes it look very compelling and it has been the best performing stock in the last about 12 months. But in terms of valuations, I still prefer a Bajaj or a Hero compared to … Read more
“We think that now we are entering into earnings season with this business update and particularly the banking sector should do well, both PSU and private banks,” says Hemang Jani, Equity Strategist & Senior Group VP, MOFSL. Well, a slew of Q4 updates have come in from the banking and the NBFC sector. Let us … Read more
“Incrementally, things are not looking positive for Bajaj Auto because 40-45% of their revenue is still coming from exports market and you have some headwinds and we have seen that the production cut has been announced,” says Hemang Jani, MOFSL What is your take on the Adani Group as a whole and if at all … Read more
The larger question here is that do people believe that the business model of , the digital payment bank and do they have the execution capability to turn it around using the underlying data base to sell loan products, to sell wealth brokerage, mutual funds so on and so forth says Hemang Jani, Equity Strategist … Read more
We continue to believe that rather than trying to buy on a valuation parameter, it is better to get into companies which are currently showing growth visibility and momentum, says Equity Strategist & Senior Group VP, MOFSL. Reliance is more of a platform company now but when it comes to telecom, it is safest to … Read more