“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