Mahantesh Sabarad, Independent Market Expert, says the market expects a continuation of the government and better monsoon forecast. If these two things happen, there will be solid earnings growth. We might expect a little bit of moderation in valuation, but the market momentum will not get disturbed and will not see a great fall. We … Read more
“They are shrugging off the risk related to the election event. Probably they have taken a view about what is likely to be the direction for the markets ahead in terms of a positive direction and that is why we are seeing the Nifty reaching a new record level this week,” says Mahantesh Sabarad, Independent … Read more
“You will notice that in India the 10-year bond yields have kind of softened. Six months ago, the bond yield was somewhere around 7.3%, 7.28%; now it is just about 7%, a little shade below 7%,” says Mahantesh Sabarad, Independent Market Expert. We have seen the Nifty in consolidation phase. 18,700 was a crucial resistance … Read more
“On the deposit front, there is indeed a worry that the deposit growth generally has been very weak for most of the banks and perhaps that has been attributable to the fact that we had hit very low interest rates during the COVID period which was born out of the RBI sharply cutting interest rates,” … Read more
“You can take any measure of that real inflation rate, it can be linked to the central bank’s rate versus the bond yields, it can be 10-year bond yield or you take any other measure we are just about going to hit the positive territory when it come to the interest rates,” says Mahantesh Sabarad, … Read more
So long-term investors in Vedanta, it is time to switch over to a better stock, says Mahantesh Sabarad, head of retail research at SBICAP Securities. On Vedanta delistingI do not belong to the camp that says that the delisting price will be somewhere around Rs 175-190. It is very clear even from the current book … Read more