“While there is an impact of tariffs, we can be on our own in our own capacity and then that is something which we need to realise that our cars can be consumed by our own people,” says Swarup Mohanty, VC & CEO, Mirae Asset Investment Managers. So, much work goes on behind what you … Read more
“Yes, PSU, the problem is PSU. As I keep saying again and again, as a consumer do I go to bank with the nationalised bank, I do not think most of us do,” says Ajay Srivastava, CEO, Dimensions Corporate. I do a word cloud of our today’s interaction. You have really emphasised on three words … Read more
“So, if you look back in my own, in the investment style, maybe at any point of time you take a conservative call, therefore you remain underinvested in assets which has got a long-term compounding from a wealth creation point of view. Wealth is not the only one that one should target,” says A Balasubramanian, … Read more
“All this will take away the focus of the company from its core lending and borrowing business and instead focus on fixing the house. So, growth and operations is a casualty,” says Chakri Lokapriya, CIO-Equities, LGT Wealth.What do you make of the market set up right now?Chakri Lokapriya: Clearly, with the US fiscal deficits turning … Read more
“I would think that the downsides could be limited for many of these companies given the fact that they are zero debt, most of them, and cash flow generating companies with a decent dividend yield, but the upside also is limited given the lack of visibility,” says Sandip Sabharwal, asksandipsabharwal.com.What is your take on the … Read more
“The best part about banks is that they have handled the entire tightening cycle very well in terms of managing NPA on their books. So, as the easing cycle plays out and because the book quality remains good, we will see better credit growth although margins get hit in the short term as the rate … Read more
“Going forward, if you look at on the domestic side, domestically the things do not change. There have been tax cuts, the capex spending has been going up and also the announcement on the monsoon has been on the positive side that this year we are going to have good rainfall. The domestic view remains … Read more
“We are only trying to navigate any short-term noise that may show up. So, wait for those because you will get dips along the way. Nothing is going to be one way and just use that as an opportunity,” says Rohit Srivastava, Founder, Strike Money Analytics & Indiacharts. For the last two sessions, Nifty has … Read more
“The new world initially was looking extremely uncertain, but I cannot say that uncertainty is still not there. Uncertainty is there, but the impact probably could be a bit might diluted. And second from India point of view, probably it is a great opportunity from India point of view,” says A Balasubramanian, MD & CEO, … Read more
“We are not out of the woods. Markets were oversold. We have had a rally. But I would not be surprised if we could have another leg down at some point in the markets,” says Punita Kumar Sinha, Pacific Paradigm Advisors. So, you think for the bulls, the smile is back and is the smile … Read more