“I would say that maybe the worst is over unless there is additional bad news and certainly, investors should raise their exposure to equities,” says Dipan Mehta, Director, Elixir Equities. When everybody was, in a sense, worried about FII flows, what will happen to Donald Trump, what will happen to dollar index, markets have bottomed … Read more
“We believe from here on there would not be major gains, all the profit booking by FII that we have seen in the past six months, the intensity will cool off from here on,” says Rahul Veera, Nippon India AIF.So many moving parts within the globe. Help us analyse where the entire emerging market versus … Read more
“The problem is if a look at Nifty 50 index as an example, it is looking reasonable given the fact that you have a large number of companies in the Nifty 50 index and those companies have a fairly large weight in terms of contribution to profits of the Nifty 50 index,” says Sanjeev Prasad, … Read more
“So, my sense is that if you look for delta change or if you look for trend change, on the margins, things are improving and in the background our markets have corrected a lot, so they are not as expensive as they used to be,” says Aashish Somaiyaa, CEO, WhiteOak Capital AMC.The narrative in the … Read more
“I think investors are beginning to understand that there are cheaper alternatives which give them similar growth profile, similar earnings growth profile in the medium term but available at far lower valuations,” says Manishi Raychaudhuri, Veteran Investor In Asian Equities. They say that if you are a long-term bull, ETF is the best and the … Read more
“So, certainly that pressure is on as far as the market is concerned. The larger part of the delivery volume gets reflected when we see the data, but the F&O volume is not showing the data where we believe that large FPIs are basically shorting the counters on that side of the market and gradually … Read more
“The growth should continue as far as Zomato is concerned. And after the consolidation, the stock can be accumulated and for a longer-term investor it is still a good investment,” says Neeraj Dewan, Market Expert.Just wanted to begin by discussing the latest news flow coming in on Zomato. There is a bit of a bull … Read more
“And if you look at the expectation and the probabilities of further rate cuts in the US, there is only an expectation of another 25 basis points cut in the next six months,” says Punita Kumar Sinha, Pacific Paradigm Advisors.A very interesting point that you made there that a couple of these MNCs now are … Read more
“If you see our largecap at index level has given around 15% returns on a five-year CAGR, while smallcap and midcaps have given almost double the returns,” says Sumit Bhatnagar, Fund Manager, LIC MF.Tell us your own assessment of how 2025 is likely to be. Do you think it is going to be much different … Read more
“So, spending is down 35% year-on-year or compared to what was budgeted and I think that is causing a little bit of a slowdown in the economy, apart from other reasons,” says Hiren Ved, CEO, Director & CIO, Alchemy Capital. Ayesha Faridi: I remember the last time you were in the studios, you were talking … Read more