“Our overall sense is that largely the bullish bias which we were carrying prior to election outcome remains intact. The only challenge what probably we need to sort of look at the element of populism which might come by and if the quantum is not so high, then overall directionally things are going to remain … Read more
“I think rate cut, again expectations have been also sort of pushed beyond because we do not expect the US Fed to sort of cut rates because that will sort of put pressure on the currency,” says Pankaj Pandey, Head Research, ICICIdirect.com.What is the market expecting from the RBI policy, a status quo and I … Read more
“So not major challenges we see from earnings growth perspective given the fact that most of the bigger sectors, especially banking are sort of firing all cylinders,” says Pankaj Pandey, Head Research, ICICIdirect.com.While everything is looking good, Nifty is up 10% from the recent low, Bank Nifty double digit gains. Are you a bit surprised … Read more