“It is a very-very good liquidity provision they have done. Now, followed up with another repo rate cut and changing the stance from neutral to accommodative and clearly directionally telling that we are pro-growth now,” says Sanjay H Parekh, Sohum Asset Managers.The verdict is out. If you look at the RBI stance, there is a … 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
“There has been some pickup, whether in GDP numbers, in earnings growth, or in top line or something for it to get some trigger or some reason to be bullish about or to add on to what the current holding is, so that is what the whole situation is,” says Aman Chowhan, Abakkus Asset Manager.Let … Read more
“RBI certainly has a very strong balance sheet and balance of payment situation is also very good. Corporate balance sheet has the lowest leverage. Banking balance sheet is best ever,” says Sanjay H Parekh, Sohum Asset Managers.How are you looking at the markets at this juncture post the sharp selloff that we have seen in … Read more
“There should be an alternate vendor that can support you, even if at higher prices or higher cost. So, I think that is where the Indian players come in. Remember, last we checked, Indian API exports were around $4 billion and that number compares to China’s API exports of roughly $40 billion,” says Aditya Khemka, … Read more
Hyderabad: Pulsus Group plans to set up an AI-based pharma healthcare IT hub at Ameenpur in Sangareddy district of Telangana at an estimated cost of Rs 300 crore and a potential to create around 50,000 jobs. Announcing this at the inaugural day of the 73rd Indian Pharmaceutical Congress here on Friday, Pulsus Group CEO & … Read more
“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 do not think the market is bracing for any kind of negative surprise at this point of time. And we do think that given the earnings that we have seen so far and the fact that we have underperformed US markets, there is a scope for some sort of an outperformance once the event … Read more
As the results for the Oct-Dec quarter are unveiled, insights from management commentaries across various sectors provide valuable indicators of the Indian economy’s health. Businesses serve as the backbone of the economy, and their performance reflects the overall economic landscape. By examining key sectors and their respective performances, we aim to share a comprehensive overview … Read more
Anshul Saigal, Founder, Saigal Capital, says “one should really focus on bottom-up opportunities, not worry about the market levels, market direction. As long as we have got good companies at reasonable valuations in our portfolios, over the long term, we will be very well-placed. And there is a lot of money to be made in … Read more