Pratik Gupta

Avoiding chemicals and cement stocks; new-age consumption stocks long-term bets: Pratik Gupta

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Avoiding chemicals and cement stocks; new-age consumption stocks long-term bets: Pratik Gupta

Pratik Gupta, CEO and Co-Head, Institutional Equities, Kotak Securities, says Indian markets anticipate a stronger second half, fueled by the festive season and favorable monsoons, particularly benefiting rural demand. However, high valuations in consumer companies raise concerns. Consumer tech leaders like Nykaa and Honasa show promise for long-term growth, despite near-term challenges. Cement faces capacity … Read more

Foreign investors continue to show confidence in India despite global uncertainty: Pratik Gupta

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Foreign investors continue to show confidence in India despite global uncertainty: Pratik Gupta

“The management commentary across the board is by and large still somewhat weakish to at best neutral in most cases. So, we still are not really in a good news environment. The good news would be when I guess earnings really start delivering and you start seeing good earnings growth coming through,” says Pratik Gupta, … Read more

High quality opportunities available to play India’s domestic growth story: Pratik Gupta

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High quality opportunities available to play India’s domestic growth story: Pratik Gupta

“Stick with the companies where the balance sheet quality is very good and there are honestly both large caps as well as some small midcaps which are niche city-centric players like in Bangalore etc. which are quite decent and where the sales growth is still going on quite well. And at least over there in … Read more