Long & Short of Markets: Raamdeo Agrawal on value migration; Rahul Chadha on playing economic upcycle & more

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The Indian economy’s journey from $3 trillion to $5 trillion should happen on the back of credit intensity, says MOSL’s Raamdeo Agrawal. Being very bullish on banking space, the market veteran says, top 5 PSU and private banks may underwrite another Rs 110 lakh crore worth of credit going ahead, which is a huge opportunity. … Read more

Yet to see very big scalability in Reliance Jio and Retail over next 3-5 years: Emkay Investment

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Export-oriented businesses like pharma, CRAM and the specialty chemicals will have exceedingly good growth even in FY21. But in FY22 and FY23, we expect a lot of these businesses to have very nice EBITDA and bottom line growth, says Sachin Shah, Fund (Portfolio) manager, Emkay Investment Managers. Some of the top stocks in your portfolio … Read more