Sanjay H Parekh

Market in a phase of time correction; recovery to be gradual: Sanjay H Parekh

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Market in a phase of time correction; recovery to be gradual: Sanjay H Parekh

“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

Earnings weakness to persist through Q3, but strong balance sheets set India up for 2025 growth: Sanjay H Parekh

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Earnings weakness to persist through Q3, but strong balance sheets set India up for 2025 growth: Sanjay H Parekh

“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