Watch the interview of UR Bhat, Director of Dalton Capital Advisors with Prashant Nair and Ekta Batra of CNBC-TV18. He shared his readings and outlook on the market and on a few sectors.
Srivastava is adding portfolios of consumer and infrastructure. The latter will get a boost ahead of elections, he added.
Vinod Nair, Head of Research at Geojit Financial Services, gives us his take on the market right now and where one should ideally be investing.
In an interview to CNBC-TV18, Manish Wadhawan, MD & Head of Interest Rates at HSBC India spoke at length about bond market.
Trading of SGX Nifty futures on the Singapore stock exchange indicates that the Nifty could gain 33.5 points at the opening bell, says Maximus Securities.
Nifty Future is opening gap up by 31 points against yesterday's close of 10318 as indicated by SGX Nifty which is currently trading at 10349, says Dynamic Levels.
SP Tulsian believes the dip seen in Cement stock on back of news that Supreme Court has banned use of pet coke, should be used as a buying opportunity.
Meanwhile, in case of PSU banks, he said that they could lose market share despite recapitalisation.
Mukherjea expects the EPS growth rate of 14-15 percent in March 2019 on the back of sooner PSU recap and a resultant improvement in credit offtake.
In the short term, it is essential to look at individual stocks that offer superior value in terms of their valuation even at current market levels instead of looking at the headline indices.
Nifty Future is opening gap down by 10 points against Friday's close of 10298 as indicated by SGX Nifty which is currently trading at 10288, says Dynamic Levels.
Trading of SGX Nifty futures on the Singapore stock exchange indicates that the Nifty could lose 11.5 points at the opening bell, says Maximus Securities.
With a positive outlook on policy reforms and positive global cues coupled with decent Q2 earnings, it signed a strong uptrend momentum in upcoming session with marginal consolidation at a higher level.
The rating which has come after a gap of almost 13-years is a sentiment booster and positive for flows into equities and debt market
SP Tulsian of sptulsian.com said the rally was expected and probably Moody's upgrade came as a catalyst.
If one were to look at the underlying fundamentals then the market looks overvalued but currently they are driven by liquidity, which is still in place, said Gautam Chhaochharia, ED & Head-India Research, UBS.
Nivalis Partners’ Ayaz Motivala said that L&T Info will get incremental market share going ahead.
Recapitalisation would partly bridge the NPL provision gap and it would be concentrated more to the efficient and larger banks, Vishal Goyal, Head of Banks Research at UBS Securities India said,
Jhunjhunwala said he is confident the ruling government will win Gujarat elections.
Prakash Diwan Altamount Capital Management said till we are closer to Gujarat elections, we will have volatility in the market, which could lead to a sector churn.
In an interview to CNBC-TV18's Latha Venkatesh and Surabhi Upadhyay, Sunita Sachdev spoke about the current state of consumption stocks and their outlook going forward.
“Our view is that this sector will stop disappointing expectations. Valuations are reasonable now,” Gautam Chhaochharia, Head of India Research at UBS Securities told CNBC-TV18.
Nifty Future is opening gap up by 12 points against yesterday's close of 10154 as indicated by SGX Nifty which is currently trading at 10166, says Dynamic Levels.
We have witnessed strong call unwinding and fresh short built up in the index as results index touched 10100 levels and recommend investors to keep a more stock specific approach rather than focusing too much on the index. We also recommend investors to use every rise in the market as shorting opportunity until trading below 10230, said Rohit Singre of Bonanza Portfolio.
If oil is coming down then anything that uses oil goes up, like airline stocks, tyre companies etc. So, if oil trade reverses then it’s good for the Indian economy, says Ashwani Gujral.