Market Outlook

  • Fuel demand to ring-fence oil & gas biz; BPCL top pick: Citi

    Fuel demand to ring-fence oil & gas biz; BPCL top pick: Citi   

    The government’s currency overhaul, or demonetisation drive, is unlike to impact oil and gas businesses in the near term as fuel demand look good, according to Citi Group. Saurabh Handa, oil and gas analyst at Citi Group said th...

    24 Nov 2016, 10.10 am  |  Source: CNBC-TV18

  • Strong positive trigger key for a fair market pull-back: Pros

    Strong positive trigger key for a fair market pull-back: Pros   

    The 50-share Nifty should consolidate between 7,920 - 8,100 for a few weeks, according to Mitesh Thacker of miteshthacker.com.

    23 Nov 2016, 8.08 pm  |  Source: CNBC-TV18

  • Big opportunity for India in specialty chemicals: Amansa Cap

    Big opportunity for India in specialty chemicals: Amansa Cap   

    In a CNBC-TV18 special series Wizards of Dalal Street — A Fresh Breeze, Ramesh Damani caught up with Narender Nagpal, Partner, Amansa Capital who shared his views on India’s specialty chemicals industry.

    23 Nov 2016, 3.18 pm  |  Source: CNBC-TV18

  • Earnings to grow at 2-3% in FY17; mkt migration to happen: Ambit

    Earnings to grow at 2-3% in FY17; mkt migration to happen: Ambit   

    Speaking to CNBC-TV18 Saurabh Mukherjea of Ambit Capital said that we have been accused of saying a lot of things that are thought of as sensational but facts and subsequent events have borne them out.

    23 Nov 2016, 9.42 am  |  Source: CNBC-TV18

  • Today`s market pull-back only fresh ammo to go short: Gujral

    Today's market pull-back only fresh ammo to go short: Gujral   

    Ambareesh Baliga, a market expert says for the long-term investor, the current market condition is a great buying opportinity. The market, after about 2-3 months of uncertainty, is bound to do well.

    22 Nov 2016, 3.36 pm  |  Source: CNBC-TV18

  • Mkt not ready for switch from monetary to fiscal move: Deutsche

    Mkt not ready for switch from monetary to fiscal move: Deutsche   

    Speaking to CNBC-TV18, Abhay Laijawala said the there will be a transition from monetary policy to fiscal policy for which the market is not prepared and expects the market to remain volatile with a downward bias for the near term...

    22 Nov 2016, 11.33 am  |  Source: CNBC-TV18

  • Don`t be in hurry to take profits in bonds: Nomura India

    Don't be in hurry to take profits in bonds: Nomura India   

    Watch the interview of Vivek Rajpal, Rates Strategist at Nomura India with Latha Venkatesh, Sonia Shenoy and Anuj Singhal on CNBC-TV18. He shared his views about the money market.

    22 Nov 2016, 10.13 am  |  Source: CNBC-TV18

  • Currency ban to hurt auto, financials; bullish on FMCG:Jefferies

    Currency ban to hurt auto, financials; bullish on FMCG:Jefferies   

    In an interview with CNBC-TV18, Chellappa says financial services and consumer discretionary segments like auto be the worst hit as the currency move will hurt consumer sentiment as well as the wealth effect.

    22 Nov 2016, 10.11 am  |  Source: CNBC-TV18

  • Can cash cleanup lead to bigger reforms, asks Eswar Prasad

    Can cash cleanup lead to bigger reforms, asks Eswar Prasad   

    Speaking to CNBC-TV18 Eswar Prasad, Professor of Economics at Cornell University, said Narendra Modi hasn’t solved the problem yet of black money. But he has created a momentum through his demonetisation drive.

    22 Nov 2016, 8.33 am  |  Source: CNBC-TV18

  • Uncertainty to keep mkts choppy for 3-4 months: IDFC Securities

    Uncertainty to keep mkts choppy for 3-4 months: IDFC Securities   

    Demonetisation may be structurally positive for India, but it may weigh down on the country for a few months, says Anish Damania, CEO and Head, Institutional Equities at IDFC Securities.

    21 Nov 2016, 5.53 pm  |  Source: CNBC-TV18

  • Pull backs won`t sustain; Nifty to touch 7500-7600 soon: Gujral

    Pull backs won't sustain; Nifty to touch 7500-7600 soon: Gujral   

    Mayuresh Joshi of Angel Broking says it is not all bad news and there are still opportunities to buy into the market. He says government's capital expenditure may soon see a rise. Companies which may be connected to such expenditu...

    21 Nov 2016, 3.52 pm  |  Source: CNBC-TV18

  • Tough to regain pre-demonetisation growth momentum: First Global

    Tough to regain pre-demonetisation growth momentum: First Global   

    Impact of it could go beyond December and the government will have to provide some stimulus to boost businesses and people, said Shankar Sharma, VC and Joint MD of First Global.

    21 Nov 2016, 3.32 pm  |  Source: CNBC-TV18

  • It may take 6 months before old banknotes are wiped out: Emkay

    It may take 6 months before old banknotes are wiped out: Emkay   

    Speaking to CNBC-TV18 Dhananjay Sinha, Head, Institutional Research, Economist and Strategist at Emkay Global Financial Services said that the currency replacement scheme has caused some distress.

    21 Nov 2016, 12.01 pm  |  Source: CNBC-TV18

  • Market Sell-off: Bears in control; wait for mkt to stop falling to buy: Experts

    Market Sell-off: Bears in control; wait for mkt to stop falling to buy: Experts   

    We need soothing words from the government on how they will get liquidity up, revive market, give confidence to people, said Ajay Srivastava of Dimensions Corporate Financial Services.

    21 Nov 2016, 11.52 am  |  Source: CNBC-TV18

  • Govt should go for a sharp fuel rate cut of Rs 5: Enam

    Govt should go for a sharp fuel rate cut of Rs 5: Enam   

    Demonetisation will be positive for medium to long-term. However, in the short term the impact can be seen on daily wagers who probably are getting shifted to the brink of below poverty line, says Sridhar Sivaram, investment direc...

    21 Nov 2016, 11.02 am  |  Source: CNBC-TV18

  • Dipan Mehta advises caution in the market now

    Dipan Mehta advises caution in the market now   

    In an interview to CNBC-TV18, Dipan Mehta, Member of BSE & NSE shared his readings and outlook on market, specific stocks and sectors.

    21 Nov 2016, 9.13 am  |  Source: CNBC-TV18

  • Time to pick up stocks with long-term strategy: Ajay Srivastava

    Time to pick up stocks with long-term strategy: Ajay Srivastava  

    Bond portfolio is the one that has done well over last few days. Bonds diminished the pain in equities, Ajay Srivastava of Dimensions Consulting said adding that a 9-10 percent returns in bonds are expected in next 9 months.

    18 Nov 2016, 3.59 pm  |  Source: CNBC-TV18

  • See market going higher & stabilising by first week of Dec: IIFL

    See market going higher & stabilising by first week of Dec: IIFL   

    The demonetisation pain could last for not more than 3-4 quarters, says Sudip Bandyopadhyay of Inditrade Capital. He asks investors to stay away from the consumer space for now.

    18 Nov 2016, 3.57 pm  |  Source: CNBC-TV18

  • Bet on auto cos with good growth prospects: IDFC Securities

    Bet on auto cos with good growth prospects: IDFC Securities   

    In view of the government’s demonetisation drive, auto companies are being affected and the best way to make most out of the auto stocks is to stick with auto companies with competitive advantage, says Deepak Jain, Auto Analyst...

    18 Nov 2016, 12.00 pm  |  Source: CNBC-TV18

  • GDP growth, earnings to take 18 mths to pick up speed:Old Bridge

    GDP growth, earnings to take 18 mths to pick up speed:Old Bridge   

    Speaking to CNBC-TV18 Kenneth Andrade, Founder & CIO of Old Bridge Capital Management said that the double whammy of Donald Trump presidency and demonetisaiton drive are event-driven outcomes.

    18 Nov 2016, 11.58 am  |  Source: CNBC-TV18

  • Market to face heat with fall in rupee value, says Deven Choksey

    Market to face heat with fall in rupee value, says Deven Choksey   

    In an interview to CNBC-TV18, Deven Choksey of KRChoksey Investment Managers shared his readings and outlook on specific stocks and sectors.

    18 Nov 2016, 10.55 am  |  Source: CNBC-TV18

  • See 50-100 bps rate cut soon; high on banks, pharma: IL&FS

    See 50-100 bps rate cut soon; high on banks, pharma: IL&FS   

    Market in the short-term can go lower than what we expected earlier as an impact of this demonetisation along with global factors but the medium to long term view still remains positive, says Vibhav Kapoor of IL&FS.

    18 Nov 2016, 10.16 am  |  Source: CNBC-TV18

  • Uncertainty, volatility to be market norm for 3-4 months: Gujral

    Uncertainty, volatility to be market norm for 3-4 months: Gujral   

    Sandeep Wagle of Powermywealth.com says the market sentiment is certainly bearish and Nifty could even test 8,000 over next few days.

    17 Nov 2016, 4.38 pm  |  Source: CNBC-TV18

  • Demonetisation: Cos may cut full-yr guidance; Q3 to be a washout, says Macquarie

    Demonetisation: Cos may cut full-yr guidance; Q3 to be a washout, says Macquarie   

    Inderjeet Bhatia, Head of Research, Macquarie Research said there is a general expectation, both from the corpoates and investors that the third quarter will be a washout quarter because of the demonetisation move.

    17 Nov 2016, 4.10 pm  |  Source: CNBC-TV18

  • No cut in earnings estimate for OMCs due to cash ban: IDFC

    No cut in earnings estimate for OMCs due to cash ban: IDFC   

    In an interview with CNBC-TV18, Amit Rustagi, Oil and Gas Analyst at IDFC Securities said that refineries that manufacture naptha and fuel oil to industries can see a domestic demand slowdown due to demonetisation.

    17 Nov 2016, 12.49 pm  |  Source: CNBC-TV18

  • Pain indeed in near term due to demonetisation, says Nikhil Vora

    Pain indeed in near term due to demonetisation, says Nikhil Vora   

    In an interview to CNBC-TV18, Nikhil Vora, Founder & CEO of Sixth Sense Ventures spoke about various stocks and sectors and also shared his readings and outlook on demonetisation.

    17 Nov 2016, 12.25 pm  |  Source: CNBC-TV18

  • See 30-50 bps cut to 7.4% GDP growth target for FY17: Macquarie

    See 30-50 bps cut to 7.4% GDP growth target for FY17: Macquarie   

    Speaking to CNBC-TV18 Tanvee Gupta Jain of Macquarie Capital Securities said that there could be short-term pain in the next couple of quarters owing to a dip in consumer discretionary spends.

    17 Nov 2016, 10.39 am  |  Source: CNBC-TV18

  • Budget announcements to be positive; like pharma: Macquarie

    Budget announcements to be positive; like pharma: Macquarie   

    Sandeep Bhatia, Head of Equities-India, Macquarie, said demonetisation will have a near-term impact on volume of transactions and working capital of companies. He expects earnings growth of companies to be hit in the next few quar...

    17 Nov 2016, 10.16 am  |  Source: CNBC-TV18

  • US Fed to be hawkish; RBI may cut rates: Geosphere

    US Fed to be hawkish; RBI may cut rates: Geosphere   

    Speaking to CNBC-TV18 Arvind Sanger of Geosphere Capital Management said that demonetisation has been carried out in socialist economies like the North Korea and former Soviet Union in the past.

    17 Nov 2016, 9.07 am  |  Source: CNBC-TV18

  • Demonetisation: Demand may take a hit in H2; like Motherson Sumi, says IDFC Sec

    Demonetisation: Demand may take a hit in H2; like Motherson Sumi, says IDFC Sec   

    Shirish Rane, Head of Research, IDFC Securities speaking about the impact of demonetisation by the government said demand, particularly that created by unaccounted money, is sure to be impacted.

    16 Nov 2016, 4.22 pm  |  Source: CNBC-TV18

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