Most of the expectations of a good monsoon driving rural demand and in effect earnings has been priced in feels Nilesh Shetty of Quantum AMC who prefers to raise cash levels by trimming stock positions if the market continues to r...
12 Aug 2016, 1.02 pm | Source: CNBC-TV18
The current rally is not merely liquidity driven, says Dhiraj Sachdev, Senior VP & Fund manager at HSBC Global Asset Management. While earnings have improved, the peak is still away.
12 Aug 2016, 10.25 am | Source: CNBC-TV18
He says the markets remain on the shorting side as many sectors are going to see weakness. Banks and pharma stocks are going to see declines. FMCG stocks except for Hindustan Unilever (HUL) and telecom sector will also see margina...
11 Aug 2016, 4.28 pm | Source: CNBC-TV18
In an interview with CNBC-TV18, Binay Chandgothia said that if the yield environment remains as benign as it has been over the last few months then there is more potential for inflows to continue in India till the end of this year...
11 Aug 2016, 10.30 am | Source: CNBC-TV18
The price action seen in the stock market suggests it is tiring but traders should respect the screen and stay on the "liquidity gravy train" or they risk being blindsided by it, says CNBC-TV18 Consulting Editor Udayan Mukherjee.
11 Aug 2016, 9.46 am | Source: CNBC-TV18
Everyone is expecting for a huge correction, but such a correction may not happen very soon, says Neeraj Deewan, Director, Quantum Securities. For now, market is in a very positive sentiment. Till the 8500 level is not broken, suc...
10 Aug 2016, 4.23 pm | Source: CNBC-TV18
India is considered as the shining star among emerging markets, which is helping the liquidity flows into the country, says Siddhartha Khemka of Centrum Wealth Management.
10 Aug 2016, 11.07 am | Source: CNBC-TV18
Veteran India investor Andrew Holland, CEO of Ambit Investment Advisors, is sure something will give in the global markets, just that he is not sure when.
10 Aug 2016, 10.26 am | Source: CNBC-TV18
The market had already run up substantially and so is likely to consolidate, making investors selective. However, the underlying current still remains bullish and money will continue to flow in, said Nirmal Jain of IIFL.
09 Aug 2016, 4.25 pm | Source: CNBC-TV18
The markets have run up quite sharply and a correction is likely, he says. He recommends retail investors should look to invest with a long term perspective or else bottom up stock picking.
09 Aug 2016, 4.19 pm | Source: CNBC-TV18
Transmission of rate cuts to borrowers is more important than cutting rates itself, says Naina Lal Kidwai, Chairperson, Max Financial Services.
09 Aug 2016, 3.41 pm | Source: CNBC-TV18
Technical expert Sudarshan Sukhani of s2analytics.com in an interview to CNBC-TV18 said it is very important to now focus on the midcaps because even if the market keeps moving up, it will be a slow rally
08 Aug 2016, 4.22 pm | Source: CNBC-TV18
In an interview to CNBC-TV18 Rahul Chadha of Mirae Asset Global Investments says market may not really be expecting anything in terms of a rate cut from the upcoming credit policy.
08 Aug 2016, 12.47 pm | Source: CNBC-TV18
The chase of high growth has led to valuation skewness in the sectoral order of India's stock markets. So much that while investors have been out on a limb betting on NBFCs, they have been most downbeat on the IT sector.
08 Aug 2016, 10.45 am | Source: CNBC-TV18
In an interview with CNBC-TV18, Anish Damania, CEO & Head - Institutional Equities, IDFC Securities, talked about the brokerage's recent strategy note and outlined stocks that he is positive on.
05 Aug 2016, 7.09 pm | Source: CNBC-TV18
Multiplexes, automotive and auto ancillaries make a good play in the coming quarters, according to experts.
05 Aug 2016, 6.16 pm | Source: CNBC-TV18
Though the market is expensive, it is a market that will give positive returns over next few years, says Jyotivardhan Jaipuria, Founder & MD of Veda Investment Managers.
05 Aug 2016, 2.05 pm | Source: CNBC-TV18
Housing finance companies have a relatively lower spread when compared with niche auto finance companies, says Nischint Chawathe of Kotak Institutional Equities.
05 Aug 2016, 10.51 am | Source: CNBC-TV18
Speaking to CNBC-TV18 Vibhav Kapoor of IL&FS said that liquidity will continue to drive markets. He said domestic factors are positive. "We have had the GST, the Pay Commission hikes and a good monsoon. Over all it is a good atmos...
05 Aug 2016, 9.59 am | Source: CNBC-TV18
In an interview with CNBC-TV18, the noted value investor was talking about valuations of percieved expensive shares in India, such as private banks and NBFCs, which he said continue to offer prospects of high returns on equity.
04 Aug 2016, 8.23 pm | Source: CNBC-TV18
Logistics sector is good for the long-term, says R Sreesankar, Head of Institutional Equities, Prabhudas Lilladher. The stocks have run ahead of the fundamentals and they need to take a breather, he adds.
04 Aug 2016, 5.17 pm | Source: CNBC-TV18
In an interview with CNBC-TV18 Chhaochharia discussed the impact of GST on various sectors and how it will affect the corporate earnings.
04 Aug 2016, 12.21 pm | Source: CNBC-TV18
Rajat Rajgarhia, MD - Institutional Equities, Motilal Oswal Securities says one should analyse GST in three ways, one its positive impact on few sectors, two its negative impact on specific names and three how investors view this ...
04 Aug 2016, 11.00 am | Source: CNBC-TV18
Madhusudan Kela of Reliance Capital told CNBC-TV18 that foreign institutional investment (FII) rating is likely to level up for India after the roll-out of GST and the implementation of the Bill is a big trigger from the perspecti...
04 Aug 2016, 9.45 am | Source: CNBC-TV18
Speaking to CNBC-TV18 on the ongoing GST vote, Jan Dehn of Ashmore Investment Management said it will be significantly important particularly for long term institutional investors as they like to see reform and this is probably th...
03 Aug 2016, 8.23 pm | Source: CNBC-TV18
SP Tulsian, sptulsian.com, shares his views on how GST Bill's passage will affect markets. He also talks about NBFC stocks and why he remains cautious about them. Lastly, he explains why he is bullish about Kalyani Steel in the lo...
03 Aug 2016, 6.48 pm | Source: CNBC-TV18
Riding close on the heels of the implementation of Goods and Services Tax, ICICI Securities expects it to be a game-changer for construction-related stocks.
03 Aug 2016, 6.16 pm | Source: CNBC-TV18
Automobiles, auto ancillaries and consumer electricals will hugely benefit from the rollout of goods and services tax (GST), according to Dharmesh Kant of Motilal Oswal Securities.
03 Aug 2016, 4.33 pm | Source: CNBC-TV18
GST will not affect the markets for the next 3-6 months, Rahul Singh of Ampersand Capital Investment, adding that the earnings will also not be affected till atleast the second half of next fiscal.
03 Aug 2016, 12.59 pm | Source: CNBC-TV18
If the GST Bill is implemented then over the longer term it is sure to be a GDP and Budget booster believes Vallabh Bhanshali of Enam Securities.
03 Aug 2016, 12.57 pm | Source: CNBC-TV18