BUSINESS
Saurabh Mukherjea bets India's GDP growth to surge while China faces deflationary pressure
Marcellus founder Saurabh Mukherjea is bullish on investing in Indian equities as GDP growth remains strong despite rate hikes. He likes the financials, pharma and electronic manufacturing sectors that are set to benefit from the China plus one strategy and lowering of interest rates in the near future.
BUSINESS
Gainers & Losers: 10 stocks that moved the most on July 28
The Sensex ending 0.16 percent lower at 66,160.20 and the Nifty 0.07 percent down at 19,646.05. About 1,824 shares advanced, 1,697 declined and 170 remained unchanged
BUSINESS
Here is why Trideep Bhattcharya is bullish on Pharma
The veteran market investor follows a bottom up approach and likes the sector due to its diverse nature.
BUSINESS
Neutral stance on IT despite lower valuations: Trideep Bhattacharya
Bhattacharya, Chief Investment Officer at Edelweiss AMC, maintained the stance despite the low valuations of the companies.
BUSINESS
Medicamen Biotech gains on successful ANDA filing for Bortezomib injections
Medicamen stated that this represents a significant achievement for the company, which will eventually lead to a USFDA Audit.
BUSINESS
Nuvama retains buy rating on Sterling and Wilson with target price of Rs 454
The brokerage has cut FY24E EBITDA by 43 percent but hiked the FY25E estimates by 13 percent on the back of execution calibration
BUSINESS
Pricing pressure easing, pharma ripe for recovery: Jyoti Jaipuria
The pharmaceutical sector, recovering from a challenging period, is now on the upswing said Jyotivardhan Jaipuria. Jaipuria's optimism stems from both the sector's bounce back after a difficult year and the stabilization of pricing pressures in the US generic market.
BUSINESS
Gainers & Losers: 10 stocks that moved the most on July 7
The Indian equity benchmarks close around 0.8 percent lower on weak global cues. About 1,473 shares advanced, 1,899 declined and 115 remained unchanged
BUSINESS
Bearish on the insurance space, optimistic about manufacturing and asset management: Sridhar Sivaram
Enam Holding's investment director holds a negative outlook on the insurance sector but is optimistic about the potential for growth and profitability in the asset managers operating in the financial savings space and the manufacturing sector.
BUSINESS
Clean up your portfolios amid market rally: Sridhar Sivaram's advice to investors
The investor flagged concerns about the potential impact of US rate hikes on global markets, mentioning Indian interest rates are unlikely to be cut soon.
BUSINESS
The bull market in India and other parts of the world is well and truly on: Shankar Sharma
Shankar believes that the markets are forward looking and are comfortable with the notion that by the year end, we will approach the bottom of the current rate tightening cycle.
BUSINESS
No reason to believe 2023 will be a bad year, says Helios Capital's Samir Arora
While the markets have hit an all-time high, Arora does not feel the market are overheated. According to him, Indian markets over long periods have delivered 12-14 percent annualised return.
BUSINESS
Why Samir Arora went against his investment philosophy for this company
Market veteran Samir Arora has invested in HPCL due to its cheap valuations. At the current price of Rs 284, HPCL commands at a market-cap of Rs 40,000 crore.
BUSINESS
Gainers & Losers: 10 stocks that moved the most on July 4
About 1585 shares advanced, 1828 shares declined, and 113 shares unchanged.
BUSINESS
Here’s why Samir Arora considers L&T to be a good buy
The Larsen & Turbo share has delivered a 9 percent return over the past month and a 56 percent return over the past year.
BUSINESS
M&M shares gain as June sales outgrow brokerage estimates
Total auto sales in CY23 stood at 62,429 units up 15.4 percent compared to the previous year, Mahindra & Mahindra said.
BUSINESS
Granules India falls after cyberattack erodes topline
On June 29, Granules India Ltd. reported a significant loss of revenue and profitability caused due to a cyber security breach attack incurred by the company last month.
BUSINESS
Broader market dynamics, investor sentiment towards emerging markets key to determine future flows: Prashant Khemka
The ongoing trend of growing flows towards India and the prevailing negative sentiment towards China will persist if Indian markets continue to perform well while Chinese markets face challenges, the market expert said
BUSINESS
Nuvama bullish on HDFC Life, SBI Life, cautious on LIC
Madhukar sees a long term growth in the sector with increased protection growth and increased guaranteed savings product sales amidst these high margin products.
BUSINESS
Chalet Hotels gains 2% on fund-raising plans
Chalet Hotels Ltd announced the raising of further funds from promoters for the Koramangala project in Bengaluru
BUSINESS
Old vs New: Why Khemka prefers Indian IT services over new age tech
Khemka said that investors "must evaluate threats instead of writing off a sector, because if we were to do that, the Indian IT services sector would have been written of at least 4-5 times over the past two decades."
BUSINESS
Prashant Khemka bullish on banking, consumption, IT but bearish on real estate
Prashant Khemka is also big on governance. Well-governed sectors is where he tends to find more opportunities because governance does not change overnight, says the market veteran
BUSINESS
Sensex, Nifty witnessing the birth of a bull run, says Kotak's Harsha Upadhyaya
Harsha Upadhyaya, the Chief Investment Officer at Kotak Mutual Fund told CNBC-TV18 in a conversation, that he is sees a trend of valuation gap between largecaps and broader market stocks narrowing.
BUSINESS
Midcaps to lead next leg of market rally: Manishi Raychaudhuri of BNP Paribas
With the investors taking advantage of the large market blocks, an avenue for private equity investors to exit and promoters to realise the value of their investments is formed.
