BUSINESS
China-plus-one theory working well for India; betting big on manufacturing: Vivek Bajaj
"If India has to become a $5-trillion economy, then the banking and financial services space needs to grow. That apart, India is emerging as the second manufacturing hub, thanks to the problems in China. Hence, I would bet on manufacturing companies that are doing unique work," says the co-founder of Elearnmarkets and StockEdge.
BUSINESS
OSTTRA's India team will play a pivotal role in transforming over-the-counter trade processing: Co-CEO
OSTTRA is an equal JV between CME Group and IHS Markit (now S&P Global) and is a leading provider of post-trade solutions for the global over-the-counter (OTC) markets across interest rate, FX, equity, and credit asset classes.
MARKETS
Volatility should be used to advantage by increasing allocation to equities: Gopal Agrawal, HDFC AMC
"Going forward, we expect returns from equities, over the medium-to-long term, to be in line with overall economic growth. Further, corporate earnings growth is likely to track nominal GDP growth from FY23 onwards after seeing a robust improvement in FY22," says the senior fund manager at HDFC AMC.
INTERVIEW
Market volatility to be more intense than normal for 1-2 years: Kalpen Parekh of DSP Investment Managers
Last year, what helped corporate profitability was significant reduction in expenses. Travel-costs, office costs, rental costs came down significantly. So, profitability improved because margins improved. "If this trend continues, we should see more stability in stock prices," says the President at DSP Investment Managers.
CRYPTOCURRENCY
Fretting over 30% crash in Bitcoin? Experts say it's a healthy correction, excellent opportunity to buy
"Bitcoin's fall was expected for some time because nothing goes in just one direction. Additionally, we have also seen price rising over 50 percent in a single day, so there is no need to panic," says Siddharth Menon, co-founder & COO at WazirX.
INTERVIEW
Insurance sector should be an essential part of a long-term investment portfolio: Gaurav Dua
Resurgence of COVID has clouded the near-term demand for auto sector. So, it would be better to stay selective and focus on export-oriented auto ancillary companies in the immediate future, advises Gaurav Dua, SVP, Head - Capital Market Strategy, Sharekhan by BNP Paribas.
INTERVIEW
Nifty earnings likely to see growth in FY21 against earlier expectations of de-growth: Amit Ganatra of HDFC AMC
Q3FY21 has turned out to be one of the best earnings seasons in last six years (since September 2014) with profit after tax (PAT) growth of nearly 32 percent, says senior fund manager at HDFC AMC.
BUSINESS
D-Street Talk Podcast | 'Tech issues cannot be completely avoided given the technological environment'
It was an unfortunate day on Wednesday but we are evolving well. In the coming days, we will be able to create better systems to give a seamless experience to the investors and people who are participating in the activities at the exchange, says Thakkar.
