A sustained rise in the dollar can lead to the unwinding of carry trades with the reversal of foreign portfolio flows from emerging markets - both in fixed income and equity back - to developed markets
As we approach 2019 general elections, analysts are of the view that a full majority looks tough, but the possibility of a coalition government is likely and that would infuse volatility in market
If BJP were to retain 2 out of 3 Hindi heartland states where it is in direct competition with the Congress, market would heave a sigh of relief and be range bound.
In an interview to CNBC-TV18, Ajay Bodke, CEO & Chief Portfolio Manager at Prabhudas Lilladher shared his reading and outlook on the market and also gave recommendations on various stocks.
There are multiple triggers underpinning the current rally in the Indian equity markets. But, the foremost is the torrent of liquidity inundating equity markets globally, India being no exception.
We expect interest rate sensitive sectors like banking & financial services (BFSI), auto & auto ancillaries, cement, construction and consumer goods to outperform in view of the boost that the Budget has provided, says Ajay Bodke, CEO & Chief Portfolio Manager-PMS at Prabhudas Lilladher.
In an interview to CNBC-TV18, Ajay Bodke of Prabhudas Lilladher shared his readings and outlook on specific stocks and sectors.
Watch the interview of Ashwani Gujral, Sudarshan Sukhani, Mitesh Thacker, Prakash Gaba, Ajay Bodke and Ajay Bodke with Latha Venkatesh, Anuj Singhal and Sonia Shenoy on CNBC-TV18, in which they shared their readings and outlook on technicals, fundamentals and F&O side of the market as well as specific stocks and sectors.
While the FMCG sector has had a mixed bag of earnings in the second quarter ended September 30, 2016, an analyst says the second half of FY17 is likely to be a good one for players in the sector.
Watch the interview of Ashwani Gujral of ashwanigujral.com, Mitesh Thacker of miteshthacker.com, Sudarshan Sukhani of s2analytics.comm, Ajay Bodke of Prabhudas Lilladher, Rajat Bose of rajatkbose.com and Chandan Taparia of Anand Rathi Securities with Sonia Shenoy and Anuj Singhal on CNBC-TV18.
Infosys' second quarter numbers were quite strong, despite the company cutting the guidance, which makes broking firm Prabhudas Lilladher pick Infosys over Tata Consultancy Services.
Watch the interview of Ashwani Gujral, Sudarshan Sukhani, Mitesh Thacker, Prakash Gaba, Ajay Bodke and Hemant Thukral with Latha Venkatesh and Sonia Shenoy on CNBC-TV18, in which they shared their readings and outlook on technicals, fundamentals and F&O side of the market as well as specific stocks and sectors.
In an interview with CNBC-TV18, he said that Yes Bank and IndusInd Bank are his top picks in the banking space and advised to buy Yes Bank on dips.
Watch the interview of Ashwani Gujral of ashwanigujral.com, Sudarshan Sukhani of s2analytics.com, Mitesh Thacker of miteshthacker.com, Ajay Bodke of Prabhudas Lilladher, Rajat Bose of rajatkbose.com and Chandan Taparia of Anand Rathi Securities with Latha Venkatesh and Anuj Singhal on CNBC-TV18.
Watch the interview of Ajay Bodke of Prabhudas Lilladher with Latha Venkatesh, Anuj Singhal & Sonia Shenoy on CNBC-TV18, in which he shared his readings and outlook on market and specific stocks.
Watch the interview of Sudarshan Sukhani of s2analytics.com, Ashwani Gujral of ashwanigujral.com, Mitesh Thacker of miteshthacker.com, Prakash Gaba of prakashgaba.com, Ajay Bodke of Prabhudas Lilladher, and Hemant Thukral of Aditya Birla Money with Latha Venkatesh, Anuj Singhal and Sonia Shenoy on CNBC-TV18.
In an interview to CNBC-TV18, Ajay Bodke, CEO & Chief Portfolio Manager (PMS) at Prabhudas Lilladher Pvt. Ltd shared his readings and outlook on market, specific stocks and sectors.
Watch the interview of Prakash Gaba of prakashgaba.com, Sudarshan Sukhani of s2analytics.com, Mitesh Thacker of miteshthacker.com, Sandeep Wagle of powermywealth.com, Ajay Bodke of Prabhudas Lilladher and Hemant Thukral of Aditya Birla Money with Latha Venkatesh and Sonia Shenoy on CNBC-TV18.
In an interview with CNBC-TV18, Prabhudas Lilladher CEO Ajay Bodke and UTI MF Fund Manager V Srivatsa talked about their expectations from the earnings season, discussed stock picks and outlined their views on the market.
Experts believe Brexit may continue to have a short-term impact of markets such as India but said the medium-term impact will be restricted the UK and EU economies.
Watch the interview of Sudarshan Sukhani of s2analytics.com, Ashwani Gujral of ashwanigujral.com, Prakash Gaba of prakashgaba.com, Sandeep Wagle of powermywealth.com, Ajay Bodke of Prabhudas Lilladher and Hemant Thukral of Aditya Birla Money with Latha Venkatesh and Sonia Shenoy on CNBC-TV18.
On Rajan's exit Ajay Bodke of Prabhudas Lilladher said as long as the Reserve Bank of India chooses someone who is independent-minded, the markets should be able to take the news in their stride.
Ajay Bodke of Prabhudas Lilladher is constructive on cement space and feels that JK Lakshmi may hit Rs 415.
Ajay Bodke of Prabhudas Lilladher is of the view that Tata Motors is a top pick and it may go upto Rs 510.
Ajay Bodke of Prabhudas Lilladher says passage of GST Bill and a positive Brexit outcome will lead to a sharp upmove in the markets.