Ajay Kapur

Deutsche's 6 reasons why the rally still has steam in it

Equity benchmarks Sensex and Nifty have rallied over 21% since the start of the calendar, with a sizeable chunk of gains coming in the last couple of months. Many players are doubtful if the uptrend can sustain, given the weak macro-economic environment.

Buy Asian stocks as mkt panics over Europe: Deutsche Bank

The recent panic selling of Asian stocks on fears of a possible euro zone break up is almost over with most indices in the region having bottomed out, says one analyst, who recommends buying now as central banks are likely to start pumping liquidity into the financial markets soon.

Ambuja seeks more time for Nadikudi greenfield cement plant

Cement player, Ambuja Cements has asked for more time from the state government for executing its proposed greenfield cement plant at Nadikudi in Guntur district, reports Business Standard.

Equity market should move 10% higher: Deutsche Bank

Valuations are fine, economic growth reasonable and positive margin surprises are a lot more likely, says Ajay Kapur of Deutsche Bank.

Market resilient, see Nifty in 5200-5600 range: Experts

The market breathed a sigh of relief today after the crude prices eased a bit. Hopes of a resolution of the DMK-Congress standoff also added to the cheer. Experts feel that the market is resilient and the Nifty would trade in 5,200-5,600 range ahead.

India may outshine emerging markets: Deutsche Bank

Asian and emerging markets are likely to underperform this year—that’s the word from Ajay Kapur head of equity strategy for Asia at Deutsche Bank. Where, on one hand, hedge funds have been aggressive sellers, long-only funds have not started selling in a big way just yet, he said