This week Prime Property showcases 1] what suggestions a 21-member committee submits to the real estate regulator bill in the Rajya Sabha; 2] why Ambit Capital says property prices will crash by 50 percent in Mumbai and; 3] why Shapoorji Pallonji decides to enter affordable housing when realty market is dead.
Saurabh Mukherjea, CEO-Institutional Equities at Ambit Capital recommends buying Ashok Leyland.
Saurabh Mukherjea, CEO-Institutional Equities at Ambit Capital is of the view that one can buy Infosys.
Worries of a slowdown in China's luxury car market hurting Jaguar Land Rover sales, weighing on Tata Motors' stock, say analysts
Saurabh Mukherjea of Ambit Capital says foreign investors have been voicing doubts on whether they should reduce their India exposure meaningfully, which is a drastic change from last year's sentiments.
Historically, North India is a well-balanced market with high capacity utilisation, low fragmentation and little inward dispatch threat from other manufacturing regions. But a large proportion of the cement market is dependent on rural or retail sales, Ambit Capital said in a report.
According to Gaurav Mehta, VP-Institutional Equities at Ambit Capital, PI Industries is a good buy at current level for a price target of Rs 825.
Gaurav Mehta, Ambit Capital bullish on PI Industries with a target price of Rs 825 because fundamentally the results for the company have always been above expectations.
Saurabh Mukherjea, CEO-Institutional Equities at Ambit Capital is of the view that one can look at Pidilite Industries, Kotak Mahindra Bank and IndusInd Bank.
Saurabh Mukherjea, CEO of institutional Equities at Ambit Capital paints a slightly morbid picture of the economy saying the stress in rural economy suggests a presence of a definite slowdown.
Gaurav Mehta, Ambit Capital believes another leg down stays a high possibility. He recommends fresh buy on Cadila Healthcare.
With both and retail institutional demand struggling to grow, the fiscal is likely to be a "tough year" for the north Indian cement market, which accounted for 31 percent of the country's consumption in 2014-15, a report said.
Shedding some light over the GDP growth in India, Ritika Mankar Mukherjee, the Economist at Ambit Capital, discusses her estimates and analysis over economic possibilities of what can happen over the days.
We cut our end-FY16 Sensex target further to 32,000 whilst highlighting that it is more reasonable to expect 9 percent EPS growth in FY16 as opposed to consensus expectations of 19 percent EPS growth, says Saurabh Mukherjea of Ambit Capital.
In an interview to CNBC-TV18, Pramod Gubbi, Director-Institutional Sales at Ambit Capital, said he will look at buying after a 5-10 percent correction and is positive on roads, infra, defence and mining.
According to an Ambit report, India could witness a negative GDP growth surprise in FY16, as investment and private consumption are likely to improve marginally whilst government consumption may slow down dramatically.
Motilal Oswal, chairman and managing director, MOFS, says the company is seeing recovery in its business for the first time after four years.
Gaurav Mehta, VP-Institutional Equities at Ambit Capital is of the view that Tata Motors may test Rs 620-630 and ITC may touch Rs 380-400.
Gaurav Mehta, VP-Institutional Equities at Ambit Capital is of the view that Cipla may test Rs 650-660.
Gaurav Mehta, VP-Institutional Equities at Ambit Capital has a positive view on Tata Consultancy Services and advises buying the stock on dips.
Andrew Holland of Ambit Capital says while ACC‘s results were a pleasant surprise, most of the corporates are unlikely to post good Q4 earnings.
The market remained in a consolidation more on Wednesday ahead of expiry of derivative contracts of March series. The broader markets too were rangebound but lost ground in last hour of trade.
Saurabh Mukherjea - CEO-Institutional Equities at Ambit Capital has a negative view on FMCG and auto space.
Saurabh Mukherjea - CEO-Institutional Equities at Ambit Capital is of the view that one may sell Ambuja Cements from the cement space.
Mukherjea sees the slowdown in China could triggering a devaluation of its currency yuan and even leading to it getting â€˜unhooked‘ from the dollar peg