Geoff Dennis of UBS feels ECB‘s action was in line and to a large extent the news was already priced in. Andrew Holland of Ambit Capital expects more stimulus packages from Japan and China as well.
Raghuram Rajan will not have cut by 25 bps until and unless he had visibility that he has at least got 50-75 bps of rate cut in the tank, says Saurabh Mukherjea of Ambit Capital.
"The Sensex looks relatively well placed as we enter 2015. We reiterate our FY16-end Sensex target of 36,000,â€ says Saurabh Mukherjea, Ambit Capital.
"We look for higher levels on the index over the next few weeks, in the range of 8800-9000," says Gaurav Mehta, Ambit Capital.
In an interview to CNBC-TV18, Gaurav Mehta, Vice-President, Institutional Equities at Ambit Capital, said he expects the market to continue to trade at 20x and sees a 12 percent earnings growth in FY15
In an interview, market expert Saurabh Mukherjee talks about his book, Gurus of Chaos, on India's top money masters, and what it takes to succeed in the Indian market and at investing in general.
In the past 20 years 80% of Indian listed stocks gave returns less than the average inflation rate of 7%; while a small minority of 20% of stocks gave returns higher than the average nominal GDP growth of 14%.
Sagar Rastogi - Associate VP at Ambit Capital is of the view that one can sell Infosys.
Sagar Rastogi, Associate VP, Ambit Capital is positive on the Indian IT services space sector on back of demand environment and Europe's openness for offshore businesses.
Saurabh Mukherjea of Ambit Capital maintains March 2015 Sensex target of 30000 and sees better buying opportunities emerge from the ongoing correction.
Sagar Rastogi of Ambit Capital prefers Tata Consultancy Services and HCL Technologies.
Sagar Rastogi of Ambit Capital believes companies with large amounts of cash like Tata Consultancy Services (TCS) and Infosys will be looking out for such deals.
High beta cyclicals along with midcaps from the IT, auto and pharma space may take a beating in the short-term, says Gaurav Mehta of Ambit Capital.
Ankur Rudra, VP-Institutional Equities of Ambit Capital is of the view that Tata Consultancy Services may touch Rs 2400 in one year.
According to Ankur Rudra, VP-Institutional Equities of Ambit Capital, one may buy HCL Technologies and Tata Consultancy Services (TCS) on declines.
Ankur Rudra anticipates a 10 percent upside for TCS with a target price of Rs 2400 a share. He sees TCS as the company that is positioned well to exploit the market conditions.
Saurabh Mukherjea, CEO-institutional equities of Ambit Capital advises selling Maruti Suzuki India.
According to Saurabh Mukherjea, CEO-institutional equities of Ambit Capital, one may prefer Larsen and Toubro, Cummins India and Bajaj Electricals.
Experts from Quantum Securities and Ambit Capital discuss the future of Maruti Suzuki.
Abhishek Deshpande, a Moneycontrol Boarder enquired whether the pre-election rally is on its way.
Saurabh Mukherjea, CEO-Institutional Equities at Ambit Capital feels that one may see 50-60 percent upside in TVS Motor Company over the next couple of years.
Saurabh Mukherjea, CEO-Institutional Equities at Ambit Capital is of the view that one may buy Voltas.
Structurally, Indian equities will be driven by local events like general elections and macro-economic data in the second half of the year, Saurabh Mukherjea, CEO, Institutional Equities, Ambit Capital said,
Abhishek Anand, VP -Telecom, Centrum Wealth Management said revenues from Africa operations were better than expectations and that overall operating numbers were decent.
Other than Bharti, Saurabh Mukherjea of Ambit Capital is keeping a keen eye on Ashok Leyland, Britannia and Bajaj Electricals.