Arindam Ghosh

Taper talks back to terrorise: Blackridge

The manufacturing activity in the US has hit a two-year high, so if this data happens to be significantly higher, as expected, then one cannot rule out the possibility of stimulus withdrawal happening in December or January, says Arindam Ghosh of Blackridge Capital.

RBI to go with consensus; see cautious optimism: Blackridge

Arindam Ghosh, MD & CEO, Blackridge Capital Advisors, believes RBI will go with the consensus and hike repo rate by 25 bps and lower MSF by an equivalent amount. As far as the mkt goes, he feels the move from 5,200 to 6,200 level is kind of huge and one needs to be cautious at these levels.

Prefer private sector banks over PSUs: Arindam Ghosh

According to Arindam Ghosh, MD & CEO of Blackridge Capital Advisors, one may prefer private sector banks and stay away from the PSU pack.

Mkt volatility to rise; enter with 2-3 yr frame: BlackRidge

BlackRidge Capital Advisors recommends entering the market with a 2-3 year horizon. Its MD and CEO, Arindam Ghosh, believes that the volatility in the market is set to rise given the complexity of domestic and global factors.

See downside to Q2 results; invest in cyclicals: Blackridge

Blackridge Capital is not very positive on the markets going forward. He expects them to be extremely volatile. Earnings for the corporates for next quarter are also going to be a huge downside to the bourses going forward, he told CNBC-TV18.

Buy banking stocks on correction: Arindam Ghosh

Arindam Ghosh, MD & CEO of Blackridge Capital Advisors is of the view that one may enter banking stocks on some correction.

Too early to rejoice but see deep value in mkt: Blackridge

According to Arindam Ghosh, investor confidence will build up in India if investment climate improves and growth revives. Conviction- buying, key barometer of investor confidence, is yet to happen.

Blackridge expects another 10-12% fall in Bank Nifty

The market may see an additional correction of 10-12 percent going forward, says Arindam Ghosh of Blackridge Capital Advisors. He told CNBC-TV18 that banking stocks would continue to be stressed till there is some stability in the market.

RBI act to induce sanity; relief rally in banks: BlackRidge

The Indian version of Operation Twist is expected to get some sanity back in the market. Banking stocks are at a level where it may see some short-term relief rally. But it will be more sentimental than fundamental because the issues plaguing the sector still exist

Mkt to stay choppy, stability post QE tapering: Blackridge

Currently, whichever way you look at it, valuations are extremely expensive, investors should be cautious, asset allocation is going to be the biggest challenge no matter which asset class is looked into

US better placed; EMs to see selling pressure: BlackRidge

The investment climate here is weak, with short-term rates going up, working capital cycle getting extended and deterioration in asset quality etc. it is not a three month, six month kind of a solution. The collateral damage is going to get far extended into the next year as well. The path to recovery is going to take a much longer while

Mkt reacting to data and news flow: Blackridge Capital

In an interview to CNBC-TV18, Arindam Ghosh, MD & CEO, Blackridge Capital Advisors spoke about the volatility returning to the data. He also speaks on the impact of economic data on the bourses.

India can fall 5% more from here; upside capped: Blackridge

It will be tough for India to attract more capital in such a low liquidity scenario

We anticipate 10-15% correction in markets: Arindam Ghosh

Liquidity in the market is expected to become tight, which will lead to a fall of 10-15% in the market.

Pick capital goods, infrastructure stocks: Arindam Ghosh

According to Arindam Ghosh, MD & CEO of Blackridge Capital Advisors, it is time to start building positions on capital goods, infrastructure over a two month perspective.

Stay invested in private sector banks: Arindam Ghosh

Arindam Ghosh, MD & CEO at Blackridge Capital Advisors is of the view that one should stay invested in private sector banks. "We need to maintain weight on the banking sector largely because the performance of the private sector banks has been quite strong," Ghosh said.