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    • Prefer infra, banks to IT; hold L&T: Bowen Asia

      Bowen Asia's Aadil Ebrahim believes that even though the IT bellwether Infosys is heading in the right direction, its share price seems to be trading quite violently.

    • India should outperform once flows come back: Ebrahim

      India has slowed down from 8-9 percent to about 4.5-5 percent. Hence, domestic market has not sold off that much. The domestic market has held up relatively well, which gives confidence that when the flows come back, India should outperform being more insulated compared to some of the other markets

    • Low guidance can become universal norm in IT: Bowen Asia

      After Infosys reported lower-than-expected revenue numbers for Q4, market analysts have been pouring in mixed review on the investment of stock. Infosys guidance for FY14 is at lower-end and therefore the street has been disappointed, says Aadil Ebrahim MD, Bowen Asia.

    • Reforms, earnings attracting FIIs interest: Bowen Asia

      Aadil Ebrahim of Bowen Asia, says that he feels that stability in Delhi has returned post Chidrambaram‘s entry into the finance ministry and market sentiment has also improved.

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