Dhananjay Sinha

Daily Voice | Dhananjay Sinha of Systematix Group expects valuation multiples to remain under pressure

A relief rally may be possible after the market priced in US banking sector debacle.

Are the markets hasty in pricing in Fed’s leniency?

Overall, the combination of overvaluations, earnings fragility, and potential reaffirmation of the Fed’s tightening presage volatile market conditions.

DAILY VOICE | Smart money to move to large private banks, autos, construction, consumption: Dhananjay Sinha of JM Financial

Sinha expects the downside will be limited from here on, and he still maintains a target of 15700 on the Nifty by end of the year.

PSU banks' rally might snap if actions fail to meet expectations: Dhananjay Sinha

Commenting on the MFI industry, Sinha said that the impairment risk would also impact microfinance companies. Across India, there are a lot of asset quality issues related to MFIs.

Budget 2017: FM may announce mega stake sale plans, says Emkay Global

Government may announce lots of disinvestment plans in the Budget and some hike in income tax slabs, says Dhananjay Sinha, Emkay Global Fin Services.

It may take 6 months before old banknotes are wiped out: Emkay

Speaking to CNBC-TV18 Dhananjay Sinha, Head, Institutional Research, Economist and Strategist at Emkay Global Financial Services said that the currency replacement scheme has caused some distress.

Rally in commodity prices will be critical for earnings: Emkay

US GDP numbers have also come in strong. This signifies that a US Federal Reserve rate hike is definately on the cards.

Emkay on Britannia, Tata Steel & Amara Raja

Dhananjay Sinha of Emkay Global Financial Services in an interview with CNBC-TV18 spoke about stocks and sectors.

Focus on biz dynamics in consumption over valuations: Emkay

The Emkay Confluence is aimed at assessing whether rural and urban discretionary spending has improved at the ground level and the likely future trajectory, says Dhananjay Sinha of Emkay Global Financial Services.

Aurobindo Pharma top pick: Dhananjay Sinha

According to Dhananjay Sinha of Emkay Global Financial Services, Aurobindo Pharma is a top pick.

Dhananjay Sinha bullish on tractors, two wheelers

Dhananjay Sinha of Emkay Global Financial Services is bullish on tractors and two wheelers space.

Expect Q4 revenue to grow 6.3% for India Inc: Emkay Global

Emkay expects Eicher Motor, HPCL, BPCL, Bajaj Auto, Eclerx and IOC to report a positive set of earnings on the back of the recent fall in oil commodity prices.

Pick Asian Paints, Britannia; like YES Bank, HDFC Bank: Emkay

Dhananjay Sinha - Head, Institutional Research at Emkay Global Financial Services is of the view that one can pick Asian Paints, Britannia Industries and Marico and likes YES Bank, HDFC Bank and HCL Technologies.

Here are top trading bets from market experts

Watch the interview of Rajat Bose, Ashwani Gujral, Prakash Gaba, SP Tulsian, Dhananjay Sinha and VK Sharma with Latha Venkatesh and Sonia Shenoy on CNBC-TV18.

Midcaps to correct more; retail hesitant to put in money: Emkay

In the short term, Emkay's Dhananjay Sinha says he is bullish on companies that will benefit from a depreciating rupee. Also, he feels interest rates are likely to harden and says banks could benefit from better margins. Lastly, he is bullish on companies which are a play on urban consumption

Upbeat on urban FMCG play; like Bajaj Auto, Maruti: Emkay

Within the auto segment, two-wheelers saw some uptick in demand due to festival and new launches but dealers are not sure if this will sustain going forward, says Dhananjay Sinha of Emkay.

Key factors to watch out for on Dalal Street this week

Overall there was a global consolidation ahead of Federal Reserve's two-day meeting beginning September 17.

Market volatility can persist, focus on earnings visibility

Stock offering earnings visibility, no regulatory risk, beneficiary of INR/USD weakening, endowed with pricing power, focused more on urban rather than rural should be the focus. Avoid PSU banks.

Ahluwalia Contracts top pick, prefer L&T: Dhananjay Sinha

Dhananjay Sinha, Head-Instl Research of Emkay Global Financial Services is of the view that Ahluwalia Contracts is the top pick and feels that one may consider Larsen & Toubro.

Buy Motherson Sumi, Tata Motors; sell Exide: Sinha

Dhananjay Sinha, Head-Instl Research of Emkay Global Financial Services recommends buying Motherson Sumi Systems and feels that Tata Motors is a good buy with a view of one and a half years.

Bharti Infratel top pick; underweight on telecom: Emkay

Dhananjay Sinha, Head-Instl Research of Emkay Global Financial Services is of the view that Bharti Infratel is the top pick in telecom but is underweight on telecom space.

Avoid Marico, Britannia top pick, like GSK Cons: Emkay

Dhananjay Sinha, Head-Instl Research of Emkay Global Financial Services is of the view that Britannia Industries is the top pick and likes GlaxoSmithKline Consumer Healthcare and feels that one may avoid Marico.

Rupee may head to 68-70/$ in short-term; sell Marico: Emkay

Global headwinds remain with the slowdown in China and the US Federal Reserve policy later this week, Dhananjay Sinha, head - institutional research, Emkay Global Financial Services says. So from a global as well as a fundamental point of view, it cannot be an unidirectional market

Are we into an enduring economic recovery?

Unless the economics of investments are meaningfully achieved, it will not be easy to arrive at a convincing judgement of economic turnaround just on the basis of speedy approvals of projects, some cuts in rates and boosting government allocation.