Arvind Fashions' profitability will improve as the company begins to benefit from corrective actions taken over the past three years, say analysts at Equirus Securities
We would suggest investors focus more on Investment-related sectors mentioned above as manufacturing is likely to be the main driver of growth over the next 5 years, says Tiwari.
Liquidity is one of the key reasons behind the rally in markets. If we see any breaks over there it would be a cause for worry in the year 2021, says Tiwari of Equirus Securities.
For investors, I have one only piece of advice - BUY businesses that are likely to deliver growth and do not worry about market levels.
Pharma, consumer, cement and cement products are likely to be the leaders, banks can be performers but retail and malls will continue to struggle.
Equirus Midcap Conference kicks off today. In an interview to CNBC-TV18, Maulik Patel, Director of Research at Equirus Securities shared his views and readings on specific stocks in the midcap space.
According to Pankaj Sharma of Equirus Securities, Exide Industries, Finolex Cables, Havells India and Britannia Industries should benefit from GST.
In an interview to CNBC-TV18, Pankaj Sharma of Equirus Securities shares his views on FMCG space and expects better volumes with Britannia Industries as a good choice.
"Early this week, we may continue to see volatility in Indian markets and some more downside cannot be ruled out completely," Pankaj Sharma, Head of Equities, Equirus Securities.
Pankaj Sharma, Head of Equities at Equirus Securities recommends buying Ashoka Buildcon.
Pankaj Sharma, Head of Equities at Equirus Securities is of the view that one can invest in Exide Industries.
Pankaj Sharma, Head Of Equities, Equirus Securities is of the belief that if Brexit happens then it could be a catastrophic for not only global markets but also for the Indian equity market because India has close trade relations with EU and Britain.
Hemindra Hazari, hemindrahazari.com, said most of the bad debts being identified are from large corporates. But he feels the bad debts will slowly start coming from the small and medium-sized enterprises (SME).
Watch the interview of Pankaj Sharma, Head-Equities, Equirus Securities with Anuj Singhal and Ekta Batra of CNBC-TV18. He shared his reading and outlook on the market and also gave recommendations on various stocks.
Pankaj Sharma, Head-Equities at Equirus Securities expects 20 percent upside in Sun Pharma.
Pankaj Sharma, Head-Equities at Equirus Securities has a positive view on Finolex Industries.
In an interview to CNBC-TV18's Ekta Batra & Anuj Singhal, Pankaj Sharma, Head-Equities at Equirus Securities gave his outlook of the market, specific stocks and sectors.
Watch the interview of Pankaj Sharma of Equirus Securities with Ekta Batra & Anuj Singhal on CNBC-TV18, in which he shared his readings and outlook on market and specific stocks.
Pankaj Sharma, Head-Equities at Equirus Securities is neutral on Wipro with a target of Rs 570.
According to Harendra Kumar of Elara Capital, the stock is aptly priced currently and there is no reason for either re-rating or de-rating the stock.
The house is very bullish on Torrent Power, and sees the benefits of improving gas availability flowing in for the company, said Pankaj Sharma, Head-Equities, Equirus Securities.
In an interview with Anuj Singhal and Sonia Shenoy on CNBC-TV18, Equirus Securities' Pankaj Sharma has come out with top bets for 2016.
Speaking to CNBC-TV18, Pankaj Sharma, ED of Equirus Securities said that Reliance will focus more on product quality and better customer satisfaction as existing 4G service providers are receiving a good feedback from their users.
Pankaj Sharma, Head of Equities at Equirus Securities advises buying Reliance Industries.