May 31, 2021 09:07 AM IST
With structural improvement in the economic growth and improving quality of earnings growth, market should hopefully mirror the same going forward, says Janakiraman.
- May 28, 2021 02:41 PM IST
While it's true smaller companies have outperformed large ones over the past year, on a five year view they have still underperformed the large caps by 15 percent.
- May 18, 2021 07:26 AM IST
One of the key learnings from COVID is not to be complacent and let our guards down at any time. This is true in the context of the pandemic and also in the context of investing, says the founder & CIO at Bay Capital.
- Mar 26, 2021 07:44 AM IST
"IT is something we see as a multi-year positive theme, because COVID has moved those companies' clients to an even more digital environment," said Mark Matthews of Bank Julius Baer.
- Jul 16, 2020 05:56 PM IST
Chris Wood believes the lockdown hurt India more than the virus did, even though it was sensible to impose lockdown in certain places.
- Apr 28, 2020 12:52 PM IST
On the positive side, we could also see some new opportunities emerging out of this crisis (like one has seen with every crisis) and those could drive the recovery.
- Apr 24, 2020 01:29 PM IST
Hugh Young feels the market tends to be swinging from being a very risk aversion thinking the end of world.
- Apr 12, 2020 02:53 PM IST
Howard Marks, who is known as world's biggest stressed securities buyer, said he would love to find good investments in India.
- Jan 06, 2020 11:38 AM IST
Arvind Sanger of Geosphere Capital Management said the potential sanctions on Iraq by US is a bigger risk for oil prices.
- Dec 06, 2019 03:22 PM IST
Chris Wood feels sharp slowdown is a great consolidation opportunity for top companies in India.
- Dec 06, 2019 02:20 PM IST
Samir Arora says he doesn't buy telecom stocks and he doesn't like the sector as he worries over Supreme Court judgments, which change every now and then.
- Nov 20, 2019 05:02 PM IST
India has strong ingredients like growth valuation support and FII flow support, hence 2020 will be a better year, says Desai.
- Sep 23, 2019 12:10 PM IST
Ridham Desai of Morgan Stanley also thinks that the corporate tax cut creates room for improved earnings.
- Sep 20, 2019 07:59 PM IST
The current move (salshing of corporate taxes) ensures the right noises are being made, he said.
- Aug 31, 2019 12:44 PM IST
Mobius is, however, worried about taxation in the country.
- May 24, 2019 10:51 AM IST
If earnings growth comes in on expected levels, these stocks could give healthy return in coming months, said Neelkanth Mishra who does not expect much downgrade in banks.
- May 23, 2019 03:33 PM IST
According to them, midcaps are expected to see more action than largecaps in coming months and sectors to outperform will be financials, consumption and infrastructure
- May 23, 2019 11:15 AM IST
On the biggest risk factor, he said global growth concern and any rise in oil price are risks for India.
- May 23, 2019 09:37 AM IST
Arvind Sanger feels midcaps, which have been negatively impacted by liquidity and corporate governance issue, are not going to outperform only on back of election outcome
- Apr 24, 2019 11:05 AM IST
We don't see any particular reason for underperformance of India, Young said, adding they do keep a watch on energy prices due to India's dependence on crude imports
- Apr 05, 2019 04:10 PM IST
While Indian auto sector has structural opportunities, the near term outlook on volumes is negative nd the valuations are not yet fully reflecting the same.
- Mar 17, 2019 07:55 AM IST
Turnaround in political sentiment and FPI flows coupled with the expected large inflows from rights issues and the Arcelor deal have driven the rupee appreciation, and the rupee could stay strong if the flows continue.
- Dec 26, 2018 01:01 PM IST
Anand Shah of BNP Paribas Asset Management India said it's time to tighten the seat belt to withstand the volatility in the first half of the year to enjoy the earnings recovery ride in the second half of 2019 and beyond
- Dec 12, 2018 11:14 AM IST
Deutsche Bank said earnings revisions risks remain to the downside, but the growth incremental is in the right direction with normalising liquidity situation
- Dec 11, 2018 01:24 PM IST
Siddhartha Sanyal, Chief India Economist, Barclays, said after today's results, the market would focus on the upcoming Lok Sabha polls.