Gautam Chhaochharia Of Ubs India

Apollo Hospitals is well placed and executed very well over the last few years, says UBS India's Gautam Chhaochharia. "This has shown in secular earnings growth in the past and has given investors a lot of confidence," he adds.

Petronet LNG a long-term story: Gautam Chhaochharia

Gautam Chhaochharia of UBS India says the markets will start factoring Petronet LNG's growth and expansion gradually and that will drive the stock up from current levels.

UBS India bullish on Exide Industries

The the outlook on the replacement market still remains very good despite a tough macro environment we are bullish on Exide Industries. The stock has valuations that are supportive and there is potential for earnings upgrades

Bullish on Ipca Labs, says Gautam Chhaochharia

The pharma story is similar both on the generic front as well as on local businesss so we like IPCA laboratories ays Gautam Chhaochharia, UBS India

Buy Raymond, to jump 40%: Gautam Chhaochharia

Gautam Chhaochharia of UBS India says he likes Raymond. He sees almost 40 percent plus upside from current levels.

Overweight on banks, says Gautam Chhaochharia

Gautam Chhaochharia of UBS India says he continued to be overweight on banking space.

See upside in IT services' valuations: Gautam Chhaochharia

UBS India's Gautam Chhaochharia says from a strategy point of view IT services remains the best way to play the Indian rupee depreciation theme rather than pharmaceuticals.

Valuation of Jaiprakash Associates very attractive: UBS

Gautam Chhaochharia of UBS India feels valuation of Jaiprakash Associates is very attractive as the company has a good portfolio of ready assets.

Sell Tata Motors, says Chhaochharia

Gautam Chhaochharia of UBS India advised selling Tata Motors as the risk-reward is clearly unfavourable.

Cairn India looks very attractive, says Chhaochharia

Gautam Chhaochharia of UBS India feels Cairn India looks very attractive as there is some visibility in terms of production ramp up ahead.

Indian consumption theme to under perform this year: UBS

Gautam Chhaochharia of UBS India expects Indian consumption theme to under perform this year.