In an interview to CNBC-TV18, Girish Nadkarni, Partner, IDFC Alternatives, said there has been a pick up in private equity investments in the past 6 months with a push for renewable sector in the last 8-9 months. He expects lower capital costs, interest rates to help pick-up in activity.
It may hold commodities worth Rs 1,500 crore in its warehouses, but this company's services extend way beyond storage
Girish Nadkarni of Avendus Capital feels that from a short-term perspective it is safe to buy some of the good quality domestic formulation companies in the pharma side.
Girish Nadkarni of Avendus Capital feels that banks with a stronger balance sheet and stronger credit quality will get support.
Girish Nadkarni of Avendus Capital and SP Tulsian of sptulsian.com believe that the fourth quarter earnings season will reflect the slowdown across the economy. Tulsian advises investors to bet on Pantaloon and TVS Motor.
Auto, public sector banks and cement sector are looking good, says Girish Nadkarni, Executive Director & Head - Equity Capital Markets, Avendus Capital.
In an interview to CNBC-TV18, Girish Nadkarni, executive director and head-equity capital markets, Avendus Capital says the market is just pausing now.
Buy HPCL and BPCL at current levels, says Girish Nadkarni, Avendus Capital.
Though he agrees that the market looks negative in the short-term, Nadkarni expects it to perform better in 2012 than this year. In an interview to CNBC-TV18, he explained that upmove in IT and capital goods is likely to support the market next year.