Head Of Equities

The current spell in market may not last for very long as there are too many global event causing uncertainities, says Pratik Gupta, Head of Equities, Deutche Bank India.

IT space to underperform: Kotak Mutual Fund

Harsha Upadhyaya, Head of Equities at Kotak Mutual Fund feels that IT space is likely to continue to underperform due to challenging business outlook and issues in terms of profitability.

Kotak Mutual Fund positive on telecom space

Harsha Upadhyaya, Head of Equities at Kotak Mutual Fund is positive on the telecom sector. According to him, pricing power has returned to the industry and the competition intensity has lessened considerably.

Kotak Mutual Fund overweight on banking sector

Harsha Upadhyaya, Head of Equities, Kotak Mutual Fund is overweight on banking sector. However, he also advised booking profits if the sector rises further.

Kotak Mutual Fund underweight on FMCG sector

Harsha Upadhyaya, Head of Equities at Kotak Mutual Fund is underweight on the FMCG sector. According to him, the sector could underperform going forward.

Kotak Mutual Fund underweight on infrastructure sector

Harsha Upadhyaya, Head of Equities, Kotak Mutual Fund is underweight on the infrastructure sector.

Kotak Mutual Fund positive on telecom space

Harsha Upadhyaya, Head of Equities, Kotak Mutual Fund is positive on telecom space.

Kotak Mutual Fund underweight on IT space

Harsha Upadhyaya, Head of Equities, Kotak Mutual Fund is underweight on IT space.

Keep TTK Prestige in portfolio: Saurabh Mukherjea

Keep TTK Prestige in portfolio, says Saurabh Mukherjea, Head of Equities, Ambit Capital.

BOB, Voltas, Sadbhav Engineering look attractive: Mukherjea

BOB, Voltas and Sadbhav Engineering are looking attractive at current levels, says Saurabh Mukherjea, Head of Equities, Ambit Capital.

Expect 10-15% upside in Maruti Suzuki: Saurabh Mukherjea

Given the quality of the franchise and the attractive valuations Maruti Suzuki are available at, I think there is 10-15% upside here and I think it‘s good to see some serious money coming into the stock, says Saurabh Mukherjea, Head of Equities, Ambit Capital.

Buy Bharti Airtel, says Saurabh Mukherjea

Buy Bharti Airtel, says Saurabh Mukherjea, Head of Equities, Ambit Capital. We believe that the current phase of price cutting that we are seeing in telecom is more a strategic price cutting exercise that the three leaders are indulging in to make sure that other people stay out of the coming auction.

See 30-40% upside in Voltas: Saurabh Mukherjea

See 30-40% upside in Voltas, says Saurabh Mukherjea, Head of Equities, Ambit Capital. It‘s a mixture of a high class consumer discretionary spend, so the air conditioning business seems to go from the strength to strength and on the construction and mechanical electrical plumbing side, they are a class apart from anybody else in our country.

Hold Punjab National Bank: Joshi

Sharmila Joshi, Head of Equities, Fairwealth Securities is of the view that one can hold Punjab National Bank.

Exit Suzlon Energy: Sharmila Joshi

Sharmila Joshi, Head of Equities, Fairwealth Securities is of the view that one can exit Suzlon Energy.

Exit IOC on upside: Sharmila Joshi

Exit IOC on upside, says Sharmila Joshi, Head of Equities, Fairwealth Securities.

Prefer Dena Bank, says Sharmila Joshi

Prefer Dena Bank, says Sharmila Joshi, Head of Equities, Fairwealth Securities.

SAIL can touch Rs 120: Sharmila Joshi

SAIL can touch Rs 120, says Sharmila Joshi, Head of Equities, Fairwealth Securities.

Hold ICICI Bank: Sharmila Joshi

Sharmila Joshi, Head of Equities, Fairwealth Securities is of the view that one can hold ICICI Bank.

ITC can touch Rs 230-240: Sharmila Joshi

ITC can touch Rs 230-240, says Sharmila Joshi, Head of Equities, Fairwealth Securities.

Mukherjea`s view on SBI, Kingfisher Airlines

Saurabh Mukherjea, Head of Equities, Ambit Capital shares his view on SBI and Kingfisher Airlines.

HCL Tech a best bet in IT space, says Mukherjea

HCL Tech is a best bet in IT space, says Saurabh Mukherjea, Head of Equities, Ambit Capital.

Hold Sesa Goa, says Sharmila Joshi

Sharmila Joshi, Head of Equities, FairWealth Securities advice investors to hold Sesa Goa, if they have it in their portfolio.

Buy ICICI Bank, SAIL, L&T at lower levels: Joshi

Buy ICICI Bank, SAIL and L&T at lower levels, says Sharmila Joshi, Head of Equities, FairWealth Securities.

Exit Apollo Tyres around Rs 65- 70 levels, says Joshi

Sharmila Joshi, Head of Equities, FairWealth Securities advice investors to exit from Apollo Tyres around Rs 65- 70 levels.