Investec Capital Services

Farm loan waivers not only spoil the credit culture but the states going for this scheme may not be financially able to support it, says Mukul Kochhar of Investec Capital Services.

Valuations high; focus on stock picking: Investec Capital

"Valuations are high, but you basically focus on stock picking. There are enough stocks that you can get even in this environment", Mukul Kochhar, Head of Institutional Sales (India) at Investec Capital Services told CNBC-TV18.

Here is what Investec has to say about NBFCs

In his speech in New Year's eve, Prime Minister Narednra Modi has announced sops for the affordable housing. Nidhesh Jain, Analyst at Investec Capital Services shared his views about the impact on the non-banking financial companies (NBFCs).

HDFC Bank core pick, Infosys looks attractive: Mukul Kochhar

Mukul Kochhar, Head Of Institutional Sales (India) at Investec Capital Services, tells CNBC-TV18 why HDFC Bank should be a core portfolio constituent and if Infosys looks attractive after its Q1 results-triggered correction.

Market ignoring 'excellent' retail franchise of ICICI: Investec

PSU bank stocks have witnessed a surprising growth this week. Kochhar says, that if there is help from the government to help them with stressful assets like in the case of IDBI Bank, the PSU bank stocks will continue seeing improvement.