Kotak Equities

India’s rural consumption is improving, thanks to good monsoons in 2024 and decent crop output in the last two crop seasons (2024 kharif and 2025 rabi)

Banks and diversified financials look ‘attractive’: Kotak Equities

Axis Bank, SBI, ICICI Bank are the preferred choices of Kotak Equities in the tier-1 category. Though the firm favors tier-2 banks over tier-1 banks.

Mkt may fall 2% on Greece vote; buy pvt banks, autos: Kotak

Sanjeev Prasad, senior executive director & co-head, Kotak Institutional Equities, says the events in the European nations pose more of a political risk than economic and the upcoming elections in Spain and Portugal may give anti austerity parties a further leg-up.

JSPL may win coal block but margins likely to shrink: Kotak

Murtuza Arsiwalla, senior analyst, Kotak Institutional Equities has a buy on CESC.

Idea cleanest India story, cautious on HUL: Kotak Equities

Sandeep Bhatia, executive director and head of sales, Kotak says the obstacles in other EMs are only the tip of the iceberg, which is not the case with Indian fundamentals, which he sees improving.

Positive on oil sector post recent reforms: Kotak Equities

Focusing on the recent spate of reforms in the oil sector implemented by the Government, Sanjeev Prasad, executive director, Kotak Instituitional Equities, says sentiment impact of the reforms is far more than immediate earnings impact.