While its attractive pricing has slightly narrowed, the brokerage firm has said that Mankind Pharma's products are still priced at a 21 percent discount to major rivals
Sandeep Bhatia said the current flow of liquidity from the US will tend to slow down in the next two years although it will be in abundance in Europe and Japan; and India can enjoy some of the benevolence coming from Japan.
Kotak Institutional Equities upgrades India Infoline Ltd (IIFL) to "add" from "reduce," calling valuations "reasonable" after a recent correction.
Ravi Iyer, senior ED & co-head, Kotak Institutional Equities, says that investors are right now taking a breather in terms of market participation and are waiting to see how the Budget will pans out. There are expectations that the upcoming Budget will be pragmatic and growth-oriented Budget.
Rohit Chordia, Kotak Institutional Equities, says that given the data off take we have seen in the last two or three years, since 3G networks was rolled out, and the limited success that Bharti has seen with its 4G rollouts in a few cities, he feels it will be logical to assume that RIL will enter the voice market.
Private sector lender, IndusInd Bank will announce its third quarter earnings today. MB Mahesh, analyst, Kotak Institutional Equities expects the bank to deliver strong numbers with earnings growth of over 25 percent for the current quarter.
Sanjeev Prasad, Kotak Institutional feels that, investors should wait for six months before they take a more positive or constructive view of infra names.
Sanjeev Prasad, Kotak Institutional overweight on banking stocks.
Reduce Reliance Industries, says Sanjeev Prasad, Kotak Institutional.
Sanjeev Prasad, Kotak Institutional view on telecom sector.
Q3 earnings disappointed for a few sectors. We have made a few minor changes to our model portfolio and will wait for the budget before changing our views, says Sanjeev Prasad of Kotak Institutional.