Manishi Raychaudhuri

With the investors taking advantage of the large market blocks, an avenue for private equity investors to exit and promoters to realise the value of their investments is formed.

Investors have to brace for more downside in near term: BNP Paribas’ Manishi Raychaudhuri

Manishi Raychaudhuri feels that the market could go as much as 15-20 percent lower based on earnings downgrade

BNP Paribas expects euphoria on the Street if BJP wins in UP

Manishi Raychaudhuri of BNP Paribas expects Sensex to touch 30,300 points by the end of 2017.

Union Budget 2017-18: Corporate tax cuts, higher bank recap eyed, say experts

Chetan Ahya, Co-Head Of Global Economics & Chief Asia Economist, Morgan Stanley expects fiscal deficit target to be kept around 3.3 percent. He also believes an increase in PSU bank recapitalisation to Rs 25,000 crore will lift sentiment.

BNP Paribas pegs FY18 EPS growth at 12-14%

Consensus earnings estimates for FY17 and FY18 are way off charts, said Manishi Raychaudhuri, Asian Equity Strategist - Equity Cash Asia Pacific at BNP Paribas. He pegged earnings growth for FY17 in single-digits and for FY18 in low double digits.

Expect GDP & earnings to trend down for next 2 qtrs: BNP Paribas

GDP and corporate earnings could drag down for next two quarters, Manishi Raychaudhuri, Asian Equity Strategist - Equity Cash Asia Pacific at BNP Paribas, said adding that a variety of factors including demonetisation have rendered useless the Sensex target of 29,000.

Republican govt in US -ve for EMs; India safe bet: BNP Paribas

Manishi Raychaudhuri of BNP Paribas said that this is the right time to focus on good quality companies on the secular, cash generators and companies whose return on equity have secularly been higher than the cost of equity.

Sensex target of 29,000 by 2016 end: BNP Paribas

The recent correction in the stock market has opened up a buying opportunity for investors, according to Manishi Raychaudhuri of BNP Paribas, who expects earnings and returns to broadly pick up for emerging markets.

Investors should stay defensive as correction looms large: BNP

Manishi Raychaudhuri of BNP Paribas sees earnings and economic growth soon. Companies catering to rural consumption would be the biggest beneficiaries of this growth. He also has a positive on private sector banks, cement and the IT sector.Equity investors should take defensive stance as correction looms large

Stick to Sensex target of 29,000 by Dec end: BNP Paribas

Manishi Raychaudhuri of BNP Paribas said he was sticking to his 29,000 yearend target for the Sensex, even as he said valuations are looking a bit stretched in the near term.

Why Sensex will take out 29,000 this year: BNP Paribas

Just ahead of the Union Budget, with the market trading close to 23,000 levels and a lot of pessimism building in, Manishi Raychaudhuri of BNP Paribas told CNBC-TV18 he expects the benchmark to reach 29,000 by December this year.

Budget 2016: Increase in planned expenditure expected, says Raychaudhuri

In an interview to CNBC-TV18‘s Latha Venkatesh & Sonia Shenoy, Manishi Raychaudhuri of BNP Paribas expressed his expectations from Arun Jaitely‘s Union Budget.

See Sensex at 29K by Dec 2016; no Fed rate hike: BNP Paribas

Manishi Raychaudhuri of BNP Paribas says economists were initially of the view that the US Federal Reserve will raise rates thrice in 2016, but now they feel that it may not raise rates even once in 2016 and 2017

Buy select largecaps, retail-focussed pvt banks: BNP Paribas

Manishi Raychaudhuri of BNP Paribas advises investors to go in for private sector banks that are focussed on consumer lending. Similarly, he adds that if one wishes to invest in industrials, then one should pick companies with less leverage.

China rout: Can India emerge relatively unscathed?

Vaibhav Sanghavi, Managing Director at Ambit Investment Advisory, does not think India can do well under the circumstances. To the extent, the company may even look at revising its FY17 Nifty target. "We may have to revise the 11000 Nifty target (by FY17) if earnings recovery continues to remain elusive," he says

Chinese dragon spews fire: Will it singe India?

The impact, which was felt in India as well, has worried observers who say the developments in China are not good either for equities or for the economy.

Mkts not driven by local issues; stock-selection key:BNP Paribas

Manishi Raychaudhuri of BNP Paribas says unless more clarity emerges on this turmoil (China) and the earnings scene, it will be difficult to predict the future

Manishi Raychaudhuri positive on four-wheeler stocks

Manishi Raychaudhuri, Asia-Pacific Strategist at BNP Paribas is positive on the four-wheeler stocks.

Prefer private sector banks: Manishi Raychaudhuri

According to Manishi Raychaudhuri, Asia-Pacific Strategist at BNP Paribas, one may prefer private sector banking stocks.

Add Power Grid Corporation: Manishi Raychaudhuri

According to Manishi Raychaudhuri, Asia-Pacific Strategist at BNP Paribas, one may look at Power Grid Corporation.

See 50% chance of a rate cut; like ONGC: BNP Paribas

While rebuffing the idea that India can rally even if emerging markets fall, Manishi Raychaudhuri, Asia-Pacific Strategist, BNP Paribas says: "India remains an island, and as a consequence, on a relative basis, I think it would outperform the market complex."

'Property, gold weakness will drive stock prices higher'

In an interview with CNBC-TV18, Manishi Raychaudhuri of BNP Paribas said the relative unattractiveness of alternate asset classes will result in a bounty for the stock market over the long term.

Positive on four-wheelers space: Manishi Raychaudhuri

Manishi Raychaudhuri of BNP Paribas is positive on four-wheelers space.

Prefer private banks: Manishi Raychaudhuri

Manishi Raychaudhuri of BNP Paribas is of the view that one may prefer private sector banking stocks.

Experts advice caution, say no need to buy in rush

Sudip Bandopadhyay, Destimoney Securities says it‘s more a falling knife situation and currently, there are too many moving parts in terms of Greece, China fall, Fed meet, Iran nuclear deal, IIP numbers, inflation etc., so it would be prudent to wait and watch and let things stabilise before buying.