Midcap It

Nilesh Shah explained the potential of MapmyIndia, recent underperformance of HDFC Bank, recent term outlook for Indian market as international investors are waiting for post election period to deploy capital.

Indian market to keep going up despite negative global cues: Atul Suri of Marathon Trends

Suri is overweight on Midcap IT space and NBFCs due to niche consumer base and focus on technology of the former and price and earnings growth in the latter.

Midcap IT’s recovery optimism faces investor scrutiny

While frontline IT companies are uncertain about the near term outlook, Coforge, Persistent Systems and Mphasis sounded confident about sequential recovery

Bullish real estate cycle has just begun: ICICI Prudential AMC CEO Nimesh Shah

Shah, who is a firm believer in the mean reversion theory, says sectors that haven’t done quite well in 2022 will bounce back in 2023. He says sectors like banking, technology, pharma, infra or anything related to construction, which is real estate, are the ones to watch out for

Record order wins provide fresh impetus to Mphasis’ growth

Order inflows in the June quarter are equivalent to 45 percent of the total deal wins in FY21. The strong order wins will help Mphasis overcome revenue deceleration in one large account

Midcap IT remains soft, but few growth outliers seen: CLSA

An analysis of December quarter results by the brokerage showed that they continued to under-grow global digital pure-plays sharply and have significant variance in their performance.

Dipan Mehta predicts 3 winning sectors of 2016

While the economy may not have started looking up, there were some sectors that shined bright in 2015. NSE, BSE member Dipan Mehta says pharmaceuticals, midcap IT and private sector banks will control the leading baton in 2016.

Mkt keenly waiting for GST, interest rate cut: Dipan Mehta

The market is now more focused on if the government will be able to hold a special parliament session for GST and if there is a case now for RBI to cut interest rates, says Dipan Mehta.

Interact with CNBC-TV18: Here's how HDFC Securities is playing Infosys

Dipen Sheth of HDFC Securities says Infosys is the big boy of Indian IT, which has gone through a stumble in the last three-four years and the generation change or shift has played out.

Tech Mahindra, Wipro, MindTree top picks: Rahul Singh

Rahul Singh, Head of Equity Research of Standard Chartered Securities says that Tech Mahindra, Wipro, MindTree and HCL Technologies are top picks.

Buy Mahindra Satyam at Rs 105 levels: PN Vijay

Portfolio Manager PN Vijay feels that midcap IT is in a slightly difficult zone because of the unpredictable nature of profitability. He recommends buying Mahindra Satyam at Rs 105 levels.

Midcap IT space looks cheap, says Dipen Sheth

The midcap IT sector is currently looking attractively cheap, says Dipen Sheth, Head-Institutional Research of HDFC Securities.

Pick midcap IT now; bullish on Divis, Sun Pharma: HDFC Sec

With the elections coming closer, there is not much room left for any major policy changes. The market is holding steady because of inflows and slight improvement in macros, but no hope on policy front.

Sukhani upbeat on midcap IT

Sudarshan Sukhani, s2analytics.com is upbeat on midcap IT.

Bank Nifty under pressure; short OBC: Sudarshan Sukhani

Technical analyst, Sudarshan Sukhani, s2analytics.com says Bank Nifty is showing signs of pressure since both its components, the PSUs and the large private banks are showing weakness.

Mkt may see 15% gain in 1-year, but be in defensives: Ambit

Global markets have been subdued over the last few sessions. In an interview to CNBC-TV18, Andrew Holland, Ambit Capital says the new leadership in China would lead to positive noises about growth, going forward, for the country.

MphasiS can touch Rs 432: Amit Gupta

MphasiS can touch Rs 432, says Amit Gupta of ICICI Direct. We have the Infosys results lined up, so it is possible that the midcap IT stocks may start performing little bit, they may start seeing some short covering also particularly in the case of MphasiS because it has pretty long period of consolidation.

See Nifty sliding to 5100-5150: Sukhani

Technical analyst Sudarshan Sukhani of s2analytics.com sees Nifty slipping to 5,100 to 5,150 levels, however he adds that this is not the beginning of a new bear market.

Build short positions if Nifty moves towards 5200: Sukhani

Sudarshan Sukhani of S2analytics.com sees Nifty moving in a 200 points range in the near term. In an interview to CNBC-TV18, Sukhani said that the upper range for the Nifty would be 5,200 while the lower range would be 5,000.

ING Investment upbeat on private sector banks and midcap IT

K Ramanathan, chief investment officer of ING Investment Management India joins CNBC-TV18 to tell what he has made of both the earnings season as well as the trends in the market.

Kotak ups Infosys EPS, picks Hexaware among midcaps

Kawaljeet Saluja, associate director and head of research, Kotak Institutional Equities joins CNBC-TV18 to discuss the way forward for Infosys and the IT sector on the whole.

Antique Stock view: How will IT biggies fare this earnings?

Sandip Agarwal, IT Analyst from Antique Stock Broking, in an interview with CNBC-TV18’s Anuj Singhal and Latha Venkatesh, spoke about his reading of the market and his outlook.

UBS Securities positive on Patni Computer

Suresh Mahadevan, MD & Head of Indian Equities at UBS Securities is positive on Patni Computer Systems.

Baliga warns mkts may slip to 5200, bets on steel on dips

In an interview to CNBC-TV18 Ambareesh Baliga of Karvy Stock Broking said that the markets may possibly fall closer to 5,200. “Before that we could have a few small bounce backs but 5,700 levels would be a major resistance. Crossing that would be difficult,” he explained.