MNCs are usually well-capitalized with low debt exposure and good dividend policies. Most of the MNCs have market leadership in their category of operations and strong brand equity.
We see Budget 2020 as a near-term event, and longer-term/strategic asset allocations need to be guided by fundamentals researched by expert advisors.
If one is looking to book profits then this is time, says Ajay Srivastava, CEO, Dimensions Consulting. Despite Narayana Murthy‘s return to Infosys, Srivastava is not so gung-ho on the stock and cautions that its June quarter earnings are likely to be worse than January-March.
Nikhil Nanda, MD of JHS Svendgaard, in an interview with CNBC-TV18’s Reema Tendulkar and Ekta Batra, spoke about the recent happenings in the company and the future ahead.