naveen kulkarni
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  • FMCG a dark horse! Dip in market likely in the run-up to the Q1 results: Naveen Kulkarni of Axis Securities Jun 19, 2021 11:28 AM IST

    FMCG a dark horse! Dip in market likely in the run-up to the Q1 results: Naveen Kulkarni of Axis Securities

    This dip could be a good opportunity to accumulate, says Kulkarni

  • DAILY VOICE | Major pent-up demand in travel & hospitality which is likely to pick up with unlocking: Naveen Kulkarni of Axis Securities Jun 09, 2021 07:37 AM IST

    DAILY VOICE | Major pent-up demand in travel & hospitality which is likely to pick up with unlocking: Naveen Kulkarni of Axis Securities

    The demand scenario will remain uncertain during the year. This could mean negative surprises in the growth rate while inflation continues to rise. Thus, there are real macro risks for the equity markets in the near to medium term, said Kulkarni

  • DAILY VOICE | Use sharp fall in BFSI stocks to accumulate: Naveen Kulkarni of Axis Securities Apr 30, 2021 07:29 AM IST

    DAILY VOICE | Use sharp fall in BFSI stocks to accumulate: Naveen Kulkarni of Axis Securities

    Mid and small-caps have started outperforming and we can expect this trend to continue. So, buying growth at a reasonable price that combines both growth and value themes will perform very well in FY22, said Kulkarni.

  • DAILY VOICE | Another strong year, 20% return in FY22 cannot be ruled out: Naveen Kulkarni of Axis Securities Apr 09, 2021 08:07 AM IST

    DAILY VOICE | Another strong year, 20% return in FY22 cannot be ruled out: Naveen Kulkarni of Axis Securities

    Commodities should continue to perform even though there are near-term challenges. The cycle has turned after a long time and seems more likely to sustain, says Kulkarni.

  • DAILY VOICE | Naveen Kulkarni of Axis Securities feels that we are set for a good earnings upgrade cycle Feb 19, 2021 07:51 AM IST

    DAILY VOICE | Naveen Kulkarni of Axis Securities feels that we are set for a good earnings upgrade cycle

    SIP in stocks is a good way forward for a lot of investors but investors will need to devote some time to watch the portfolios, says Kulkarni. Another simple way is the MF route to participate in the equity markets.

  • DAILY VOICE | Budget 2021 could be disappointing, bet on mid & smallcaps: Naveen Kulkarni of Axis Securities Jan 06, 2021 07:42 AM IST

    DAILY VOICE | Budget 2021 could be disappointing, bet on mid & smallcaps: Naveen Kulkarni of Axis Securities

    Kulkarni, who has over 10 years of experience in the capital market, says he would prefer mid and small-caps in 2021.

  • DAILY VOICE | US elections, rising COVID cases and valuations to drive markets: Naveen Kulkarni of Axis Securities Oct 01, 2020 08:09 AM IST

    DAILY VOICE | US elections, rising COVID cases and valuations to drive markets: Naveen Kulkarni of Axis Securities

    October will be an interesting month marked by market volatility on account of upcoming US Presidential elections, earnings especially for the BFSI sector, and local political events like the Bihar elections.

  • DAILY VOICE | Correlation between India and US markets is about 70-80%: Naveen Kulkarni Sep 11, 2020 08:02 AM IST

    DAILY VOICE | Correlation between India and US markets is about 70-80%: Naveen Kulkarni

    If the US markets see a sell-off then it is very likely that even Indian markets would correct as the correlation with the US markets has increased significantly in recent times.

  • DAILY VOICE | US presidential elections may not have significant impact on Indian markets: Naveen Kulkarni of Axis Securities Aug 20, 2020 08:01 AM IST

    DAILY VOICE | US presidential elections may not have significant impact on Indian markets: Naveen Kulkarni of Axis Securities

    The biggest risk to equity markets is still the economic recovery and the hurdles to it, and the US presidential elections may not have a significant impact, says Naveen Kulkarni of Axis Securities.

  • DAILY VOICE | We like HCL Tech, Infosys & MindTree from IT space: Naveen Kulkarni of Axis Securities Jul 31, 2020 08:24 AM IST

    DAILY VOICE | We like HCL Tech, Infosys & MindTree from IT space: Naveen Kulkarni of Axis Securities

    IT sector performance has exceeded even these expectations with Infosys reporting brilliant performance across the board. We see value across the sector at this point.

  • Auto sector seeing green shoots; tractors, 2-wheelers and PV likely to do well Jul 22, 2020 11:03 AM IST

    Auto sector seeing green shoots; tractors, 2-wheelers and PV likely to do well

    In order of preference, tractors, two-wheelers and entry-level passenger vehicle sales are likely to de well over the medium term.

  • Financials witnessing catch-up rally due to cheap valuations and Unlock-1: Naveen Kulkarni Jun 22, 2020 12:45 PM IST

    Financials witnessing catch-up rally due to cheap valuations and Unlock-1: Naveen Kulkarni

    The level of 10,500 on the Nifty will be a very critical level for the market on the upside, and on the downside 9800 will act as a support. The market seems to have good downside support.

  • In banking space, Kotak Mahindra and ICICI Bank look attractive: Naveen Kulkarni Apr 21, 2020 11:47 AM IST

    In banking space, Kotak Mahindra and ICICI Bank look attractive: Naveen Kulkarni

    There are a wide range of stocks that look attractive over the medium to long term. In Banking, ICICI Bank and Kotak Mahindra Bank look attractive, says Naveen Kulkarni.

  • Surprised that Jio extended offer considering strong conversion: ICICI Direct Apr 03, 2017 09:58 AM IST

    Surprised that Jio extended offer considering strong conversion: ICICI Direct

    Reliance Jio has extended its deadline for subscribing to Prime membership to April 15, 2017. Bhupendra Tiwary, Research Analyst, Telecom and Media at ICICI Direct shared his views on how Reliance Industries Ltd (RIL) would react today on the back of this newsflow and what the other incumbents could face like Bharti Airtel and Idea Cellular.

  • Acquiring Tikona’s spectrum to be value accretive for Bharti Airtel: PhillipCapital Mar 24, 2017 03:04 PM IST

    Acquiring Tikona’s spectrum to be value accretive for Bharti Airtel: PhillipCapital

    Acquiring Tikona’s spectrum assets is a good strategy and value accretive for Bharti, said Naveen Kulkarni of PhillipCapital.

  • Vedanta, Bharti, IRB, Escorts, ITC top ideas: PhillipCapital Mar 07, 2017 08:56 AM IST

    Vedanta, Bharti, IRB, Escorts, ITC top ideas: PhillipCapital

    Top 10 ideas are Vedanta, Tata Steel, Bharti Airtel, IRB Infrastructure, HCC, ITC, Zee Entertainment, Titan Company, Escorts and VA Tech Wabag, Kulkarni says.

  • Airtel revenue may fall by 1% post roaming cost cut: PhillipCap Feb 28, 2017 10:18 AM IST

    Airtel revenue may fall by 1% post roaming cost cut: PhillipCap

    Naveen Kulkarni of PhillipCapital is of the opinion that Reliance Jio finally becoming paid does not spell good news for incumbents. He instead says that the Rs 303 scheme introduced by Mukesh Ambani last week is very competitive and so will continue to maintain pressure on exisiting operators.

  • Jio Prime offer to hasten telecom sector consolidation: Analyst Feb 21, 2017 03:40 PM IST

    Jio Prime offer to hasten telecom sector consolidation: Analyst

    Mukesh Ambani continues to maintain a large amount of pressure on other telcom players, said Mahesh Uppal of Com First India. He expects further consolidation in market.

  • See populist Budget, rate cuts likely to be deferred: PhillipCap Dec 29, 2016 08:44 AM IST

    See populist Budget, rate cuts likely to be deferred: PhillipCap

    Within exports theme, top picks are Infosys, Sun Pharma, and Aurobindo Pharma, says Naveen Kulkarni of PhillipCapital.

  • GST hangover to remain for ITC in short-medium term: Pros Oct 26, 2016 03:38 PM IST

    GST hangover to remain for ITC in short-medium term: Pros

    Sanjay Manyal of ICICI Direct is positive on the stock on FMCG side. Food business is expected to grow at 15 percent plus compounded annual growth rate and will aid future growth for the company.

  • Bharti Airtel's cost structure well managed: Phillip Capital Oct 26, 2016 10:33 AM IST

    Bharti Airtel's cost structure well managed: Phillip Capital

    Naveen Kulkarni of Phillip Capital spoke about Bharti Airtel numbers. Commenting on a good set of numbers, he said they the telco‘s cost structure is was managed well.

  • Effective cost management boosted Bharti's Q2 margins: Experts Oct 25, 2016 07:37 PM IST

    Effective cost management boosted Bharti's Q2 margins: Experts

    Telecom operator Bharti Airtel's consolidated profit during July-September quarter declined marginally to Rs 1,461 crore from Rs 1,462 crore in previous quarter but that was far ahead of analysts' estimates on better-than-expected operational performance.

  • Telcos may spend Rs 40,000cr at spectrum auction: PhillipCap Sep 30, 2016 01:09 PM IST

    Telcos may spend Rs 40,000cr at spectrum auction: PhillipCap

    Reliance Jio, which is expected to shell out around Rs 9,000 crore at the auction, could have a significant impact on the financial performance of other telcos, Naveen Kulkarni, PhillipCapital says. Third quarter numbers are likely to reflect the amount of impact.

  • Idea to bounce back from 52-week lows: PhillipCap Aug 09, 2016 10:41 AM IST

    Idea to bounce back from 52-week lows: PhillipCap

    Naveen Kulkarni of PhillipCapital told CNBC-TV18 that there is pressure on the company's balance sheet but it is manageable and despite the 52-week low, he does not see much downside in the stock price of Idea Cellular from current levels.

  • Increased focus on profitability good for Bharti Airtel: Pros Jul 27, 2016 06:29 PM IST

    Increased focus on profitability good for Bharti Airtel: Pros

    Bharti Airtel's first quarter results hint the company is now focusing more on efficiency and profitability than making it voluminous, says Prakash Diwan of prakashdiwan.in.

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