Jun 19, 2021 11:28 AM IST
This dip could be a good opportunity to accumulate, says Kulkarni
- Jun 09, 2021 07:37 AM IST
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
- Apr 30, 2021 07:29 AM IST
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.
- Apr 09, 2021 08:07 AM IST
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.
- Feb 19, 2021 07:51 AM IST
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.
- Jan 06, 2021 07:42 AM IST
Kulkarni, who has over 10 years of experience in the capital market, says he would prefer mid and small-caps in 2021.
- Oct 01, 2020 08:09 AM IST
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.
- Sep 11, 2020 08:02 AM IST
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.
- Aug 20, 2020 08:01 AM IST
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.
- Jul 31, 2020 08:24 AM IST
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.
- Jul 22, 2020 11:03 AM IST
In order of preference, tractors, two-wheelers and entry-level passenger vehicle sales are likely to de well over the medium term.
- Jun 22, 2020 12:45 PM IST
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.
- Apr 21, 2020 11:47 AM IST
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.
- Apr 03, 2017 09:58 AM IST
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.
- Mar 24, 2017 03:04 PM IST
Acquiring Tikona’s spectrum assets is a good strategy and value accretive for Bharti, said Naveen Kulkarni of PhillipCapital.
- Mar 07, 2017 08:56 AM IST
Top 10 ideas are Vedanta, Tata Steel, Bharti Airtel, IRB Infrastructure, HCC, ITC, Zee Entertainment, Titan Company, Escorts and VA Tech Wabag, Kulkarni says.
- Feb 28, 2017 10:18 AM IST
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.
- Feb 21, 2017 03:40 PM IST
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.
- Dec 29, 2016 08:44 AM IST
Within exports theme, top picks are Infosys, Sun Pharma, and Aurobindo Pharma, says Naveen Kulkarni of PhillipCapital.
- Oct 26, 2016 03:38 PM IST
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.
- Oct 26, 2016 10:33 AM IST
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.
- Oct 25, 2016 07:37 PM IST
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.
- Sep 30, 2016 01:09 PM IST
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.
- Aug 09, 2016 10:41 AM IST
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.
- Jul 27, 2016 06:29 PM IST
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.