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Vikas Khemani attributes LIC's post-listing struggles to a lack of governance confidence, despite strong financial metrics.
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The banking sector emerged as the consensus' top pick, with expectations of an outperformance largely driven by RBI's policy pivot towards growth accommodation and attractive valuations.
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As policy tailwinds continue to drive growth, Khemani believes investors should stay the course and capitalise on the sector’s long-term potential.
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The two suggest that banks are trading at significant discounts to their historical price-to-earnings (PE) multiples, with even large banks below 15 times earnings, making them attractive.
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Veteran market investors have praised the consumption boost in the Union Budget, one view is that valuations in the space cannot be overlooked, as also the increasing disruption being caused by new age players.
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Khemani said that pharma, IT, private sector banks, and PSU banks are doing fine and doesn't see any major structural weakness in earnings.
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As per News 18 Exit Polls, the NDA coalition is expected to get around 355-370 seats with BJP accounting for around 305-315 seats. The opposition I.N.D.I.A alliance is expected to get 125-140 with Congress bagging in the range of 62 to 72 seats.
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By 2035, India’s market capitalisation is likely to touch $18-20 trillion and Nifty between 90,000-1,00,000, said Vikas Khemani, Founder of Carnelian Asset Managers and Advisors
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Veteran investors explain how the stock stands to benefit from a changing environment
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In Moneycontrol’s Diwali Special discussion, Samvat 2080, fund managers share where their optimism in IT stocks comes from
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The Europe-based financial services group has bought 16.1 lakh shares, or 1.42 percent stake, in SAT Industries at an average price of Rs 85.05 a share
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At present 4-4.5 percent of corporate profit is devoted towards GDP but there is a strong possibility that in the near future, it will rise to we nearly 7-8 percent, says Khemani
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SAT Industries sold a 3.55 percent stake in Aeroflex Industries to Carnelian Structural Fund managed by Khemani and others for Rs 35.58 crore
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The founder of the asset management company says a higher contribution of manufacturing will lead to a higher capex, resulting in higher purchasing power of the people. This will lead to a cycle of wealth creation
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In an interview with CNBC TV-18, Vikas Khemani shared his views on the banking sector, automobile sector, and overall equity markets
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Current market cap to GDP ratio stood at 54%, last seen only in the 2008 crisis. Usually, through the cycles it oscillates between 50% to 150%.
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Vikas Khemani of Edelweiss Securities believes the market rally is going to stay for next 3-5 years.
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Idea Cellular on Monday announced that its board has approved the merger of Vodafone India and its wholly-owned subsidiary Vodafone Mobile Services Limited with itself in the process creating the country's largest telecom entity.
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Investors are expecting a clean sweep by the BJP in the elections. Sanjiv Bhasin, Executive VP - Markets at IIFL is of the opinion that a BJP clean sweep or not, Nifty will touch a new high in the coming week.
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After a high-pitch campaigning for over two months, exit polls results for the five poll-bound states — Uttar Pradesh, Punjab, Goa, Uttarakhand and Manipur — have been announced on Thursday evening.
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Investors are worried over President‘s Donald Trump‘s ‘Make in America‘ rhetoric, UK Prime Minster Theresa May‘s Brexit stance and Indian Prime Minister Narendra Modi‘s demonetisation drive. However, the rise of global protectionism is not a grave threat to the growth of markets in 2017, according to market experts.
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There is no doubt that the Indian equity market is in a structural bull market that has the potential to create wealth for investors is the word coming in from Vikas Khemani, President & CEO, Edelweiss Securities.
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Speaking to CNBC-TV18, Vikas Khemani, President and Chief Executive Officer at Edelweiss Securities, said that fiscal deficit would be the number to watch.
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Strong domestic flows are helping to hold up the market but Budget could be the next big trigger, says Vikas Khemani, President and CEO at Edelweiss Securities in an interview to CNBC-TV18.
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Premier stock exchange BSE's IPO pricing is "fair" and is based on robust feed back from institutional investors, according to investment bankers.
