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Showing posts with label
Expert View-Markets-Economic Times
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Showing posts with label
Expert View-Markets-Economic Times
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Why Vivek Mavani is betting on these 6 stocks
I would not read too much into the budget. It is an event that is gone by already.
Expect Nifty to head towards 11,400- 11,350 over next few days: Kunal Bothra
I am expecting the choppiness and downward drift on the index to continue next week.
Powell overly dovish, likely to cut rates by 25 bps in July: Ryan Sweet, Moody's Analytics
Powell did exactly what the markets wanted him to do and he is overly dovish
We have tried to change our thinking at multiple levels in Economic Survey: KV Subramanian
To view an economy as being in a virtuous or a vicious cycle works, says the CEA.
My estimate is that Sensex will cross 50,000 in 18-24 months: Motilal Oswal
"Overseas investors are quite optimistic about the environment in India."
Planned Sebi cap on royalty to benefit responsible, big companies: Harish Bijoor
That could be a good move though it does not benefit anyone too much, says the brand expert.
India’s a thriving economy, but very expensive in global context: Christian Gattiker-Ericsson, Julius Baer
"We could see a major emerging markets boom in early 2020s, similar to what we saw in 2002 and 2003."
Demand should start piling up before this financial year ends: Dinanath Dubhashi
Our faith is in areas that we are in — renewables, roads refinance and transmission, says L&T Fin MD.
Fed not likely to cut rates this time: Peter Cardillo, Spartan Capital
“I believe Fed will have a dovish communiqué and open the window for an eventual cut.”
Avoid NBFC and PSU bank stocks completely for next 12 months: Suresh Ganapathy, Macquarie
"Private banks have enough capital to grow and can easily gain market share from PSU banks."
HSBC raises HDFC’s target price to Rs 2,500, says NBFC crisis to help co gain market share
The target price increase comes after the recent rating downgrade of HDFC by Nomura.
BOI AXA scheme’s NAV slumps 15.34% on Sintex BAPL writeoff
Move aimed at protecting investors even as bonds continue to be rated ‘A’ by Brickworks
Monsoon and Budget big drivers in near future: Sameer Narayan
“Probability of positive earnings would give room for valuations in beta companies to trend up.”
Policy transmission is a key challenge: Shaun Roache, S&P
"India has the potential to grow much faster but that needs a , sequenced and powerful reforms agenda."
India could get re-rated if interest rates move lower: Michael Hartnett, BofAML
"From 2021-22, EMs will be better because US market & tech stocks would be off their peaks."
Market wants FM Nirmala Sitharaman to focus on growth
Investors are suggesting a string of measures that the new FM and government could focus on to revive the economy.
We are open to inorganic growth, this is the future: Rajkiran Rai, Union Bank
"We are adequately capitalised after getting Rs 4,100 crore from govt and Rs 600 crore from ESPS."
This is the right time to buy both largecaps and midcaps: Chakri Lokapriya
Aviation companies are good trades rather than long-term investments, says Lokapriya.
Commercial real estate vacancy levels are minimal, rentals also becoming stronger: Irfan Razack, Prestige Estates
Companies are willing to pay for good quality grade A spaces, said Razack
Fear of 2008 is still one of the sentiment drivers of global markets: Morgan Housel
“Investor should probably temper their expectations for future returns given how long a bull run has gone on.”
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