Varun Lohchab, Head of Research- Institutional Equities, HDFC Securities, says “Axis Bank, ICICI Bank, Chola, LTI, Mindtree, Persistent are the top picks within banking and IT pack which still look …
Sanjiv Bhasin, Director, IIFL Securities, says “ this is the time to start to get overweight on Reliance, Apollo Hospital and ICICI. Apollo Hospital is seeing peer groups which are …
Saugata Bhattacharya, Chief Economist, Axis Bank, says “manufacturing, if it actually stalls, in addition to the agricultural uncertainty, given the low rains that we have seen in August, might actually …
Saurabh Mukherjea, Founder, Marcellus Investment Managers, says “China’s economic boom over the last 20 years supported commodity prices. China’s economic unwinding, perhaps its economic collapse over the next 10 years, …
Amit Kalyani, Joint MD, Bharat Forge, says “in Bharat Forge of 2023, defence is still a business going from incubation into production; EV is still being incubated, aerospace is still …
Rakesh Sharma, Executive Director, Bajaj Auto, says “the export opportunity is just unfolding. We are far from seeing it getting exhausted. The scope for two-wheelers in parts of Latin America …
Ajoy Choudhury, Director (Finance), REC, says the power company has taken a three-pronged approach to eliminate NPAs. “Now we deal with only very strong, generally A-rated players. Secondly, we do …
Sanjiv Bhasin, Director, IIFL Securities, says “in largecaps, this is a brilliant opportunity for Maruti, Lupin, Apollo Hospital and last but not least, Gujarat Gas. The largest city gas distribution …
Raamdeo Agrawal, Chairman, Motilal Oswal Financial Services Ltd (MOFSL), in conversation with Nikunj Dalmia of ET Now. Agrawal says “if the market remains flat, obviously my return will be coming …
Puneet Chhatwal, MD & CEO, IHCL, says “traditionally Q3 has been the strongest quarter for the sector and will continue to be so for Indian Hotels. What is interesting for …