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goldilocks scenario

Fed rate cuts: Manishi Raychaudhuri on factors that will dictate the market in next few months

by Tudur Aled
Fed rate cuts: Manishi Raychaudhuri on factors that will dictate the market in next few months

“If I look at, let us say, the Sensex or Nifty, they are trading at about 24 times one year forward PE, 15% to 20% higher than the long-term averages. …

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sectors to bet on: Looking at a Goldilocks scenario for corporate earnings? Mukul Kochhar is betting on 3 sectors

by Tudur Aled
sectors to bet on: Looking at a Goldilocks scenario for corporate earnings? Mukul Kochhar is betting on 3 sectors

Mukul Kochhar, Head of Institutional Equities, Investec Capital Services, says he is bullish on financials, auto and pharma sectors. Financials include some very high-quality banks, regulated banks, small finance banks …

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