“I think what is working is expectation of the capital expenditure recovery, both state, centre, as well as private sector and as it is the consumption generally picks up in …
“If you look a little bit deeper into the numbers, then you will find that even within urban, urban metro cities was the one that actually slowed down very drastically …
“So, I think that that is the key question which remains in Reliance that how are the three businesses going to be listed separately and if it is going to …
“So, realistically, we are not going to expect any major announcements between now and the next three to three-and-a-half months from the new administration,” says Gautam Trivedi, Nepean Capital.Looking at …
“Some volatility is to be expected and we should be trying to take advantage of that volatility rather than getting scared of it. Shallow in terms of correction, I think …
“Demand had been depressed for a while. What has happened is firstly, things were never as good as the companies were talking about back two-three months back, but equally we …
“We like the CDMO space, no doubt about that and that is why we have only one player out there, which is probably one of the best players within that …
“The economy has slowed down. Now let us see how the festival sales do and if there is a sort of sharp uptick in the economy once again, which as …
“I think that way there is a slight set of headwinds. But I feel given the criteria that RBI seems to be talking about from MFIs and from NBFCs that …
“I think the broader call one will have to take only post getting the clarity on the earnings picture. But my overall view is that the Nifty or the largecap …