Tue, Apr 05, 2022
Tarun Birani, Founder CEO at TBNG Capital Advisors said that India's IT sector has a healthy order book and growth levers are in place which puts many companies on the cusp of a multi-year growth trajectory.
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Mon, Apr 04, 2022
Pradeep Gupta, Co-Founder & Vice Chairman, Anand Rathi Group thinks that the fundamentals of financials and pharma sectors would positively surprise the market in FY23 and there is relative value in these segments
Thu, Mar 31, 2022
Abhay Agarwal, Founder, and Fund Manager, Piper Serica said that with an expected growth of 15% in corporate earnings, and assuming no geopolitical event, we can expect the Indian market to provide a 15-20% return in FY23
Tue, Nov 09, 2021
Mohit Ralhan, Managing Partner & Chief Investment Officer of TIW Private Equity, said that Samvat 2078 is expected to be the year of normalization, and therefore, investors are likely to get a lot of opportunities to create wealth.
Wed, Nov 03, 2021
We believe it is time to review the entire portfolio and recalibrate it with the initial target allocation, which will help in bringing down the overall portfolio risk, Neeraj Chadawar, Head - Quantitative Equity Research, Axis Securities said in an interview.
Tue, Oct 26, 2021
One should always keep a watch on a) bond yield, b) market cap-to-GDP ratio, and c) corporate earnings trajectory as these parameters decide on where the market will be headed next, Vinit Bolinjkar, Head of Research, Ventura Securities Ltd, said.
Fri, Oct 22, 2021
Corporate earnings growth has been resilient, and corporate debt to GDP is at a level of about 4.5%, which is the lowest in several decades, Vaibhav Agrawal, CIO, TejiMandi said in an interview with Zeebiz’s Kshitij Anand.
Fri, Oct 15, 2021
He feels valuations in pockets of markets are looking stretched – some of them may be benefitting out of temporary events example - power, coal commodities, while some others may be benefitting out of long-term trends such as EV, platform companies, etc.
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