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ABHIRAM ELESWARAPU
ETMarkets Smart Talk | 2H2025 market returns may moderate, but India’s long-term story intact: Abhiram EleswarapuIndia outperformed considerably in 2024 which partly explains part of the underperformance this year. By around September last year, valuat...- ETMarkets Smart Talk | IT, Pharma face global headwinds; Banks and Telcos offer safety: BNP Paribas’ Abhiram EleswarapuThe recent market drawdown may have already factored in some but not all potential earnings cuts, especially in globally exposed sectors su...
- Correct recipe brewing for a largecap outperformance next year: Abhiram Eleswarapu“Largecap banks, IT services and industrials are the three areas that we are focussed on. The recipe is for a largecap outperformance next ...
- Abhiram Eleswarapu on 3 themes BNP Paribas continues to be overweight on“There will be a range-bound market at least for the next few months until the next trigger comes in. Valuations for the Nifty are slightly...
- Should you still be a buyer in IT stocks? Abhiram Eleswarapu answersOne of the interesting changes that we have seen in IT, especially over the last three to five years is that what we used to traditionally ...
- We are in a valuation-led correction; theoretically, another 10% downside possible: Abhiram Eleswarapu“Value or growth at a reasonable price is probably what is most important today and it is not because we are not positioning ourselves for ...
- We see Sensex@62,000; 3 themes to do well going forward: Abhiram Eleswarapu“We have a fairly bottom up approach looking at good quality companies that offer good earnings growth and good management. Broadly financi...
- Energy shortages could last till middle of next year: Abhiram Eleswarapu, BNP Paribas“Market now looking towards Q2 earnings and the potential of a Fed taper in the next month or so.”
- BNP Paribas sees Sensex at 44,500 by December end"India, despite its sharp economic slowdown, offers high quality compounders and a few attractively valued candidates poised for a potentia...
- Midcaps ready to bounce back? Foreign funds spot an opportunityOverseas funds had raised ownership in more than 60 midcaps in the September quarter.
- Goel’s battered smallcaps stage solid rebound; look which stocks rose mostGoel's portfolio stocks have rallied up to 52 per cent against a 4.4 per cent rise in Sensex.
- BNP sees second-order boost on India tax cut, tweaks stock picksSince the tax cut, mid cap stocks have jumped 9 per cent while small cap names gained 7 per cent.
- Tax cut to broaden the number of stocks investors can look at: Abhiram Eleswarapu, BNP ParibasMid and smallcaps trading well below the historic levels, says BNP Paribas' Eleswarapu.
- BNP Paribas bets on rains to lift consumer spendingSales of staples will recover in the second half of the fiscal year that began April 1.
- BNP picks battered India financials from rubble of equities routThe sell-off has made valuation cheaper but the Nifty and the BSE500 are trading well.
- BNP says Indian IT ahead of curve in automationThis is a rare voice of optimism as the general view is that IT companies will face tremendous disruption and revenue contraction.
- Analysts hail Infosys' Singapore road show for Asia investorsSome analysts even raise Infosys FY17 EPS by almost 4 per cent post road show. Infosys shares gained 2 per cent on Tuesday to end at Rs 116...
- Has Narayana Murthy compromised Infy’s high standards?A section of market observers feel the Infosys co-founder has compromised the high corporate governance standards he had previously set.
- Investors, analysts to track Infosys for growth momentumA decision to stop giving guidance would be a surprise for Infy, whose earnings and management commentary would set expectations for IT sec...
- MphasiS may see rough patch as HP business declinesWith no end in sight to falling business from parent Hewlett-Packard, mid-sized IT services firm MphasiS may be headed for a rough patch.
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