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AMIT KHURANA
Amit Khurana backs LTIMindtree, OFSS and eClerx as tactical betsAmit Khurana of Dolat Capital has upgraded India's IT sector, citing depressed valuations and rupee depreciation as key drivers. He believe...
Sun Pharma deal structurally strong, debt the only overhang: Amit KhuranaMarket expert Amit Khurana offers insights on key corporate and regulatory developments. Sun Pharma's acquisition is seen as strategically ...
Dettol launches new campaign celebrating a mother's instinct to protectDettol launches an emotion-led campaign celebrating a mother’s instinct to protect. Conceptualised by Prasoon Joshi, the film highlights De...
Rewind FY26: Home bulls are just waiting for the bullets to stop flyingIndian equity indices concluded FY26 with their worst fiscal performance since FY20, with the Nifty and Sensex registering losses. The outl...
Amit Khurana on why Dolat Capital upgraded chemicals sector, how to play housing themeAmit Khurana from Dolat Capital explains that although India's market needs some normalization in the short term, it remains a top emerging...
IT space in for a tough time this year; TCS, Infosys set to lose: Amit KhuranaTCS and Infosys, pricing has become a very important element. I am hearing more evidence of that on TCS than Infosys.
Adlabs, Wonder La are growth plays for the next 2-3 years: Amit KhuranaSo, the argument there is that you are looking at over the next two-three years, if the utilisation levels for these asset start moving up ...
Prefer PNC Infra in the EPC space: Amit KhuranaWell, primarily based on the EPC model. They do have BOT projects, but all except one are operational.
First half of 2016 to see elevated levels of volatility: Amit KhuranaWhat you are going to see over the next few months, and at least, the first half of CY16 is elevated levels of volatility.
Aggregate earnings still to show the effect of positive newsflow for midcaps: Amit KhuranaWell, quite a few. As I said, the news flow at the company level, at the segment level has been fairly supportive.
Mphasis no more a one-trick pony; stay bullish: Amit KhuranaWe still see some bit of a scope for valuation re-rating over the next 12 to 18 months; we expect the company to report decent numbers, say...
Expect Pidilite to see revival in volume growth in FY17: Amit KhuranaWe believe that there will be other categories which will get benefited and, thus, Pidilite will stand better ground in 2016 versus 2015, s...
Power Grid looks attractively priced; stay positive: Amit KhuranaWe had figured the stock in our list of preferred universe in the last quarter; the stock is attractively priced, says Khurana.
Infosys' numbers in line; bottom line seems okay: Amit Khurana, Dolat Capital"My first reaction is that the numbers are in line; that's how I would put it. The bottom line seems okay."
Neutral on IT companies: Amit KhuranaFrom a sectoral perspective also we are more in the neutral kind of a stance so probably that is a reflection of what we would expect from ...
Mid-sized cement companies better placed than large cap ones: Amit KhuranaThe midsized companies will have higher potential versus some of the larger players because of the valuation gap that is one thing.
Rate cut to benifit companies in NBFC space : Amit KhuranaThe NBFC space stands better now and especially one has got to pick up the right segments and pockets to play around on.
Bullish on Maruti, Bajaj Auto, Whirlpool: Amit KhuranaWe also prefer some of the players which are more as I said discretionary in nature so that is how we are preferring to play this around th...
Take money off Astral Poly and Supreme Industries: Amit Khurana"Take money off Astral Poly and Supreme Industries. They need some correction."
- Market likely to be range bound for next few months: Amit Khurana, Dolat Capital
ET Now, has partnered with the Indian CFA institute to cover their annual event. Amit Khurana, Director Research, Dolat Capital, talks abou...