Indian equity indices concluded FY26 with their worst fiscal performance since FY20, with the Nifty and Sensex registering losses. The outl...

Amit Khurana from Dolat Capital explains that although India's market needs some normalization in the short term, it remains a top emerging...

TCS and Infosys, pricing has become a very important element. I am hearing more evidence of that on TCS than Infosys.

So, 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 ...

Well, primarily based on the EPC model. They do have BOT projects, but all except one are operational.

What you are going to see over the next few months, and at least, the first half of CY16 is elevated levels of volatility.

Well, quite a few. As I said, the news flow at the company level, at the segment level has been fairly supportive.

We 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...

We believe that there will be other categories which will get benefited and, thus, Pidilite will stand better ground in 2016 versus 2015, s...

We had figured the stock in our list of preferred universe in the last quarter; the stock is attractively priced, says Khurana.

"My first reaction is that the numbers are in line; that's how I would put it. The bottom line seems okay."

From 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 ...

The midsized companies will have higher potential versus some of the larger players because of the valuation gap that is one thing.

The NBFC space stands better now and especially one has got to pick up the right segments and pockets to play around on.

We 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. They need some correction."

ET Now, has partnered with the Indian CFA institute to cover their annual event. Amit Khurana, Director Research, Dolat Capital, talks abou...