India’s rural economy faces pressure in 2026 from a likely El Niño-driven weak monsoon and rising input costs due to US-Iran tensions. Lowe...

Stock markets rebounded after last week’s selloff, driven by GST cuts, festive demand expectations, and global partnerships. Dhananjay Sinh...

Dhananjay Sinha of Systematix Group notes US tariffs impact on pharma. A correction is seen in US-exposed companies. Tariff investigation o...

Dhananjay Sinha of Systematix Group suggests a potential investor shift from banking due to low earnings growth, favoring sectors with stro...

Dhananjay Sinha of Systematix Group indicates a recovery in the Information Technology sector. Improved US-China relations are easing inves...

Dhananjay Sinha, Co Head of Equities & Head of Research at Systematix Group, highlights the importance of a case-by-case approach in the ph...

The IT and pharma space will continue to see a good amount of traction.

"The volume surprises have been pretty strong for the auto space and that should reflect in the numbers."

We will start worrying when crude oil prices go significantly higher than $60-65 a barrel, says Sinha.

In a chat with ET Now, Dhananjay Sinha, Emkay Global Financial says banks that have high retail proportion on the lending side have done re...

"If you look at the IT sector, it has been a mixed pack. Infosys surprised us with a dollar revenue growth above 6%; TCS was below expectat...

In an interview with ET Now, Dhananjay Sinha, Head – Institutional Research – Economist & Strategist, Emkay Global Financial Services Ltd, ...

"The market has actually been close to new highs or making new highs every now and then, but the underlying fundamentals have not changed s...

The rupee is more linked to the underlying growth and that does not seem to be coming back right now, says Dhananjay Sinha.

"As far as FDI is concerned, it is a matter of policy which needs to be rectified by the Parliament", Dhananjay Sinha said.

In an interview with ET Now, Dhananjay Sinha, Co-Head, Institutional Research-Economist & Strategist, Emkay Global Financial Services Ltd, ...

We are negatively inclined with respect to the auto space. We are negative with respect to M&M and Maruti but we are positive on Bajaj Auto.