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DOLAT CAPITAL MARKET
Worst is behind, demand recovery underway for Indian textile sector as tariff woes ease: ReportIndia's textile industry is seeing a comeback as uncertainty over US tariffs has ended. Global demand is getting better. This brings new ho...
India’s growth faces crude and monsoon test as FY27 GDP seen moderating to 6.5%India's economic growth is projected to slow to about 6.5 per cent in fiscal year 2027. Higher costs, global tensions and a potentially wea...
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...
Yogesh Patil decodes why petrol, diesel prices may rise furtherIndia's oil marketing companies received a modest Rs 3 per litre fuel price hike, which analysts say is insufficient to cover daily losses....
ECL norms: PSU banks face higher hit, private banks with contingent buffers better placed: Punit BahlaniThe Reserve Bank of India's new Expected Credit Loss framework presents a recurring drag on bank profitability, not a one-time capital hit....
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 ...
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...
ETMarkets Smart Talk: ‘Too Old to Rally, Too Young to Fall’ - Kedar Kadam on navigating markets in FY26Kedar Kadam of Dolat Capital anticipates muted returns in Indian equities for the rest of FY26, emphasizing stock picking and sector rotati...
Paytm shares jump 5% after getting first buy recommendationDolat Capital Market Pvt, the third brokerage to initiate coverage on the digital payments giant after Macquarie Capital Securities and JM ...
‘Capital Goods and Durables firms facing headwinds’The brokerage has maintained buy on Voltas, L&T and Container Corporation but trimmed target price on these stocks.
Time to be tactical, market hinging on economy, election cues: Amit Khurana, Dolat Capital MarketGovt initiatives will show up in terms of a better consumption trend in medium term, says Khurana.
Jubilant FoodWorks sales growth can't mask margin woesIn the June quarter, the company had posted a negative same store sales growth of 3.2%. Total income from operations grew 13.3% to Rs 666 c...
Expect market corrections in next few weeks: Amit Khurana, Dolat Capital MarketThere will be lot of permutation and combinations that one will have to go through over the next couple of quarters to make sure that GST f...
NBFCs look good from macro perspective, but stay selective: Amit KhuranaNBFCs have a pretty good sort of next couple of years from a macro thing to play around with versus banks in general, says Khurana.
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.
Play auto theme with four-wheeler stocks; CV space looks good: Amit KhuranaIf you look at the next couple of quarters, the potential for an expansion in margins from here onwards seems to be pretty limited, says Kh...
Aviation a tactical play, not a long-term structural story: Amit KhuranaFixed cost remains high for aviation companies, which makes their businesses unviable at a broader level, says Khurana.
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.
BHEL down over 7% as April-June earnings disappoint“Until then BHEL is likely to report meagre order inflows which would in turn impact revenues and profitability," said Dolat Capital Market...
We are underweight on metals: Amit Khurana, Dolat Capital Market"I would keep metals from an underweight perspective, as of now."