Monetary easing and soft commodities to fuel Indian market outperformance: GV GiriEven if you take the upper-quality NBFCs like Bajaj Finance and Chola and you do not really need to go down the risk curve and look at the ...
We expect rates to be cut this year; 3 sectors that are going to benefit: GV GiriReal estate is expected to benefit the most from falling rates, while big developers will flourish, small developers will not. Cement and b...
Market likely to experience sharp FII inflows by end of ‘23 and beginning of ‘24: GV GiriInflation may be tamed and come under control towards the end of the year, according to GV Giri, President of IIFL Securities. The expectat...
India resilient, global ETFs keep buyingIn the past one year till August, the assets under management (AUM) of passive FPIs have increased by about 8% from $59 billion in August 2...
IT, metal clear winners; paints and tyre stocks most vulnerable: GV Giri“India will have a bigger interruption than the US and therefore on a relative plain, the IT sector which is US dependent should do better....
Rating cos rally as IL&FS cloud lifts after Sebi’s actionShares of CARE Ratings rallied 39 per cent in the last five trading sessions.
‘India Inc’s H1 capex resilient despite macro uncertainties’This amount is a 5.5 per cent increase over FY19 net fixed assets (NFA).
Essel Chief’s stake sale talk lifts ZEE stockEssel promoters will use the stake sale proceeds to repay a large portion of the debt.
Telecom could be a good bet in medium-term: GV Giri, IIFLBharti is at about 4.5 times debt to EBITDA and Reliance Jio is about 3.5 times, says the IIFL analyst.
Expect Reliance Jio commercial launch by Q3CY16; Bharti a preferred pick: GV Giri, IIFLBharti is our top pick because it is better capitalised than Idea Cellular at least for the time being; it is also generating healthy cash ...
Telcos pare gains as SC rejects license extension pleaThe telecom companies had filed a plea for extension of expiring licenses by 10 years after the government's decision to reject their appli...
See limited demand for spectrum: GV Giri, IIFL"People will be watchful of what exactly they bid for and that then places a constraint on how much the price can shoot up by."
Expect 30-40% cut in reserve price for 2G auction: GV Giri, IIFLTRAI will take a more pragmatic look and they have freedom to start afresh in determining prices, not go by old 3G prices or old auction pr...
Bharti may lose potential 3G customers, positive on the company: GV GiriThe inability to add subscribers in non 3G circles would mean that those potential will now be forced to move to another operator, says GV ...
- There is little that has dramatically changed in new telecom policy draft: GV Giri, IIFL
In an interview with ET Now, GV Giri, Analyst, IIFL, gives his views on the Draft Telecom Policy 2011. Excerpts:
- GTL Infra may give $3 billion shares to RCOM
GTL Infrastructure may give new shares worth as much as $3 billion, more than triple its market value, to Reliance Communications sharehold...
- GTL may give shares worth $3 b to RCom
GTL Infrastructure may give new shares worth as much as $3 billion, more than triple its market value, to Reliance Communications’ sharehol...