Prefer private sector lenders with higher retail exposure: Girish Pai, Nirmal Bang Institutional Equitiesone should be largely overweight on the private sector banks over the next few years which have got larger exposure to retail, says Girish ...
Arvind is more of an aspirational India play: Girish Pai, Nirmal Bang Institutional EquitiesIt has come in at somewhere close to 13-14% against the management commentary of 22 to 24% growth for the full year, says Girish Pai.
Investors must focus on ICICI Bank's large corporate exposure: Girish Pai"If you are the largest among the largest banks in town, you would be having exposure of some sort or the other to bad loans, you really ca...
BHEL unlikely to see upside on high valuations: Girish Pai, Nirmal Bang Institutional EquitiesWe have a sell call on BHEL with target prices somewhere in the region of Rs 200 to Rs 210, says Girish Pai.
Midcaps' valuations a bit expensive; tread cautiously: Girish PaiValuations may look little expensive, but the kind of compounding you could potentially see in some of midcap cos is fairly large, says Pai.
Prefer Arvind among textile stocks; see improvement revenue growth, margins: Girish PaiArvind is more of brand and retail play, believes Girish Pai. The expert feels that more brands will tie up, driving the company's growth.
Bajaj is focussing on premium bikes and export market for now: Girish Pai"I mean they are not focussing on the scooter segment. They are not focussing on the low-end bikes at least in the last quarter or last yea...
Sales growth of S&P 500 companies will decline for first time in 6 years: Girish PaiOur call is that we will see something like 8% to 10% revenue growth in dollar terms over the next three years for the industry.
ITC top large cap consumer pick: Girish Pai"ITC is a monopoly in its core business realm and despite a dip in volumes in this particular quarter it was able to show pretty decent EBI...
- Don’t see great upside from here in tech stocks: Girish Pai, Independent Analyst
One should be a little cautious on this sector as I don’t see great upside from here in tech stocks, says Girish Pai, Independent Analyst.
- Structurally negative on IT sector: Girish Pai
'I do not think there has been consistent performance from these midcap stocks, so I would not go out and put on my money out there. Probab...
- Bharti Airtel's margins are likely to improve: Girish Pai, Head Of Research, Centrum Broking
The fact that Bharti Airtel has probably got a fairly large earnings lever and the fact that they have got an exposure to Africa where marg...
- Markets are going through a phase of consolidation: Girish Pai, Head of Research, Centrum Broking
The returns from the market is going to be more moderate and more measured and there is going to be some amount of consolidation.
- Fairly cautious on IT sector: Girish Pai
In a chat with ET Now, Girish Pai, Head of Research, Centrum Broking Pvt Ltd, shares his ideas on IT Stocks.
- A lot of factors weighing down on markets: Girish pai
In a chat with ET Now, Girish Pai, Head of Research, Centrum Broking Pvt Ltd, talks about markets.
- Overweight on pharma sector: Girish Pai
Lot of drugs are going off patent and the opportunity is fairly large upwards of 50 billion is the number that is being talked about, so th...
- Bearish on metal stocks: Girish Pai
Metals per se my comfort with metals is lower at this point in time from a valuation standpoint.