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 ...
08 Aug, 2015, 01.20 PM IST
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.
08 Aug, 2015, 10.22 AM IST
Crash in commodity prices to hurt RIL earnings: Girish Pai, Nirmal Bang Institutional EquitiesEarnings of IT pack, some part of oil and gas, metals will get impacted by crack in commodity prices, says Girish Pai.
07 Aug, 2015, 02.12 PM IST
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...
07 Aug, 2015, 01.17 PM IST
Large EMs like China, Brazil, Russia have their own issues, but India better positioned: Girish PaiChina is facing its own set of problems and one really does not know whether its GDP number should be believed or not, says Girish Pai.
07 Aug, 2015, 12.39 PM IST
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.
07 Aug, 2015, 11.24 AM IST
First move of 10-15% on Street may be on the downside; IT, pharma look good: Girish Pai, Claritas Research'I am fairly cautious going into the next six months. My sense is that we are not going to see any material upside from where we are right ...
25 Jul, 2014, 12.51 PM IST
- 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...
08 Jun, 2011, 11.38 AM IST
- Within the CV space, prefer Tata Motors: Girish Pai, Head of Research, Centrum Broking
Ashok Leyland will in our opinion face some amount of moderation in growth and some pressure on margins going forward.
17 May, 2011, 11.38 AM IST
- Lupin is going to show a fairly strong growth in FY12: Girish Pai, Centrum Broking
But the earning slow should come through fairly well on the back of probably mid teens kind of domestic growth and some strong growth in th...
17 May, 2011, 10.38 AM IST
- 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.
17 May, 2011, 10.28 AM IST
- Markets are headed lower in the short term: Girish Pai
"On the Indian domestic front inflation continues to be a worry. It could continue to be a worry going forward."
17 May, 2011, 10.17 AM IST
- 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.
29 Apr, 2011, 10.29 AM IST
- IT, healthcare should be overweight sectors: Girish Pai
I would probably say IT should be an overweight, healthcare should be an overweight, selective FMCG companies should be an overweight.
15 Mar, 2011, 11.03 AM IST
- There are positives for RIL in near term: Girish Pai
So that is fairly positive. So I am not so very surprised by the way Reliance reacted yesterday. It was up some 2%. So fundamentally for Re...
15 Mar, 2011, 09.55 AM IST
- Negative on IT: Girish Pai, Centrum Broking
It's the IT services sector where we are negative whereas the entire street is positive.
29 Nov, 2010, 01.07 PM IST
- Bullish on telecom sector: Girish Pai, Centrum Broking
The worst of the telecom sector is probably behind us.
29 Nov, 2010, 01.05 PM IST