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HARENDRA KUMAR
ETMarkets Management Talk | AI and data centres are powering CleanMax's next growth engine; 42% of portfolio now comes from the segment, says Kuldeep JainIn an interaction with Kshitij Anand of ETMarkets, Kuldeep Jain, Founder and Managing Director of CleanMax, says the rapid expansion of hyp...
ETMarkets Smart Talk | Don't dismiss 7.8% GDP growth as a statistical upgrade; the acceleration is real: Garima KapoorAccording to Garima Kapoor, Deputy Head of Research and Economist at Elara Capital, it would be wrong to dismiss the growth number as merel...
Nifty 30,000 target still on track; why Elara’s Harendra Kumar prefers IT, power and smallcapsWe are telling people that this is the right time to look at the market constructively. Historical evidence suggests that this is the time ...
Following smart money: Where are India’s top investors betting next?As private credit, venture debt and co-investments gain traction, India’s family offices and institutional investors are increasingly diver...
ETMarkets Smart Talk: Indian market not in a ‘bubble’; Decadal rally can be seen in realty, internet companies: Harendra KumarThe Nifty is not in a bubble zone. Volatility is seen in PSU index and small/midcap stocks while Q3FY24 earnings grew 21% YoY. A new leg of...
Buoyant dollar, global fall in commodities to aid tyre stocks' upmove: Harendra Kumar"Buoyant dollar, global fall in commodities to aid tyre stocks' upmove."
United Spirits is a 'sell' post Karnataka HC's decision: Harendra Kumar"United Spirits is a 'sell' post Karnataka High Court's decision."
Nifty will consolidate, advise long positions: Harendra Kumar"We have had a sharp bounce in the Nifty from 5200. It will probably consolidate for the next couple of weeks."
Expect cement pack to go sideways for atleast next quarter: Harendra Kumar, Elara CapitalHarendra Kumar, Managing Director-Institutional Equities, Elara Capital, shares his views on the current outlook of the cement sector.
Hold L&T stock if you want stabiliy in your portfolio: Harendra Kumar, Elara CapitalHarendra Kumar, Managing Director-Institutional Equities, Elara Capital, shares his views on the current outlook of the L&T stock.
Buyers trading liquidity rally should expect sharp cut: Harendra Kumar, Elara CapitalHarendra Kumar, Managing Director-Institutional Equities, Elara Capital, shares his views on the current outlook of the market.
Early rally before elections makes market susceptible to underperformance: Harendra Kumar, Elara CapitalHarendra Kumar, Managing Director-Institutional Equities, Elara Capital, shares his views on the current outlook of the market.
- Outperformance could come from technology sector: Harendra Kumar
Technology as a space, that is where the interesting development lies, that one should watch out.
- Neutral on United Spirits, wait for management change: Harendra Kumar, Elara Capital
Once the management changes in United Spirits, we have seen a lot of sell flow as well on this counter, says Harendra Kumar, Elara Capital.
- Buy TCS as it will outperform Infosys: Harendra Kumar, Elara Capital
"TCS would outperform Infosys but I am not too sure about Wipro. The space has become too polarised", Harendra Kumar, Elara Capital said.
- RIL's Q2 number will be better than expectations: Harendra Kumar, Elara Capital
"It will be slightly better than expectations but not enough to do much to the stock price at a given point of time", Harendra Kumar said.
- No structural longs in telecom space: Harendra Kumar, Elara Capital
At the moment there are only two trading bets that is Bharti and Idea between which investors keep shifting their positions.
- Avoid airline stocks as volatility to continue: Harendra Kumar
"...volatility in airline space will continue for some period of time and we do not see stable earnings and so do the investors."
- Upward trajectory of Tital will continue: Harendra Kumar, Elara Capital
The upward trajectory and this performance will continue for Titan.
- Better to book profits in the education space: Harendra Kumar, Elara Capital
The outlook is not too robust in terms of fast pace growth. It is better to book profits if we have anything on the table.