Mixed views on TCS after tepid resultsBrokerages have a mixed view on TCS following the result. CLSA, Credit Suisse and Macquarie have an outperform rating on the stock while Go...
12 Oct, 2021, 06.26 AM IST
Vedanta Q2 earnings beat expectations, but analysts turn bearishVedanta announced Rs 9.5 per share of dividend as against Rs 28 per share which had to be transferred from Hindustan Zinc’s payouts.
08 Nov, 2020, 07.16 PM IST
Investec’s India arm leads race to pick up stake in SBI CapTop officials of SBI and Investec held talks recently, but the structure of the deal could not be ascertained.
14 Nov, 2019, 08.15 AM IST
We will stick to picking stocks from high CASA banks, chemicals, EMS outsourcers and insurers: Mukul KochharWhen it comes to stock picking, there are winners and losers that remain unchanged.
23 Aug, 2019, 12.07 PM IST
Expect auto to recover as consumer segment is growing: Mukul Kochhar, InvestecThe real estate sector is a very difficult space to make money for investors, says Kochhar.
29 May, 2019, 10.48 AM IST
Mukul Kochhar on 3 sectors that would generate alpha in next 4-5 yrsStructural change in laws in India would enable better capital allocation in these sectors
22 Mar, 2019, 10.11 AM IST
Bullish on beaten-down beta stocks in near term: Mukul Kochhar, Investec Capital ServicesEarnings downgrades continue and optically the valuation numbers are slightly inflated, says Kochhar
12 Nov, 2018, 02.22 PM IST
10-15% correction from top is not enough as fundamentals have changed: Mukul KochharInvestec's Mukul Kochhar says if valuations were 15-20% lower, he would be less worried.
26 Mar, 2018, 08.03 PM IST
Betting on this theme for investment: Mukul Kochhar, Investec Capital ServicesConsumer staples have not been disturbed by GST but consumer discretionary stocks will do better in H2.
27 Oct, 2017, 09.50 AM IST
Bharat Road Network IPO subscribed 70% on Day 2The category reserved for qualified institutional buyers (QIBs) was subscribed 52 per cent
07 Sep, 2017, 08.48 PM IST
Betting on select private financial and IT stocks: Mukul Kochhar, Investec Capital ServicesWith rural demand picking up, TVS Motors and Hero are the two bets in two- wheelers for us.
03 Aug, 2017, 10.51 AM IST
Three sectors you can look at in this market: Mukul Kochhar, Investec Capital Services“So I would use this correction in structural consumer discretionary plays to buy into this long term opportunity even though the next few ...
28 Nov, 2016, 10.59 AM IST
Trump factor keeping market on tip toes: Mukul Kochhar, Investec Capital Services“The repositioning is happening very quickly people are just taking some chips off the table before the result is announced.”
05 Nov, 2016, 04.09 PM IST
Betting on banking, consumer discretionaries: Mukul Kochhar, Investec Capital ServicesConsumer discretionary stocks,include all the auto OEM players. It includes a lot of media companies, a lot of consumer electrical companie...
02 Sep, 2016, 09.58 AM IST
Banks are going to be next trigger for market: Mukul Kochhar, Investec Capital ServicesPost Brexit, it is better to stay away from IT stocks
11 Jul, 2016, 04.35 PM IST
There's value in technology and private banks: Mukul Kochhar, Investec Capital Services"The budget itself does not do much to start the investment cycle. It is going to take its own time"
05 Mar, 2016, 04.30 PM IST
Investment banks setting up dedicated teams to cash in on e-commerce boomForeign and domestic investment banks are increasingly setting up dedicated teams to cater to India’s rapidly growing e-commerce companies.
13 May, 2015, 05.46 AM IST