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KUNAL VORA
Markets overlooking macro stress, says Kunal Vora amid oil and currency shockDespite a calm surface, Indian equity markets face mounting macroeconomic pressures from rising crude oil prices and a weakening rupee. Exp...- Eternal shares up 30% since March. Investors are feasting, but can Zomato’s parent justify the appetite?Eternal's shares have surged 30% since March, fueled by Blinkit's rapid growth and dark store expansion. While Blinkit aims for EBITDA brea...
- Eternal and Swiggy will quadruple the size of the business over next 3 years, while keeping losses in check: Kunal VoraIndia's unorganized retail sector is experiencing a quick commerce surge, with companies like Eternal achieving EBITDA breakeven through da...
- ETMarkets Smart Talk | Trump tariffs will slow global growth, delay decisions & spur inflation: Kunal VoraFY26 seems like it will be the year of uncertainty. The tariff wars will continue to play out and eventually shake out into a new world ord...
- Earnings cuts in QSRs seen in the last six months likely to continue: Kunal VoraKunal Vora from BNP Paribas discusses market fragmentation due to the rapid growth of food aggregators, affecting QSR companies' performanc...
- Analysts upbeat on Airtel, bet on tariff hike post electionsAnalysts see room for more gains in the stock on expectations of a tariff hike, higher average revenue per user (ARPU) - a measure of earni...
- Banks well poised for a fairly strong year; pharma could be an underperformer in 2024: Kunal VoraKunal Vora of BNP Paribas has concerns about valuations and finds it difficul to find stocks with reasonable growth at this time. He highli...
- ETMarkets Smart Talk- Equities likely to continue providing best after tax returns in the medium term for Indian investors: Kunal VoraThe US downgrade has not had any meaningful impact on bond yields in India and despite the initial nervousness, we do not expect it to have...
- Dalal Street hits fresh highs driven by strong FPI buying activityIndia's domestic stock benchmarks, the Sensex and the Nifty, reached new highs, driven by increased investments from foreign investors who ...
- ETMarkets Smart Talk: Why Kunal Vora of BNP Paribas India prefers IT sector despite headwinds & financial servicesWith inflationary pressure easing, RBI has already paused the rate hike cycle and the expectations are similar from major global CBs in the...
- ETMarkets Smart Talk: We retain our cautious view on the Indian market for 2023: Kunal Vora of BNP Paribas IndiaWith inflation concerns easing, global and Indian macro-outlook has improved slightly. However, we think the lag effect of sharp interest r...
- Nifty target for March 2024 at 19,250, IT stocks among top picks: BNP ParibasIndia’s valuation premium to Asian peers has come off the peak but remains well above historical average. “Since 2015, as interest rates mo...
- Be cautious, invest in sectors with valuation comfort & growth potential: Kunal Vora“The reason why we are negative is firstly because we are trading at close to 20% above our valuation peak and almost at a 60% premium over...
- Where to invest in high inflation regime? BNP Paribas analyst shares some ideas“Though valuations of India stocks/sectors are considerably down from their 2021 highs and some are trading near their five-year mean NTM P...
- Mobile services are now as essential as fuel: AnalystsThe phenomenon was underlined by the negligible impact of the price hikes last November-December on the active mobile user bases of India's...
- Consumer spends on mobile services set to zoom in Q2Average consumer spends on mobile services are set to rise sharply in the fiscal second quarter through September on the back of recent tar...
- Centre's relief could help Vodafone Idea save $1 billion in annual outgoA combination of reduced interest on deferred spectrum liability and an interest waiver on its adjusted gross revenue (AGR) dues can garner...
- Buy Central Depository Services (India), target Rs 380.0 : Kunal BothraBuy Central Depository Services (India) Ltd. at a price target of Rs 380.0 and a stop loss at Rs 355 from entry point.
- Buy Nilkamal, target Rs 1720.0 : Kunal BothraBuy Nilkamal Ltd. at a price target of Rs 1720.0 and a stop loss at Rs 1550 from entry point.
- BNP Paribas upgrades Dish TV to 'Buy'BNP Paribas Securities has upgraded Dish TV to buy from hold citing some good moves by the management and the significant stock price under...
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