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MAHESH NANDURKAR
Behind the petrol pump: Why fuel retailers losing Rs 7-8 per litre need $85 crude oil to stop bleeding cashOil companies face continued losses of Rs 7-8 per litre on petrol and diesel, with a breakeven point only at crude prices of $85-87 a barre...- Is your mutual fund SIP secretly crushing the Indian rupee? Jefferies explains the bitter side of the storyIndia's strong mutual fund SIP culture is helping foreign investors exit the equity market. This is putting pressure on the Indian Rupee. J...
- Spicier than jhalmuri: The Rs 1.7 lakh crore fiscal bite hidden in state election resultsWhat looked like a light-hearted campaign moment during PM Narendra Modi’s West Bengal trail has now turned into a major fiscal concern aft...
- Banking sector a bright spot amid valuation concerns: Mahesh NandurkarJefferies' Mahesh Nandurkar anticipates a sideways market movement in the next six to nine months due to strong equity supply and priced-in...
- Jefferies’ Chris Wood raises India bet at the cost of Taiwan amid Trump tariff turmoilJefferies' Chris Wood has raised India’s allocation to Overweight in his Asia Pacific ex-Japan portfolio, citing the country's macro resili...
- Any big market correction unlikely; large pool of foreign money waiting on sidelines: Mahesh NandurkarWe got investor participation from 20 different countries, which is the widest participation that we have ever received. So that goes to sh...
- Mahesh Nandurkar says pvt sector capex on the rise; 3 sectors to be cautious about in short and medium termJefferies' Mahesh Nandurkar recommends caution for IT services, select PSU names, and mid to small-cap stocks, citing high valuations. He h...
- Time to be cautious for near time; moving from small & midcaps to largecaps for steadier growth: Mahesh NandurkarIn fact, in this calendar year, the first seven months or first eight months for which we have the data, we are seeing the total domestic i...
- Mahesh Nandurkar on 5 best sectors to own from 3-year perspectiveMahesh Nandurkar, MD at Jefferies, discusses investment opportunities in sectors like real estate and the auto sector. He emphasizes the po...
- Near term, go tactical and stick to defensive play via consumer and FMCG stocks: Mahesh NandurkarJefferies' Mahesh Nandurkar sees near-term potential in FMCG, IT, pharma due to under-ownership. Longer-term outlook remains positive on ca...
- Market to be in consolidation phase over next 1-2 quarters: Mahesh NandurkarI mean, the risk-free rates in the US have gone back up to the peak levels that we saw back in March. So, when you are able to make a 5% ri...
- Time to be overweight on domestic cyclicals: Mahesh Nandurkar, Jefferies“We are recommending that one should be overweight in the domestic cyclical sectors. We like banks and autos. From a medium to long term pe...
- Earnings trigger needed for greater FPI interest in India, says CLSAContinued strong domestic flows have helped markets perform and sustain valuations.
- Indian equity market, economy don't appear overheated, says CLSAExternal shock such as potential shrinkage in the Fed balance sheet key market risk.
- We are looking at stocks which can deliver 15% plus earnings growth: Mahesh Nandurkar, CLSAIn a chat with ET Now, Mahesh Nandurkar, India Strategist, CLSA, says private banks look attractive along with IT sector and IT services
- Rupee to depreciate at a steady pace of 4%-5% every year, to boost exports: Mahesh Nandurkar, CLSA India'We believe that the slow process of economic improvement has begun and corporate performance has begun to improve.'
- Believe there is much more steam left in Indian market: Mahesh Nandurkar, CLSAYes, the Indian markets have been the best-performing market in the overall global emerging markets year to date.
- 2014 elections will be a trigger for market direction: Mahesh Nandurkar, CLSA'The outlook on growth is subdued, not just because of RBI's actions, but also because of the other economic parameters,' says Mahesh Nandu...
- Expect market to touch a new high over next 12 months: Mahesh Nandurkar, CLSAThe market needs some more doses of policy action and improved corporate performance to move up from here, says Mahesh Nandurkar, CLSA.
- Markets may not rally further this year: Mahesh Nandurkar, CLSAThe corporate earnings still continue to be under pressure and the macro is not giving us any reason to be bullish, says Mahesh Nandurkar, ...
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