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MANISH OSWAL
Bulls return to banks on RBI's FCNR(B) initiativeTraders are piling into bullish derivative bets on banks, reversing bearish positions, as RBI's foreign currency borrowing measures boost l...
India sees Asia’s highest equity inflow in MarchAfter foreign withdrawals in Feb that were the biggest in 15 months, the tide is turning again for Indian equities.
Market waiting for the fine print of the NPA policy: Manish Oswal, Nirmal BangWaiting to hear whether a bad bank is being set or if it is something else.
Motilal Oswal launches India Fund for global investorsThe fund is designed to invest on lines of its domestic strategy NTDOP that has a track record of over 9 years and will be advised by the s...
Unlikely that poor rains will dampen entire economy, buy blue-chips on dips: Manish Sonthalia, Motilal Oswal AMC"Past records on the Nifty have shown that there is no correlation of the market returns vis-à-vis failure or success of monsoon per se"
Motilal Oswal Asset Management Co to sponsor Motilal Oswal Asset Management (Mauritius)"Given our investment track record , the focus is now to nurture and promote India Zen Fund to global institutional investors."
Monsanto a good play, but not for the near term because of monsoon: Manish Sonthalia"Monsanto is a good play. But maybe not for the near term because monsoons obviously are dampener."
Correction in banking space could be on hopes of a new government: Manish SonthaliaThere could be trading plays, but private sector banks are getting rerated on the hope that investment cycle would revive post the coming o...
Deferring gas price hike to be short term negative for RIL and ONGC: Manish SonthaliaNow that EC wants to delay price hike notification after election results are out, this could be short term negative for Reliance and ONGC,...
Export realisation of Godrej Industries quite high, may benefit: Manish SonthaliaWe have one company in our portfolio which is Godrej Industries and they are into manufacture of Oleochemicals as a standalone business uni...
Markets still have some upside closer to 6700 to 7000 before poll results: Manish SonthaliaMarkets still have some upside before the elections, we are not done with it fully and the way the some of the large caps particularly BFSI...
Do not prefer investing in commodities for next years: Manish SonthaliaIn a chat with ET Now, Manish Sonthalia, Sr Vice President & Head–Equity Portfolio Management Services, shares his views on commodities.
Bullish on PSU stocks: Manish SonthaliaIf there is some stability at Delhi and the GDP of India starts to move up from current levels then the entire PSU pack is going to move up.
- GAIL numbers are disappointing: Manish Sonthalia
"It is not an actionable stock and we have not taken any call on GAIL per se because Reliance volumes are declining"
Expect Sensex EPS to be around Rs 1300 for FY14: Manish Sonthalia, Motilal OswalOur sell side guys are suggesting 1368-1370, broadly the consensus would be around 1300, says Manish Sonthalia, Motilal Oswal.
RCF OFS is available at a throw away price: Manish Sonthalia, Moitlal OswalThough there is no clarity on fertilizer issues, sooner or later these stocks will see appreciation in prices, says Manish Sonthalia.
- Technology sector is a safe bet: Manish Sonthalia, Motilal Oswal Securities
The only thing is one needs to figure out as to how much of budget squeeze they want to see for technology companies come Jan 2012.
- We could be drifting downwards inline with global markets: Manish Sonthalia, Motilal Oswal Securities
The environment remains extremely challenging both on the global front as well as the domestic front.
- Cairn-Vedanta deal to have short-term negative impact on Cairn: Manish Sonthalia
Clearly, for the short term if royalty is made cost recoverable than obviously the NPV of Cairn falls and to that extent it is negative for...
- Govt's action in monoon session crucial for markets: Manish Sonthalia, Senior VP, Motilal Oswal Securities
'Lot of actually information coming out from the government would be required if the markets were to be headed higher.'