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MANISHI RAYCHAUDHURI
Asia tech selloff is a buying opportunity, says Manishi Raychaudhuri; but India has a problem to fix firstAsian markets saw a sharp sell-off in tech stocks this week. Investor Manishi Raychaudhuri views this as a buying chance. India's market fa...- Want to jump into the 'China is back' rally? Tread carefullyInvestors are increasingly betting that “China is back” as the economy rebounds from years of deflation, helped by strong manufacturing, ex...
- India still overvalued versus Asian peers, earnings downgrades the 'elephant in the room': Manishi RaychaudhuriIndia's valuation gap with Asian peers persists due to declining earnings estimates across all sectors, a stark contrast to Korea and Taiwa...
- US Federal Reserve unlikely to hike interest rates soon: Manishi Raychaudhuri, BNP Paribas"India will remain an important destination for foreign investors, because of the strong economic scenario where GDP is growing," Raychaudh...
- India likely to outperform among EMs; Dec quarter may see fewer disappointments on earnings than H1: Manishi Raychaudhuri, BNP ParibasEM funds will continue to see redemptions for some more time, said Raychaudhuri, Asia-Pacific equity strategist at BNP Paribas.
- Bullish on Indian markets despite likely corrections in next 2-3 weeks: Manishi Raychaudhuri, BNP Paribas"But if the market does correct and the high-beta stocks correct a little more, we would use that as a buying opportunity in our favourite ...
- Policy environment in India has turned for the better: Manishi Raychaudhuri, BNP Paribas'The next big indication for the market would be the budget,' says Manishi Raychaudhuri.
- Sectoral safety, leverage to rupee attracts investor interest in Pharma space: Manishi Raychaudhuri, BNP Paribas SecuritiesManishi Raychaudhuri, MD & HoR, BNP Paribas Securities, shares his views on the current outlook of Pharma space.
- Expect RBI to increase repo rate by 25 bps: Manishi Raychaudhuri, BNP Paribas Securities'There is a possibility that the direction of earning estimates may actually begin to drift down going forward,' says Manishi Raychaudhuri
- Watch out for increasing NPLs in case of PSU banks: Manishi Raychaudhuri, BNP Paribas SecuritiesManishi Raychaudhuri, MD & HoR, BNP Paribas Securities, shares his views on the current outlook of ITC stock.
- Good pricing power, strong brand positioning makes ITC bullish: Manishi Raychaudhuri, BNP Paribas SecuritiesManishi Raychaudhuri, MD & HoR, BNP Paribas Securities, shares his views on the current outlook of the ITC stock.
- Expect higher volatility in October, mid-November as well: Manishi Raychaudhuri, BNP Paribas SecuritiesManishi Raychaudhuri, MD & HoR, BNP Paribas Securities, shares his views on the current outlook of the local and global market.
- Sensex to find support around 18000: Manishi Raychaudhuri, BNP Paribas SecuritiesThere is a pullback as far as the FII flows are concerned into those North Asian markets. The Indian market is suffering from a double wham...
- Recommend sticking to defensive stocks for short term: Manishi Raychaudhuri, BNP Paribas SecuritiesFor long-term investors, there are quite a few stocks and some of them like domestic cyclicals provide decent opportunity, says Raychaudhur...
- See some recovery in Bank Nifty, private sector banks: Manishi Raychaudhuri, BNP Paribas Securities'I can actually see some upward movement or recovery in the Bank Nifty and particularly in the private sector banks,' says Manishi Raychaud...
- Go for defensives and smaller IT companies: Manishi Raychaudhuri, BNP ParibasEven though some high beta stocks are trading at relatively low valuation, do not put money on the deep cyclicals like metal or PSU banks.
- Government trying to de-link politics from policy: Manishi Raychaudhuri, BNP Paribas Securities"The political turmoil would be partly countered by the increase in diesel prices and also the part liberalisation of FII flows into debt p...
- Current market rally will continue for some more time: Manishi Raychaudhuri, BNP Paribas Securities"Events in the last few days are indeed positive for the markets and it should revive the animal spirit of the investing class," says Manis...
- Rally in EMs has been purely driven by liquidity: Manishi Raychaudhuri, BNP Paribas SecuritiesSignificant FII flows entered India this year, which is unprecedented. In such a situation, the market climbs a few walls of worries.
- Don’t expect a major market correction for now: Manishi Raychaudhuri, BNP Paribas SecuritiesA large part of the current rally is not just India-specific & is driven by global liquidity infusion expectation, says Manishi Raychaudhur...
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