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MUKUL KOCHHAR
Manufacturing exports, earnings revival and AI: Why Mukul Kochhar sees Indian market staying resilientStrong Q4 earnings and a structural manufacturing export opportunity are fueling optimism in India's equity markets, according to Mukul Koc...- How will the Indian market react if July 9th deadline passes without a tariff deal? Mukul Kochhar answersIndia anticipates a crucial tariff deadline on July 9th. This deadline could affect the rupee and external finances. A trade deal with the ...
- Expect double-digit earnings growth from BSE 500 companies going ahead: Mukul KochharInvestec Capital Services' Mukul Kochhar highlights India's strong underlying market strength, anticipating double-digit earnings growth fo...
- Looking at a Goldilocks scenario for corporate earnings? Mukul Kochhar is betting on 3 sectorsMukul Kochhar says growth will be structurally higher by a percent, percent-and-a-half and one factor is the current account surplus which ...
- We are positive on financial, pharma & auto; cautious on FMCG: Mukul KochharMukul Kochhar of Investec Capital Services discusses market reactions to potential election outcomes, emphasizing severe possible impacts a...
- Enough ideas to invest in even when market is at record high; betting on 3 sectors: Mukul KochharMukul Kochhar suggests going overweight on autos, financials, and pharma. He is positive on PSU as well as private banks based on their val...
- Look outside of Nifty for alpha returns: Mukul Kochhar"If you want to make alpha, you may have to look outside of Nifty or the broader market."
- Risk-reward in cyclicals still favourable: Mukul Kochhar“It is a reasonably good environment to be investing in midcaps and we should be looking at this correction as an opportunity.”
- Supreme Court dismisses Chanda Kochhar's plea against termination by ICICI BankThe bench was hearing Kochhar's appeal against the March 5 order of the high court which had dismissed the plea against termination of her ...
- Why Mukul Kochhar prefers ICICI Bank to HDFC Bank“Among smaller banks betting on DCB Bank, City Union Bank and also Yes Bank”
- 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.
- Why Mukul Kochhar continues to bet on ICICI Bank“A year or two ahead, you will see ICICI Bank outperforming other banks and even the market.”
- 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...
- Infosys' valuations look attractive post correction: Mukul Kochhar, Investec CapitalA lot of IT companies took the Brexit opportunity to cut their guidance and set more achievable targets and that has impacted stock perform...
- Earnings growth expectations of 15-18% in FY17 look realistic: Mukul KochharKochhar said India still remains one of the preferred markets to invest in. The expert sees consolidation this quarter, but is recommending...
- Bullish on M&M Financial despite tepid Q1 show: Mukul Kochhar, Investec CapitalLong term, M&M Financial may achieve the annual numbers, said Kochhar, adding that he is still asking investors to remain bullish or positi...
- Banks are going to be next trigger for market: Mukul Kochhar, Investec Capital ServicesPost Brexit, it is better to stay away from IT stocks
- 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"
- Bullish on HDFC Bank, Axis & Kotak Mahindra Bank: Mukul Kochhar"I am worried about Indian IT per se while the revenue line seems to be okay, it is margin where these companies will have to pay a lot of ...
- Expect cyclicals to rally this year, negative on industrials: Mukul Kochhar, Espirito Santo Securities"I expect financials to improve or improving numbers to start following, and valuations are reasonable and would stay invested in those cyc...
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