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NAVEEN KULKARNI
ETMarkets Smart Talk| Stay invested in US markets despite record highs; diversification remains key: Naveen KulkarniInvestors should remain invested in US markets despite record highs, says Naveen Kulkarni of Axis Securities PMS, citing diversification be...- ETMarkets Smart Talk | STT hike weighs on sentiment, but growth-focused Budget supports markets: Naveen KulkarniMarkets experienced a sharp reaction following the Budget announcement. This was primarily due to a hike in the securities transaction tax....
- Vodafone Idea likely to align with market leaders on tariff hikes: Naveen KulkarniAxis Securities PMS CIO Naveen Kulkarni discusses the telecom pricing war. Jio and Airtel lead in network quality. Vodafone Idea faces subs...
- Markets likely to deliver 10-12% in next 1 year; IT unlikely to outperform: Naveen KulkarniNaveen Kulkarni from Axis Securities anticipates market consolidation with gradual growth leading up to 2025. He expects earnings to improv...
- ETMarkets Smart Talk: Equities poised for 16% returns in 2024, gold looks toppish: Naveen Kulkarni, Axis Securities PMSThat said, the correction we have seen so far presents a good opportunity to start looking at investments in the market and building a port...
- ETMarkets Smart Talk: Sensex could go past 80,000 if earnings compound by 12-13% in 2-3 years: Naveen KulkarniNaveen Kulkarni predicts market reaching 80,000 with robust corporate earnings. Quality largecaps, which have a higher weight in the index,...
- ETMarkets Smart Talk: FY25 is likely to see private banks doing well along with PSU utilities: Naveen KulkarniFY25 outlook favors private banks, PSU utilities, Pharma, and IT sectors. While largecaps offer decent value even at current levels, the br...
- ETMarkets Smart Talk: It is a 10/10 Budget from Modi govt; Renewable good theme for next 10 years: Naveen KulkarniNaveen Kulkarni says, PSUs and Capex-oriented sectors are likely to benefit the most from Budget 2024. PSUs will see lesser supply from the...
- Slight beat in Reliance O2C encouraging; retail numbers good: Naveen KulkarniNaveen Kulkarni of Axis Securities PMS says Jio's earnings look good overall, with a slight beat in the O2C business and strong subscriber ...
- ETMarkets Smart Talk: Power utilities, PSUs could see re-rating; Defence looks overheated: Naveen KulkarniNaveen Kulkarni says: "Our learnings from 2023 have been to remain focused on fundamental strengths and invested in the markets. It is not ...
- ETMarkets Smart Talk- Market may see time correction and non-quality stocks correcting: Naveen KulkarniIn the previous downgrade in 2011, the market saw a much more meaningful correction. The current correction is a mix of cautiousness and pr...
- Bharti Airtel ARPU touching 200 an encouraging sign: Naveen KulkarniAxis Securities' CIO Naveen Kulkarni says the Nigerian currency devaluation losses reported in Bharti Airtel's African business were not un...
- ETMarkets Smart Talk: We expect Indian equities to deliver 12-13% returns in next 12 months: Naveen KulkarniOverall, markets are well poised to deliver healthy returns as the earnings growth trajectory continues to remain strong, and equity market...
- Naveen Kulkarni is betting on these 4 themes in broader market“In the midcap-smallcap side of the basket, sector wise, we like banks as a sector, we like capital goods or industrials and then of course...
- Naveen Kulkarni and Ashwin Patil analyse Maruti Suzuki’s Q2 results“Margin profile is probably slightly below expectation but Q3 and Q4 will be the more important quarters in terms of the overall margin pro...
- Telecom tariffs need to rise 50% for the industry to be back on its feet: Naveen KulkarniThe tariff hike in the first round could be higher, probably more than 20 per cent, Naveen Kulkarni said.
- Naveen Kulkarni’s top picks in auto, IT sectorsSome bit of inventory corrections have happened because of production cuts in the auto sector.
- Naveen Kulkarni of Phillip Capital picks 3 midcap ideas"NBFCs is a space, which we believe is going to do pretty well in this year"
- Jubilant Foodworks earnings to be under pressure till same store sales move up: Naveen Kulkarni, Phillip CapitalWhether food delivery apps and those models are impacting is difficult to calculate or build in into the numbers
- 4G launch unlikely to be a big game-changer for telcos in medium term: Naveen Kulkarni, PhillipCapital"Of course, 4G is the next frontier in data. I would say we are on the right track, but the only drawback is that the the handset ecosystem...
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