Bullish on HDFC Bank: Nikhil Vora, MD, IDFC Securities"Obviously HDFC Bank is a shade below their historic averages but it is still phenomenally better than any other private sector banks."
Markets have moved from over-pessimism to over-exuberance: Nikhil Vora, IDFC SecuritiesIn an interview with ET Now, Nikhil Vora, Managing Director, IDFC Securities, shares his views on the markets and some sectors.
IT sector will continue to perform well going ahead: Nikhil Vora, IDFC Securities'Right now, the private sector investment appetite is possibly at the lowest in the last few years,' says Nikhil Vora, IDFC Securities.
See trying times for investors for next 6 months to a year: Nikhil Vora, IDFC Securities" My sense is this is fair pricing for Unilever in India and the stock will remain in this range plus or minus 5-7%. That is a good price f...
Market appropriately poised for risk-on, risk-off trade: Nikhil Vora, IDFC SecuritiesMore importantly market movement is about fatigued out of bad news, which happens in every reversal of bear markets if one looks at.
Unilever offer is a stupendous move for Indian investors: Nikhil Vora, IDFC Securities"Rs 600 is a good price and I would presume that Unilever globally will get their desired 22.5% stake through this open offer."
Tata-AirAsia JV getting FIPB nod positive for aviation industry & consumers: Nikhil Vora, IDFC SecuritiesIt is extremely positive for the entire space and more importantly for the consumers, says Nikhil Vora of IDFC Securities
Government’s reform push is a positive for markets: Nikhil Vora, IDFC SecuritiesThe direct cash transfer which the government has started off, will possibly rein in the subsidy element, says Nikhil Vora.
- HUL’s volume growth tapering off is bigger concern: Nikhil Vora, IDFC Securities
" Trajectory of growth is more important than the visibility of growth. So that growth seems to have got slightly blurred right now in Leve...
- Expect the momentum on reforms to pick up going forward: Nikhil Vora, IDFC Securities
"I have a lot of belief in the way the policy moves from here on. In fact, we have already started to see some real moves being made, which...
- Expect the momentum on reforms to pick up going forward: Nikhil Vora, IDFC Securities
The govt’s conviction to improve things is positive for markets and going forward more reforms should follow, says Nikhil Vora of IDFC Secu...
- Good time to buy stocks if market reaches 17000 levels: Nikhil Vora, IDFC Securities
"We believe that 16.5 is the base of the market. So you can consider buying if you are within the range of 5%-7% of that base," says Nikhil...
- Expect de-rating of global cigarette stocks, ITC: Nikhil Vora, IDFC Securities
The uncertainty of the cigarettes business will turn investors wary of looking at cigarettes as a trade, says Nikhil Vora, MD, IDFC Securit...
- Expect market to remain volatile for some time: Nikhil Vora, IDFC Securities
"We still believe that 2012 will be a year of savage interest rate cuts and we have seen at least part of that happened already in Q1."
- Investing in DVRs: Appetite for such shares is low in India, says Nikhil Vora, IDFC Securities
In an interview with ET Now, Nikhil Vora, MD, IDFC Securities shares his views about DVRs as a space and DVR as a separate instrument to ra...
- Bullish on Den, Hathway: Nikhil Vora, IDFC Securities
Nikhil Vora, MD, IDFC Securities, in an interview with ET Now, gives his views on Q3 earnings of India Inc and gives his stock recommendati...
- Bullish on ITC, Nestle, HUL vs 2nd tier FMCG cos: Nikhil Vora, IDFC Securities
In an interview with ET Now, Nikhil Vora, MD, IDFC Securities, talks about HUL’s Q2 earnings and his top FMCG picks. Excerpts: