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PRAMOD GUBBI
Buy financials, healthcare, and manufactured exports; Pramod Gubbi on investing in a tricky marketIndia's Q4 earnings show recovery signs, with Nifty 100 profits up 13%. However, macro headwinds like rising crude oil prices and a depreci...- Should you put fresh money in the market now? Pramod Gubbi answersPramod Gubbi from Marcellus Investment indicated that despite high market valuations, pockets of value with predictable earnings growth exi...
- Pramod Gubbi quits Ambit CapitalMukherjea had quit Ambit in April this year after an eight-year stint.
- Pockets doing well, not economy as a whole: Pramod Gubbi, Ambit India"Banking has benefitted significantly from the liquidity infused by the RBI. It has clearly been quite active in terms of bond buying," he ...
- Market is ideal for hardcore value focussed investors: Pramod Gubbi, Ambit CapitalFor a bottom up value focussed investor, this is a great opportunity and should see a great deal of interest coming in but not in the next ...
- Avoid metal stocks due to onset of global deflationary environment: Pramod GubbiThere is a significant scope for importing deflation and that will not be great for commodity stocks, particularly metals, says
- Slight depreciation in rupee may not spell disaster for markets: Pramod GubbiRupee has largely remained stable since 2013 summer; it has performed much better than peer currencies, points out Gubbi.
- Nothing has changed for real estate sector structurally: Pramod GubbiReal estate remains on a downhill, given the structural change we are seeing in terms of movement of savings from physical to financial sav...
- Lacklustre earnings, macroeconomic numbers making investors impatient: Pramod Gubbi, Ambit Capital"There remains faith in the longer term and on what this government is doing in terms of setting up the stage for more sustainable growth. "
- IT firms gearing up for future challenges; remain positive from a long-term perspective: Pramod GubbiIT companies would maintain the growth momentum in the medium- to long-term, Gubbi said. The analyst believes that the drivers for the sect...
- Expect roads, railways & power sectors to do well on Budget boost: Pramod Gubbi, Ambit Capital"Investors would do well by focussing on these sectors. The quality names in these sectors are likely to do very well if the govt delivers ...
- Mere rate cuts not enough to push economy and markets higher: Pramod Gubbi, Ambit Capital"An interest rate cut is just one of the important factors. There are other things that the investors would be looking out for."
- Don’t think too many investors are focused on near-term earnings: Pramod Gubbi, Ambit Capital"Investors understand that the reforms that the government has pushed through are going to take a while."
- Broader pool of investors showing interest in Indian markets: Pramod Gubbi, Ambit Capital'We have a mix of large long only asset managers, sovereign wealth funds and a few hedge funds as well as a couple of niche investors atten...
- Global liquidity to weigh on commodity prices: Pramod Gubbi, Ambit Capital'The markets had run ahead of itself, particularly given that beyond the euphoria of the new government coming and the action that it would...
- Expect Q4 to be a seasonally weak quarter for IT earnings: Pramod Gubbi, Ambit CapitalOn the margin front given that the rupee has by and large been stable, so we do not expect any major currency movements to help margins.
- Cyclicals like L&T and ICICI Bank have rallied too sharply: Pramod Gubbi"If you are setting back and taking a two-three year view with the positive view of the elections then I guess it is just the beginning of ...
- Underweight on IT with a preference for HCL Tech: Pramod GubbiTCS has brought along with itself the market to these levels but at 19 times earnings even a super executional like TCS we think is a bit o...
- Infosys' Q3 results a positive surprise from growth standpoint: Pramod Gubbi, Ambit CapitalFrom a strategic standpoint, investors were hoping for Infosys to successfully break out of its historical areas into newer faster growing ...
- HCL Tech will continue to outperform; negative on Infosys: Pramod Gubbi, Ambit Capital"We will wait and watch in terms of recovery in execution to turn a call on Infosys. We are positive on HCL and will remain negative on Inf...
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