Restaurants, cafes rule out menu price hikes in festive quarter despite UPI MDR levy and rising food inflationRestaurants will likely avoid menu price increases this holiday season. Rising input costs and inflation have already impacted the food ser...
'Calibrated capitulation': Congress slams PM Modi after his meeting with Xi JinpingThe Congress party has questioned Prime Minister Narendra Modi's approach to India-China relations. They accused the Prime Minister of "cal...
CBSE Chairman transferred amid OSM controversy: All about IAS officer Rahul SinghThe Centre has transferred CBSE Chairman Rahul Singh and Secretary Himanshu Gupta, initiating an inquiry into the procurement of On-Screen ...
Market more balanced post Budget; opportunities to generate alpha below Nifty level: Rahul SinghRahul Singh, Fund Manager at Tata Asset Management, states the market has become balanced with stock-specific opportunities for generating ...
Repeat of Nov ‘2021 to March ‘23 period? Expect a narrower & stock-specific market: Rahul SinghRahul Singh, CIO of Tata Asset Management, believes the Indian stock market is transitioning from sector-driven trends to a focus on indivi...
One move at a time by Rahul Singh, CIO-Equities, Tata Mutual FundOne move at a me by Rahul Singh, CIO-Equities, Tata Mutual Fund Markets showed some respite in the month of April after a painful March but...
Bias for markets to remain upwards over next 2-3 months: Rahul Singh, StanChart SecuritiesProfit taking is a very strong statement because if you look at within the emerging market universe, the scarcity premium for India has inc...
Investors should use corrections in market to buy cyclical stocks: Rahul Singh, StanChart Securities'The market is adjusting to the present govt's strategy of noiseless reforms rather than big bang reforms which everyone hoped for.'
Markets will have a downward bias throughout the earnings season: Rahul Singh, StanChart Securities'We are not very optimistic about a sharp turnaround in terms of a mere management change in Infosys. The co requires is a business model c...
Take money off from Infosys, deploy in HCL, TCS and Tech Mahindra: Rahul Singh"The progress of recovery in Infosys, if at all, is going to be discontinuous rather than as a one straight line up, which is what the stoc...
10% of investors’ portfolio should be in deep value stocks: Rahul Singh, StanChart Securities"Economy is still in a tough spot. RBI has made it very clear that they will remain more focused on inflation & currency than growth," said...
Earning upgrades may take some time to come: Rahul Singh, StanChart Securities"The earnings have seen equal number of hits and misses so far and it is still early in the earnings season."
Market will be range-bound for a while; see recovery in FY15: Rahul Singh, StanChart SecuritiesCement has been a non-consensus call for us for the last two years and the stocks have outperformed the markets, says Rahul Singh.
- Market could move sideways for next 1-2 months: Rahul Singh, StanChart Securities
Cement has been our non-consensus buy call from almost two years back. It has played out and we still think there is some steam left, says ...
- Have a muted view on TCS, Infosys in IT sector: Rahul Singh, StanChart Securities
One should look at stocks rather than sectors as within the same space, some cos are likely to do better than the others, says Rahul Singh.
- Markets can drift lower by 5-10% from current levels: Rahul Singh, StanChart Securities
We could go back to 11.5-12 times soon, because that is where the real absolute bottom lies, Rahul Singh, Head of Research, StanC.
- Downsizing HCL BPO business by 10-15%: Rahul Singh, Business Services, HCL
We are ring fencing or downsizing certain businesses, which don't fit into HCL's new domain led vision, says the co's New President, Busine...