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RAKESH ARORA
Rakesh Bedi's Raakh OTT release: When and where to watch this crime thrillerA new crime thriller series, Raakh, is coming to Amazon Prime Video. It is set in late 1970s Delhi. The show follows a police investigation...- Raakh OTT release date revealed: When and where to watch Ali Fazal’s investigative crime thrillerAli Fazal and Sonali Bendre lead the new crime thriller Raakh. The series streams on Prime Video from June 12. It follows a Sub-Inspector's...
- IT's revenue per employee up in productivity winIndia's leading IT firms are seeing revenue per employee rise. This indicates a shift towards AI and automation driving productivity. Compa...
- Cement prices to adjust further in June; 5-6% Q1 volume growth likely for industry: Rakesh AroraCement companies are attempting price hikes in Eastern and Southern India due to improved capacity utilization. While industry volume growt...
- All dips can be utilised to accumulate cement leaders: Rakesh AroraChinese economy is reasonably supported, they are not going big bang, and China is keeping firepower safe for if untoward, all these tariff...
- Southern cement sector poised for growth amid industry consolidation: Rakesh AroraIn South India, it was closer to 50%. And with this acquisition of India Cements by UltraTech and now Orient by Ambuja Cement, it is gettin...
- Shift from PSUs to private banks has started and should continue for next few months: Rakesh AroraRakesh Arora of Go India Advisors explains the shift from PSU banks to private banks due to the maturing banking cycles and better manageme...
- Don’t expect too much cement price hike; a little consolidation of commodity prices likely: Rakesh AroraRakesh Arora of Go India Advisors explained the difficulties cement companies face in increasing prices amidst stiff competition. Slight pr...
- Cement prices likely to remain muted during this quarter: Rakesh AroraNo, we are not expecting any cut on GST on cement. It is a very touchy topic, meaning obviously 28% is a very high GST number for a thing l...
- Next 2 quarters will be good for cement; what to buy in commodities? Rakesh Arora answersRakesh Arora discusses the outlook for the commodity sector, highlighting the factors that are supportive of a commodity price rally, such ...
- Result of Tata Steel-Thyssenkrupp JV will take time to show: Rakesh Arora, MD, GO India"Small benefits and synergies tend to disappear for large organisations. It is the steel price which is the main driver."
- Global steel cycle is going through a very strong phase: Rakesh Arora, GO India Advisors"Now my big worry actually come from the fact that Novelis is still four times debt to EBITDA and now they are going to generate free cash ...
- Current steel prices are higher than duties: Rakesh Arora"At the moment steel prices are higher than where these duties are imposed at, so a $20-25 reduction can happen despite the duties," Rakesh...
- Expect election results to be key trigger for markets: Rakesh Arora"A bottom has been made in Europe and the US has been doing well and China holding up. That, solves one part of the equation, which is dema...
- Economic recovery underway, see 5.4-5.5% GDP growth in FY15: Rakesh Arora"The economy has recovered, largely driven by exports and with some help from rural demand. The GDP forecast for FY14 has inched up to 4.8-...
- Fund flow expected to remain healthy as Fed tapering is delayed: Rakesh Arora, Macquarie Capital Securities'Liquidity has a much bigger say in the shorter term, but fundamentals prevail over a medium and longer term,' says Rakesh Arora.
- Open to buy good-quality private banks, neutral on IT stocks: Rakesh Arora, Macquarie Capital Securities"We would be buyers into this dip for the private sector banks like ICICI, Yes and Axis."
- Nifty can scale up to 6900 in coming months: Rakesh Arora, Macquarie Capital SecuritiesHopefully, we will get a normal monsoon and that should ensure interest rate cuts to pick up. We are more bullish on the second half of the...
- Expect around 15% earnings growth for FY13: Macquarie Capital SecuritiesFor the last three-four quarters, the top line trend has been around 18%-19%. A similar trend will continue in Q1, says Rakesh Arora.
- Buy HUL with a price target of 600: Macquarie CapitalWe have a price target of around 600 for HUL. So, that is a decent 30% upside from current levels.
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