Renu Baid Pugalia’s top 3 capital goods picks keeping valuation in mindRenu Baid Pugalia of IIFL Sec discusses the power crisis, capex, top picks like Cummins, Bharat Electronics, Larsen & Toubro, and the poten...
Siemens demerger: What the investors need to know“It would be more of a legal demerger process and maybe internally, they have outlined December 25 as a timeline. But what the announcement...
Should you bet on the capital goods sector? Renu Baid answersLast quarter, we had almost a 22% kind of upgrade in the estimates for ABB India. So, I would say yes, valuations have inched up because th...
Not a bad idea to start accumulating Siemens stock with 1-2 year horizon: Renu BaidSo the deal is supposed to happen because it is part of the global merger or the demerger process. But what is not in the interest of the m...
Dixon’s revenue and stock soared in 2020, but can it become the Foxconn of India?It is unlikely that even if Vachani had a long-term vision, he would have foreseen the kind of hell for leather streak the electronics manu...
Expect about 22% growth in L&T profit for this quarter: Renu Baid, IIFLWe are expecting inflows to decline by about 30% in the current quarter, says Baid.
L&T stock to get a lift from the sale of non-core electrical businessOn Tuesday, L&T announced the sale of its E&A business to Schneider Electric for an all-cash consideration of Rs 14,000 crore.
Bengaluru's art galleries cautiously open doors to companies, brandsWith increasing competition, many city art galleries are opening their doors to companies and luxury brands to be sponsors.
Realty market poised as buyers refuse unique offers and wait for a rate cutComparatively lower prices and hope that interest rates will come down further should push people to start buying homes by Diwali, she fore...