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RITU GANGRADE ARORA
Economic fundamentals falling into place: Ritu Gangrade Arora"Rural economy as well as urban economy should start looking up. We are betting heavy on domestic consumables and consumer cycle returning."
Continue to be bullish on auto, banking: Ritu Gangrade Arora, Canara HSBC OBC Life InsuranceNow the market will look out for improvement in corporate earnings for which, of course, we will have to wait for a couple of months longer
Why you should pray for a correction in the domestic stock market ASAPSigns of strength in economy are slowing, with commercial vehicle sales rising by a marginal 0.1% in July and IIP growth in June coming in ...
Right time to shift from private sector to PSU banks: Ritu Gangrade Arora, Canara HSBC OBC Life InsuranceIndia recovery will start reflecting in PSU banks which have already taken most of the pain and will continue to show improvements from her...
Focused on sector stocks linked with Indian story: Ritu Gangrade Arora, CIO, Canara HSBC Life Insurance"The economic fundamental seem to be falling in place and the expectation is corporate results will also start showing improvement from thi...
FMCG, consumer durables should do well going forward: Ritu Gangrade Arora, Canara HSBC OBC Life InsuranceWith macro factors looking better, finds domestic cyclicals appear very attractive
Expect a strong rally after 2 quarters: Ritu Gangrade Arora, CIO, Canara HSBC OBC Life InsuranceWe are in for a very good earnings growth and a good return to be delivered by both equity and fixed income markets over the next three yea...
Bank and consumption are worth watching carefully: Ritu Gangrade Arora, Canara HSBC OBC LifeIt is at least a quarter away if not two before we start seeing some kind of revival in earnings, revenue, etc.
Expect sharp movements this week: Ritu Gangrade Arora, Canara HSBC OBC Life InsuranceIt is good to see that the market is not so worried today about the impending Fed event, but I would expect it to be a volatile week.
Select stocks of infra and capital goods could be multibaggers: Ritu Gangrade Arora, Canara HSBC OBC Life InsuranceMarkets in general are fairly priced, a tad bit expensive if you look at specific sectors, and hence bottom-up stock selection will be the ...
India can't grow by 8-9% if global demand does not return: Ritu Gangrade Arora, Canara HSBC OBC Life Insurance Co"Greek outstanding debt is just 2% of Eurozone debt. Large part of it is owned by European governments or ECB. Hence the impact will be loc...
Expect Q4 numbers to be tepid and dull: Ritu Gangrade Arora, Canara HSBC OBC Life Insurance Co"We might continue to see some improvement in margins here and there, but we will not probably see a revenue improvement."
Expect market to remain range-bound for next 4-5 months: Ritu Gangrade AroraIn terms of FII flows, they are fickle; one will have to watch them closely, especially in the light of Fed announcements, Arora says.
Investors' wealth rises by nearly Rs 90k crore on BSE; top investment ideas by expertsThe BSE recorded a market capitalization of Rs 1,02,29,729.22, up Rs 89,376 crore from 19 January closing market capitalization of Rs 1,01,...
Expect sharp sectoral movements: Ritu Gangrade Arora, Canara HSBC OBC Life InsuranceWe believe the valuations are reasonable. We are way away from the peaks of 22 times forward market price multiples, said Arora.
Expect to see stock & sector rotation over next couple of months: Ritu Gangrade Arora, Canara HSBC OBC Life InsuranceThere is immense liquidity still in the system and if liquidity continues to flow in the market, we might see further upsides from here.
Right time to invest in markets from a 2-3 year perspective: Ritu Gangrade AroraWe see GDP bouncing back after two financial years of subpar, sub-5% to 5.7% growth last quarter. So there are green shoots on the peripher...
Expect market to be in current range with a possibility of 5-7% consolidation: Ritu Gangrade Arora'Sectorally, there will definitely be a rotation and hence entry opportunities will be available. I still see strong flows - domestic & FII...
Don’t see runaway rally based on fundamentals: Ritu Gangrade Arora, Canara HSBC OBC Life Insurance CoI would not be surprised if we see some kind of consolidation as election results are not as clear and we might also have a pause on the FI...
Would like to maintain overweight position on IT and pharma: Ritu Gangrade Arora"I continue to like both IT and pharma, not only because they are defensives, but also because there is a very clear earnings visibility in...