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SAMEER BAISIWALA
Morgan Stanley’s Sameer Baisiwala on how realty and pharma sectors will fare going ahead“All the right ingredients for volume recovery in the residential property segment are in place and we should see a few more quarters of gr...- Pick pharma stocks that have a well-diversified business portfolio: Morgan Stanley‘Companies can easily deliver 18 to 20% CAGR for next three to four years’
- A look at how pharma giant Cipla has lost its mojo over the yearsA leadership flux and the consequent tinkering in corporate strategy has taken a toll on this one-time pharma bellwether.
- Top pharma cos have raised their R&D budget to stay relevant: Sameer Baisiwala, Morgan StanleyWhile there has been some time correction, there may be some more absolute correction in the waiting.
- Top five expectations from realty sector which could touch $180 billion by 2020The activity in the real estate sector over the past few years have been muted, which led to few new launches as well as higher inventory p...
- Don’t expect blockbuster Budget, it will be a market-neutral event: Morgan StanleyBudget is likely to be positive for auto, cement, metals, consumer, internet, media and real estate sector, but it will be neutral for fina...
- Realty sector wishlist for Budget 2016 as stocks crack by about 70% in a yearAmid expectations of pro-growth policies, most realty stocks saw huge buying interest in 2014. But in last 12 months, realty stocks have ta...
- Market gives a thumbs-up to Ranbaxy deal; Sun Pharma and Daiichi Sankyo gainShares of Sun Pharma surged 2.68 per cent or Rs 15.35 to close at Rs 587.25 as the all-share deal’s swap ratio is seen to favour investors ...
- Fifteen stocks likely to be in focus in Tuesday morning tradeThe 50-share Nifty is likely to trade in a range with a negative bias on Tuesday tracking weak Asian markets.
- Morgan Stanley rates Cipla overweight post AGM""Management commentary suggested that there are three more sizable product opportunities for US after Lexapro (DF supplier to Teva during ...
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