There is far better value in largecaps: Sameer NarayanApart from financials, we would probably see a far better delivery of earnings across the board in materials, industrials and discretionari...
22 Feb, 2021, 07.16 PM IST
Market not looking forward to good earnings season for next two years: Sameer NarayanIf normalcy is restored earlier than expected, then the second half of FY21 may see some revival, says the Market Expert.
23 Apr, 2020, 07.12 PM IST
Not enough ammunition in the market: Sameer NarayanPharma stocks will struggle till earnings improve, says the independent market expert.
01 Apr, 2020, 11.37 AM IST
- Stocks that look good today may get 30% cheaper in a few months: Sameer Narayan
RBI is doing the job very well. It has been completely seized of the matter and will take whatever action is needed. One has to go with the...
18 Mar, 2020, 01.43 PM IST
ETF flows driving expensive FMCG stocks, stay cautious: Sameer NarayanAs Nestle is a part of Nifty and it is not such a liquid name, any amount of ETF flow is likely to result in disproportionate price movemen...
05 Feb, 2020, 04.20 PM IST
In India, when inflation comes, growth follows: Sameer NarayanThere is some confidence that the worst in the economy may indeed be over.
15 Jan, 2020, 02.27 PM IST
Auto no longer best play on India's consumption story: Sameer NarayanGlobal growth seems to be showing signs of returning, says Sameer Narayan.
01 Jan, 2020, 04.47 PM IST
In bank stocks, action shifting to midcaps: Sameer NarayanIf you are looking for value, then you have to go slightly down the cap curb because most of the top end franchises are going at 3-3.5 time...
18 Dec, 2019, 11.22 AM IST
Not optimistic about earnings revival in FY21: Sameer NarayanCompared to ICICI Bank, one would be better off looking at SBI even on a shorter-term basis.
04 Dec, 2019, 12.18 PM IST
Sameer Narayan on what to do with Voda-Idea, YES Bank & PSU stocksThe fear of a lot of subscribers going out of the network is slightly premature.
20 Nov, 2019, 04.19 PM IST
Sameer Narayan betting on OMCs, sugar and utilities for 15% return10-12% earnings growth is not enough to support the market at current valuations.
06 Nov, 2019, 10.53 AM IST
Sameer Narayan on Infosys, Axis Bank, Kotak Bank and moreAmong PSUs, one should be ready to bet on OMCs, Coal India and BEL.
23 Oct, 2019, 11.03 AM IST
Sameer Narayan on Titan, Zee, Glenmark and auto stocksOne has to see auto micro markets, segments that are uptrading.
09 Oct, 2019, 10.57 AM IST
Beware of value traps in this market: Sameer NarayanYesterday, the impact of price destruction was quite pronounced in the selling.
04 Sep, 2019, 10.46 AM IST
Why Sameer Narayan finds value in midcap power utilities10-year govt bond yield signalling that there is risk aversion in the private bonds.
17 Jul, 2019, 10.49 AM IST
No one knows real extent of the problems at a YES Bank or DHFL: Sameer NarayanThe challenge today is that nobody knows the extent of the issues in these companies.
20 Jun, 2019, 11.49 AM IST
All the big-hitting changes should happen under NDA-2: Sameer NarayanIn India, the problem is not PE, the problem is price to potential or PP, says Narayan
30 May, 2019, 04.37 PM IST