Indian stock markets are undergoing a healthy consolidation phase. This period is expected to create reasonable valuations for the next 12 ...

India’s markets may be consolidating, but Sohum Asset’s Sanjay Parekh sees strong balance sheets and an upcoming earnings recovery. He expe...

Sanjay H Parekh of Sohum Asset Managers expects short-term weakness in Indian equities but remains bullish long-term, projecting Nifty at 2...

Sanjay H Parekh of Sohum Asset Managers anticipates market improvements in the second half. He expects lower interest rates and good monsoo...

Sanjay H Parekh of Sohum Asset Managers suggests Indian markets are not inexpensive, anticipating modest 4-5% returns with potential time a...

Sanjay H Parekh advises caution due to global tariff uncertainties and potential import/export vulnerabilities, despite India's perceived s...

A little unfortunate is that our growth rate in this quarter will be flattish. We are coming out of low growth and this year, full year, ma...

If we take risk premium and ten year at 11.7, implied growth is 10% for earnings growth and yet it comes at 3.35 times price-to-book. On 26...

So, when we say GARP, over all my career what we said is we buy growth. We love growth, but we buy it at a reasonable price. So, our portfo...

So, what we think is that the price correction is largely done. We could see small bit here and there, maybe around 23,500 but then the ris...

On consumption, we are underweight, in fact we do not own any FMCG stock right now and we have taken sectoral deviations to get the alpha. ...

The roadmap for consolidation of fiscal deficit will continue. The banking balance sheets are very strong. The corporate balance sheets bec...

No information was provided on the expenses incurred by the agency on legal and travel services availed by its officers to bring back the a...

Buy Housing Development Finance Corporation Ltd. at a price target of Rs 1595 and a stop loss at Rs 1560 from entry point

Sell Housing Development Finance Corporation Ltd. at a price target of Rs 1486.0 and a stoploss at Rs 1563.0 from entry point

Buy Housing Development Finance Corporation Ltd. at a price target of Rs 1533.0 and a stoploss at Rs 1460.0 from entry point

LPO cos are thriving like never before because of the legal activity that has been generated by the sub-prime crisis in US. Indian techies ...