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SANJEEV PRASAD PORTFOLIO
Explained: Why Indian stock market has fallen prey to South Korea, Taiwan’s AI prowessSouth Korea's stock market has surged past India's, becoming the world's sixth-largest, driven by its semiconductor giants' AI boom. India ...- Relentless Selloff: FIIs pull out 10 years' worth of India equity inflowsForeign investors' cumulative net equity investments in India have fallen to their lowest level since 2016 after sustained selling, undersc...
- First Taiwan, then South Korea? How global AI supercycle is demoting Indian stock marketA global AI-led market shift is driving massive foreign capital outflows from India toward East Asia’s technology hubs, with overseas inves...
- Kotak Institutional Equities hasn’t stopped covering midcaps; only dropped a model portfolio: Sanjeev PrasadLook at the midcaps in 2017-2018, again you had this period of excess euphoria in the market at that time, many of the midcaps struggled fo...
- ‘Irrational exuberance’ driving midcap stocks, says Kotak Institutional EquitiesIn a possible sign of overheating, 96% of stocks on the Indian mid-cap measure are trading above their 200-day moving averages, the most in...
- Irrational exuberance! Last lot of new favorite mid, smallcap stocks in dubious category: Kotak EquitiesMarket sentiment is quite exuberant based on steep increase in the prices of many midcap and smallcap stocks, large inflows into midcap and...
- Not much margin of safety in most stocks on a bottom-up basis: Sanjeev PrasadThe market structure is going to change across sectors. And I do not think the market is even remotely factoring any of the negatives, whic...
- Indices surge to 6-month highsBoth indices closed at their highest levels since September 18 last year.
- SBI rejigs portfolio of top brassApart from rejigging its portfolio, SBI also promoted nine chief general managers to the deputy general manager rank late on Wednesday even...
- Indices extend gains for the 7th day, longest since NovemberThe Nifty reclaimed the 10500 mark for the first time since March.
- In Q1, expect decline in Nifty 50, BSE 30 net profits: Sanjeev Prasad, Kotak Institutional EquitiesFor the BSE 30, Nifty 50, we are looking at about 2-2.5 per cent decline in net profits primarily led by the banking and pharma, telecom se...
- Fractured mandate post elections will be negative for markets: Sanjeev Prasad"At that point of time, the market’s best hope would be a stable government with either the BJP-led NDA or the Congress-led UPA."
- Expect 5.9% earnings growth in Q2: Sanjeev Prasad, Kotak Institutional Equities'As of now, expectations are that a BJP government will be positive for the market. Again let me clarify, this is what the investors assume...
- Cut positions in banks because they've had a good run: Sanjeev Prasad, Kotak EquitiesIn an interview with ET Now, Sanjeev Prasad, Senior Executive Director & Co-Head, Kotak Institutional Equities, shares his views on the mar...
- Markets should be prepared for tight global liquidity: Sanjeev Prasad, Kotak Institutional EquitiesMarket would be in a generous mood for Infosys because these are the first few days after Murthy’s return and it would be too much to expec...
- Political uncertainty is weighing on markets: Sanjeev Prasad, Kotak Institutional EquitiesSanjeev Prasad, Senior Executive Director & Co-Head, Kotak Institutional Equities, shares his views on the market and talks about some sect...
- Crude oil becoming a big issue for the market: Sanjeev Prasad, Kotak Institutional Equities"Crude oil is becoming a pretty big issue for the Indian market and it has serious implications for fiscal deficit, current account and inf...
- Positive on private banks; Maruti, Mahindra & Mahindra attractive: Sanjeev Prasad, Kotak Institutional EquitiesIn an interview with ET Now, Sanjeev Prasad, Senior Exec Director & Co-Head, Kotak Equities, gives his views on current market situations a...
- Governance has to improve to get a growth trajectory of 8% plus: Sanjeev Prasad, Kotak Institutional EquitiesAs far as large caps are concerned, if you look at 30-50 names over there, a good number of them are fairly valued.
- India may see rally next year if policy reforms implemented: Sanjeev Prasad, Kotak Institutional EquitiesIf you don't see improvement in macroeconomic, continue to stick with large cap high-quality names, says Sanjeev Prasad, ED, Kotak Institut...
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