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...
20 Sep, 2023, 11.57 AM IST
‘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...
11 Sep, 2023, 04.06 PM IST
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...
11 Sep, 2023, 12.40 PM IST
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...
06 Jul, 2023, 10.50 AM IST
Indices surge to 6-month highsBoth indices closed at their highest levels since September 18 last year.
13 Mar, 2019, 07.36 AM IST
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...
27 Apr, 2018, 12.11 PM IST
Indices extend gains for the 7th day, longest since NovemberThe Nifty reclaimed the 10500 mark for the first time since March.
14 Apr, 2018, 09.47 AM IST
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...
07 Jul, 2016, 01.10 PM IST
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."
17 Jan, 2014, 06.00 PM IST
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...
19 Nov, 2013, 03.49 PM IST
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...
17 Sep, 2013, 12.54 PM IST
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...
11 Jul, 2013, 02.57 PM IST
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...
26 Mar, 2013, 04.10 PM IST
- 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...
06 Mar, 2012, 12.26 PM IST
- Positive on private banks; Maruti, Mahindra & Mahindra attractive: Sanjeev Prasad, Kotak Institutional Equities
In an interview with ET Now, Sanjeev Prasad, Senior Exec Director & Co-Head, Kotak Equities, gives his views on current market situations a...
03 Feb, 2012, 07.42 PM IST
- Governance has to improve to get a growth trajectory of 8% plus: Sanjeev Prasad, Kotak Institutional Equities
As far as large caps are concerned, if you look at 30-50 names over there, a good number of them are fairly valued.
01 Feb, 2012, 02.55 PM IST
- India may see rally next year if policy reforms implemented: Sanjeev Prasad, Kotak Institutional Equities
If you don't see improvement in macroeconomic, continue to stick with large cap high-quality names, says Sanjeev Prasad, ED, Kotak Institut...
20 Dec, 2011, 01.20 PM IST