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SANJEEV ZARBADE
Smallcaps showing some signs of catching up: Sanjeev ZarbadeOverall earnings will definitely improve on the back of corp tax cut, says Sanjeev Zarbade.- Why Sanjeev Zarbade is betting on these 3 financialsWe are bearish on two-wheelers and like passenger vehicles better in the auto sector.
- Sanjeev Zarbade’s top 3 midcap picksWe are selectively positive on some of PSBs like SBI and cautious on NBFCs.
- Sanjeev Zarbade’s top 5 real estate and cement stock picksThis will be a challenging year for the entire IT sector.
- Sanjeev Zarbade’s two top midcap picks for this summerThere is definitely a risk of earnings disappointing at least in the first quarter, he says.
- Markets likely to remain volatile till mid-October: Sanjeev Zarbade"The second quarter numbers would be again very important and it will also indicate whether GST's impact has continued into the second quar...
- Smallcaps, midcaps to correct sharply on any disappointment: ZarbadeThe midcap and smallcap indices have almost doubled in last three years.
- We like Infosys among IT largecaps, NIIT among midcaps: Sanjeev Zarbade, Kotak SecuritiesLooking at the valuations which are at almost 17 times and considering the fact that there could be earnings downgrades, we believe that on...
- Strategic strikes: We will recommend Infosys, L&T, ITC to our clients now: Sanjeev Zarbade, Kotak Securities“Infrastructure is one theme which we are looking to play quite aggressively as the markets correct itself.”
- BoJ's stimulus and passage of GST can sustain market's rally: Sanjeev ZarbadeFor example, we have the likely stimulus coming up from the Bank of Japan and also, the possibility of GST getting rolled out maybe in the ...
- Blue Star, Voltas to gain on higher consumer spend: Sanjeev ZarbadeThe sector has to some extent started to gain momentum but we are very positive on the consumer electrical and consumer durable stocks.
- Valuation of Greaves Cotton is attractive while Voltas' balance sheet is strong: Sanjeev Zarbade, Kotak Securities"Valuations wise, again Greaves Cotton is trading at almost 15 times one year forward valuations, which is discount to the capital goods se...
- Economic recovery main driver behind markets: Sanjeev Zarbade, VP-PCG Research, Kotak SecuritiesNifty is trading at close to 18 times FY17 earnings. So in the near-term, there is not much room left from a valuation perspective
- Put more money in equities, fixed income; invest a little in gold too: Sanjeev ZarbadeAs an investor, I would prefer lesser allocation to gold compared with equity and fixed income investments at this point, said Sanjeev Zarb...
- Cautious on capital goods sector, recommend being selective: Sanjeev Zarbade, Kotak SecuritiesWe are also expecting the margins to contract and ultimately we are expecting a decline of 25% in the profit after tax on YoY basis.
- L&T numbers in line with estimates: Sanjeev Zarbade, Kotak SecuritiesThe numbers are in line with our estimates on the topline front. They are very much in line with the guidance that the company has been pro...
- Higher duty on imported power equipment to give cos a level playing field: Sanjeev Zarbade, Kotak SecuritiesIn an interview with ET Now, Sanjeev Zarbade of Kotak Securities, gives his views on the government’s decision to impose higher duty on imp...
- Buy L&T at more attractive levels: Sanjeev Zarbade, Kotak SecuritiesIn an interview with ET Now, Sanjeev Zarbade, Vice President PCG Research, Kotak Securities, shares his views on L&T.
- Policy reforms not proactive for cap goods sector: Kotak SecuritiesIn an interview with ET Now, Sanjeev Zarbade, Vice President PCG Research, Kotak Securities, gives his views on the Capital Goods sector.
- Capital goods index has been very volatile: Sanjeev Zarbade, VP PCG Research, Kotak SecuritiesIn an interview with ET Now, Sanjeev Zarbade, VP PCG Research, Kotak Securities, talks about the capital goods index. Excerpts:
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