Searched for
SESHADRI SEN
US-Iran peace deal: Is it enough to end the 2-year drought for Nifty bulls, bring FIIs back?A US-Iran peace framework has sparked a sharp rally in Indian markets, sending crude oil prices lower, strengthening the rupee and promptin...- Diamonds in the dust? Retail investors unleash Rs 17,500 crore on 8 battered bluechip stocksRetail investors pumped an estimated Rs 17,539 crore into eight battered Nifty bluechip stocks during the March 2026 quarter, betting aggre...
- After stellar Q4, is a downgrade nightmare looming for India Inc in Q1?India Inc. showed strength in Q4 earnings. However, a Q1 FY27 earnings downgrade cycle is now a significant market concern. Elevated crude ...
- Why Emkay is seeing Nifty at 29,000 by March 2027 despite oil shock, West Asia tensionsEmkay Global maintains a bullish outlook on Indian equities, projecting the Nifty could reach 29,000 by March 2027, driven by strong domest...
- The Rs 3 relief that wasn't: Why investors are dumping oil stocks after long-awaited petrol, diesel price hikeShares of HPCL and BPCL fell up to 3% despite the first fuel price hike since 2022, as investors worried the increase would not offset moun...
- What war? Smallcap stocks defy Middle East tensions with up to 56% gains in 2 months as Nifty slidesDespite Middle East tensions and a sliding Nifty50, India's smallcap stocks have surged up to 56% in two months. While institutional desks ...
- Nifty to hit 29,000 by Dec 2026? Why Seshadri Sen expects strong earnings recovery in FY27Emkay Global’s Seshadri Sen projects the Nifty at 29,000 by December 2026, backed by strong FY27 earnings, a broad consumption revival, ris...
- Tariff woes temporary, India’s equity story still intact: Seshadri SenSeshadri Sen of Emkay Global Financial Services discusses the Indian market. He believes tariffs pose a limited threat. A cyclical recovery...
- Short-term rally expected in financials; liquidity turn could boost banks: Seshadri SenThere is still some downside to valuations. So, this sort of time correction that we have seen in financials from a longer-term perspective...
- 3 sectors Seshadri Sen is bullish on for near termWhile the headline indices they are expensive, that is a large space and there is plenty of reasonably priced opportunities there. So, our ...
- Market will continue to move sideways with some sector rotation: Seshadri SenWe do not see any major upheaval in either direction negative or positive in the second half. Earnings are probably the most stable we have...
- This could be the year of consumption; FMCG & IT preferred sectors: Seshadri SenSeshadri Sen of Emkay Global revealed their strategic shift to FMCG and IT sectors, emphasizing strong earnings growth and attractive valua...
- What kind of election results would shake up the markets? Seshadri Sen answersSeshadri Sen discusses the impact of BJP's majority in the upcoming elections on the economy, focusing on manufacturing, infrastructure, an...
- Time to look at long-term stories rather than momentum picks now: Seshadri SenSeshadri Sen analyzes market dynamics post-exit poll, emphasizing short-term corrections and long-term investment strategies in manufacturi...
- We have a Nifty target of 24,000 in CY24, a 9% upside from current levels: Seshadri SenSeshadri Sen of Emkay Global Financial Services is bullish on the manufacturing-led cycle in India, particularly in the industrials, consum...
- Sitting on top of a sharp rally, market tends to be fragile; buying overvalued stocks a risk now: Seshadri SenThe market is falling on its own weight due to the fragility caused by the rally in Q4 of CY23. Specific companies that do not deliver are ...
- There will be broad consumption slowdown in FY24 based on a high base effect: Seshadri SenThe fact that there was a lot of post Covid, front ending in many categories, which is yet to really unwind and therefore discretionary dem...
- Quality names in IT starting to look fairly attractive: Seshadri SenThese are very high quality companies and for sure the valuations have corrected so they look a little tempting but I would be a little car...
- It's a win for all situation but well-managed small lenders can benefit more: Seshadri SenThe market analyst in interview with ET Now said that for a corporation with a slightly dodgy credit rating, it is almost impossible to get...
- Not a good time to buy PSU banks stocks: Seshadri Sen, JP MorganThere are certainly challenges before the banking sector but given where valuations are I would broadly agree with an overweight call on th...
Load More
