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SHASHANK KHADE
- Bullish on Sun Pharma, Dr Reddy's for the short-term: Shashank Khade, Kotak AMC"Stocks like Sun Pharma could be an interesting one. Even if it has rallied and outperformed significantly."
- RIL looks investible right now, may regain some strength: Shashank Khade"RIL after a long time has started to perform well be it refining margins or petrochemical margins," Khade said.
- Bullish on Texmaco Rail: Shashank KhadeMy sense is that this year's railway budget could be realistic in terms of how the projects are outlaid.
- After months, investors are finally willing to invest in PSU stocks: Shashank KhadeIt is not a question of how much money did they make but of whether people are willing to invest in these companies at all.
- Bullish on Mahindra & Mahindra: Shashank Khade, Kotak Mahindra AMCIn a chat with ET Now, Shashank Khade, Senior VP, Kotak Mahindra AMC, shares his views on Mahindra & Mahindra.
- Digitisation will have big impact on media sector: Kotak SecuritiesIt is going to have clearly big impact on the media sector, on the distribution side as well as on the broadcasting side. So clearly, media...
- It is wise to park your money in defensives: Kotak SecuritiesThe government actually does not start taking decisions and we do not see sort of urgency shown by the government in their actions, it is s...
- Private sector banks facing asset quality headwinds: Kotak SecuritiesPrivate sector banks selectively have been facing headwinds right now but that is the sort of ghost which is haunting the banks and unless ...
- There is a valuation gap between TCS and Infosys: Kotak SecuritiesI would rather take a call post-September quarter to actually increase or invest further into the stock but clearly there is this valuation...
- Markets overweight on consumption stocks despite stiff valuations: Kotak SecuritiesInvestors will continue to remain substantially overweight. This is one sector where the ownership is substantially full and valuations are...
- Q4 GDP numbers will further weaken the already weak sentiments: Shashank Khade, Kotak SecuritiesThere could be some sort of sentimental impact but that will be temporary. The earnings clearly discount these decelerations ahead of time.
- FDI in aviation is a big positive for the sector: Shashank Khade, Kotak SecuritiesAirlines of course is a difficult business. Given the way the oil and the pricing power has moved, they cannot really pass it on to consume...
- Positive on HDFC Bank: Shashank KhadeThe leadership within the market is changing and you have a situation where Tata Motors, ITC, HDFC Bank, they are actually making lifetime ...
- Bullish on banking stocks: Shashank KhadeBanks are great plays to look at from the consumer side. However the price to books do not give you large upsides from hereon.
- Wait and watch for two wheeler stocks: Shashank KhadeThese stocks are getting into this corrective mode because of this realignment of expectations right now.
- Wait and watch for gas stocks: Shashank KhadeOne has to really wait to really see what the regulator finally does rather than taking a call halfway through.
- IT budgets and rupee volatility pose a key risk to IT sector: Shashank Khade, Kotak SecuritiesIn a chat with ET Now, Shashank Khade, Vice President, Portfolio Management Services, Kotak Securities shares his views on IT sector.
- Management has been the catalyst to address SBI's asset quality: Shashank KhadeSBI have reported aggressive asset quality ahead and all this has got discounted in the price.
- Bullish on PFC, Sterlite and Escorts: Shashank Khade, Kotak SecuritiesIn a chat with ET Now, Shashank Khade, Vice President, Portfolio Management Services, Kotak Securities shares his views about various stock...
- The rally for Reliance Industries can continue: Shashank Khade, Kotak SecuritiesAny increase in gas volumes and the timing of that will determine the future course in terms of this stock.
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