"If the economy does well, as most economists seem to believe, the early cyclials like materials, private sector banks are the places where...

Electricity boards & companies that have been restructured still owe a lot of money to these companies and suppliers. It need to be solved.

The salvation for these stocks is finally going to be a decision on the allocation of coal because that is what is really bugging these com...

' At least we can start with a clean slate and put everything back in order, right from supply of coal to raw materials.'

'Also, peace seems to prevail on the international front, especially in the Middle East, with Gaza and Iraq being no longer discussed,' say...

"Once policies get implemented, once entrepreneurs go back to the drawing board and plan new projects, confidence will come back into the m...

My own view is that even if the gas price hike happens, it is very unlikely that ONGC will be allowed to make super profits.

"A harsh Budget is something that we have not seen for some time and something needs to be done to correct the long-term course of the econ...

The economic fundamentals do not change, the corporate earnings growth numbers do not change dramatically just because of the political cha...

The market has run up quite dramatically over the last three months and there might be corrections here and there but the base has dramatic...

Power is one where there would be greatest thurst because that is sort of new potential prime minister’s claim to fame that he is giving 24...

There are high chances of policy change can occure in this space because infrastructure modernisation has been the agenda NDA.

'RBI Governor is acknowledging the fact that a MSF of about 10% plus was completely out of tune with the repo rate,' says UR Bhat

The market is looking for some big directional movement based on some dramatic moves by the government, says Dalton's UR Bhat.

UR Bhat, MD, Dalton Capital Advisors, in an interview with ET Now, speaks about the markets. Excerpts:-

There is some concern that going forward because of the additional provisioning we require for the next few years, there will be pressure o...

Some announcement of oil find or their fixing the problems they have with the gas prospecting can take RIL up but otherwise in the short ru...