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UNMESH SHARMA
Full impact of inflation not yet in earnings; may reflect next quarter, warns Unmesh SharmaHDFC Securities' Unmesh Sharma anticipates the full impact of inflation on corporate earnings will surface in the June quarter, potentially...- Buy in staggered manner amid global uncertainty: Go domestic, bet on IT and realty, says Unmesh SharmaIndian equity markets present a cautious yet opportunistic scenario, with valuations now below their long-term average. HDFC Securities' Un...
- Rs 2.5 lakh crore wiped out in 3 days as IT stocks crash: Is India’s tech story at risk?Indian IT stocks are experiencing a sharp selloff, with billions in market value lost. Fears that AI automation could disrupt the tradition...
- AI job fears trigger IT selloff; Unmesh Sharma sees opportunity for Indian IT, not doomIndian technology stocks experienced a sharp decline following AI breakthroughs. However, an expert highlights that India's strength lies i...
- Market headed for tough times in next 6-12 months; Unmesh Sharma sees a largecap-driven, range-bound marketHDFC Securities’ Unmesh Sharma says Indian markets face a challenging 6–12 months as global FPI selling, rupee weakness and uncertainty aro...
- Nifty’s marvellous March theory coming true. But is it too soon for you to celebrate?Nifty50 is on track to end its five-month losing streak with strong gains in March, supported by global monetary policy shifts and domestic...
- Smallcaps still overvalued? HDFC Securities' Unmesh Sharma flags 2 key risksIn this overall, uncertain global environment, India seems better placed. Currently, we are out of the cross hairs from the tariff perspect...
- Don’t expect to give more than a single-digit return this year: Unmesh SharmaUnmesh Sharma from HDFC Securities provides a market outlook, emphasizing opportunities in largecaps impacted by FPI selling and the potent...
- OMCs in the last leg of the rally; like gas utilities among PSUs: Unmesh SharmaExuberance is observed in mid and smallcaps, with a focus on buying laggards. The influx of domestic investors has changed the nature of th...
- Rs 10,000 crore-erosion! FPI sell-off continues in October. What's in store for rest of the monthSustained rise in US bond yields in anticipation of further rates and uncertain geopolitical environment have been the main contributing fa...
- Time to start nibbling into largecap banks as people start to look at FY26 and beyond: Unmesh Sharma“The way we are positioned is a little bit more long-term than just playing the context, but to a large extent, we believe that there are t...
- ETMarkets Smart Talk- India is a beneficiary of FII flows; pace of recovery slows in China: Unmesh SharmaIndia stands out amongst other EMs due to lower external vulnerabilities, strong corporate balance sheet strength and an expected 2 year ea...
- Wondering when to sell stocks? 11 rules from top fund managers can help you decideCLSA recently said the 14,500 level on Nifty could be a level that may be a viable bottom given the historical trend of declines. Many othe...
- ETMarkets Smart Talk: Invest in small & midcaps only in a staggered manner for next 3-5 years: Unmesh Sharma"One should play the small & midcap space prudently by sticking to a bottom-up strategy. Given the diversity in this space, top-down or ind...
- How to pick the right stocks? Unmesh Sharma explains“We continue to believe that in the very long term, for the IT sector, the largecaps on a relative basis continue to offer a little bit of ...
- Why is there divergence in market on ITC? Unmesh Sharma explains“In India, there are 10 or 12 ESG funds now. Globally this has been a huge trend. What happens sometimes is that while it does not affect t...
- HDFC Securities lists 5 stocks that will benefit from the Aatma Nirbhar Bharat push‘Specialty chemicals, pharma, auto ancillaries will benefit a lot’
- HDFC Bank aims expand investment banking, taps talentsIn the past few months, the bank has hired at least 10 top rainmakers from global banks such as HSBC, Standard Chartered Bank, and Macquari...
- Keeping vigil with ManjunathHow the IIM-Lucknow batchmates of murdered whistleblower Manjunath Shanmugham came together to raise Rs 27 lakh to promote his biopic
- Raymond offers VRS to 300 employeesRaymond has offered a VRS to over 300 employees at its Thane manufacturing unit as part of cost rationalisation exercise.
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