Searched for
VINAY JAISING
Vinay Jaising highlights NBFCs and capex plays as key investment opportunitiesMarket expert Vinay Jaising highlights NBFCs and capex-driven infrastructure stocks as key investment opportunities, advising selective exp...- Vinay Jaising on why NBFCs and housing finance stocks are gaining ground?Our growth is already there and we have also seen the debt market linked up globally with us, including in the global EMI index. So, you ar...
- Should one raise cash levels, or stay fully invested now? Vinay Jaising answersExpert Vinay Jaising of JM Financial Services noted a 30% change in India's top 100 market cap companies recently. He advised staying inves...
- ETMarkets Smart Talk: Rural consumption could top priority in Modi 3.0’s final Budget in July: Vinay JaisingThe BJP led NDA alliance is confident of forming the government for the third time consecutively which has not happened in India since 1962...
- Will FIIs return to India or will valuations still keep them away? Vinay Jaising explainsHowever, if the count is significantly lower, around or below 300, the market will correct before stabilizing and moving forward. As invest...
- India heading towards huge earnings growth; 15% return can't be ruled out: Vinay JaisingThe single biggest name which comes into my eyes is basically the housing loan companies, be it Chola, there are tonnes of names in the fin...
- Instead of banks, time to bet more on NBFCs; bottom fish in chemicals: Vinay JaisingVinay Jaising highlights the strong growth in capex, industrials, railways, and energy, driven by the OMCs. He emphasizes the sustainable G...
- Which are the areas of the market where risk reward is very juicy even now? Vinay Jaising answersVinay Jaising of JM Financial Services believes that valuations are close to peak for many stocks, including largecaps. He emphasizes the i...
- Capex, pharma and auto sectors to come up with better earnings in Q3: Vinay Jaising"Vinay Jaising says: As far as financials are concerned, it would be business as usual which is superb loan book growth whatever numbers, w...
- ETMarkets Fund Manager Talk: Capex investment likely to be enhanced in Budget 2024: Vinay Jaising, JM FinancialVinay Jaising says: Capex investments have grown 5.6x in the last decade and now account for 3.3% of the GDP (not including PSU spend or st...
- 3 sectors on radar where we will buy on 15-20-25-40% fall : Vinay JaisingIndia's dependence on global markets for liquidity has reduced, with retail India providing strong inflows. rising US yields will not have ...
- A global risk-off trade is overdue and India should gain: Vinay Jaising“We are seeing the earnings growth trajectory of India led by banks, the capital goods sector doing very well and FII inflows. In the last ...
- Bet on stocks, don't bet on market in totality: Vinay JaisingWe have seen flows come in both domestically being very-very strong as well as from FIIs, FITD our flows have been almost $10-11 billion, c...
- 3 stocks Vinay Jaising is betting on from speciality chemical spaceSo the time for India has come now that the macros are doing better. FIIs are looking back into the country. And so far we have not seen th...
- ETMarkets Smart Talk: Vinay Jaising decodes 3 reasons why India could outperform global peers in 2H2023We are now trading at 20 x F2024 earnings, which is in line with our 5-year average multiples. However, if we were to look at YTD numbers, ...
- One quarter down, India may get into buy zone: Vinay JaisingIndia's equities market has seen a 15-18% devaluation and a froth which had put its valuation at 110% higher than MSCI EM, and 50-60% more ...
- ETMarkets Smart Talk: It is a matter of time when FII allocation to India increases at the cost of China, says Vinay JaisingGlobally, the technical position of the markets post the Q3-22 weakness, was supportive of a bear market rally going in to Q4-22 driven by ...
- ETMarkets Smart Talk: US Fed is likely to hike by 75-100 bps: Vinay Jaising"With US inflation running at 9.1%, ~4.5x the target of 2%, Fed is likely to run a restrictive monetary policy even if Inflation peaks by A...
- Shares of BPCL, HPCL and IOC gain from fuel price hikeStocks of state-owned oil marketing companies such as Bharat Petroleum Corporation and Hindustan Petroleum Corporation rallied on Monday af...
- Reliance Jio Infocomm’s entry will be disruptive for telecom sector, says Credit SuisseReliance Jio’s launch network will be 3 times of 2009-10 in terms of capacity addition to the industry,” says Credit Suisse.
Load More
