In Q4, more beats than misses as market went into earning season with low expectations: Vinod KarkiICICI Securities' Vinod Karki notes FY25 corporate losses hit a cycle low, with profit growth exceeding nominal GDP. Q4 results beat muted ...
10 Jun, 2025, 08.11 AM IST
Are we heading to another correction or is this run-up sustainable? Vinod Karki answersICICI Securities' Vinod Karki suggests India's growth prospects are improving relative to China and the US, potentially attracting more inv...
23 Apr, 2025, 08.11 AM IST
Are we going through a healthy market correction or has the narrative changed? Vinod Karki answersVinod Karki of ICICI Securities explains that the market correction is due to the rise in US bond yields. He highlights the temporary facto...
14 Jan, 2025, 08.11 AM IST
What will Trump's win mean for Indian investors? Vinod Karki answersIt is not as if everyone will get impacted because there will be shifting channels, because he wants to put more tariffs towards China and ...
06 Nov, 2024, 02.21 PM IST
Expect rate moderation, not a severe rate cut cycle, denoting problems with growth & capex: Vinod KarkiVinod Karki from ICICI Securities addresses growth concerns in IT and agri-rural sectors, uneven rainfall distribution, and high valuations...
19 Sep, 2024, 03.30 PM IST
Vinod Karki on 4 sectors that may do well in next few quartersNPA is at a record low level. So, all in all, the delta in data that we have seen from the start of this year have largely been revised pos...
09 Aug, 2024, 03.45 PM IST
Q4 earnings: Domestic cyclicals in line or slightly better while defensives like IT & FMCG are underwhelming, says Vinod KarkiVinod Karki, Equity Strategist at ICICI Securities, highlights market trends with a focus on domestic cyclicals, defensives, and FPI buying...
30 Apr, 2024, 09.07 AM IST
Vinod Karki’s 3 candidates for India’s first $1-trillion market cap companyVinod Karki expects a peak in the profit to GDP cycle to drive the emergence of $1 trillion companies in India by 2032. He believes that co...
16 Jan, 2024, 02.29 PM IST
There is nothing completely bombed out and neglected in this market: Vinod Karki“The fossil fuel energy ecosystem, be it oil and gas, coal or the power generators and all these companies are still giving a decent value....
11 Sep, 2023, 09.11 AM IST
Here's why Vinod Karki is bullish on the auto sectorThe market is speculating on long-term growth prospects because the multiple that we apply is on the short term, the next year or the year ...
16 Aug, 2023, 12.00 PM IST
Manoj Bajpayee to throw some punches in his next! 'Bandaa' star will produce and play titular role in action drama 'Bhaiyaaji''Bhaiyaaji' will be produced by Vinod Bhanushali, Kamlesh Bhanushali, Samiksha Oswal, Shael Oswal, Shabana Raza Bajpayee, and Vikram Khakha...
12 Aug, 2023, 06.26 PM IST
Pharma offsetting some of the impact from IT: Vinod KarkiThe soft outlook on IT is being compensated by pharma exports, says Vinod Karki, ICICI Securities' equity strategist. He adds that while th...
02 Aug, 2023, 09.36 AM IST
Capex and manufacturing theme to outperform going ahead: Vinod KarkiI think both industry credit and industrial capex along with real estate development which is a large part of as I said the investment cycl...
05 Jan, 2023, 01.01 PM IST
Which sector will have the best quarter? Vinod Karki answers"The key, especially for PSU banks, is how the NPA trajectory is moving and how growth is coming along. Everyone agrees on the point that w...
07 Oct, 2022, 04.40 PM IST
Is this the best time for investing in the market? Vinod Karki answers“This year, we would see the normalising of liquidity and interest rates which will have a downward effect on equity valuations. On the oth...
18 Jan, 2022, 05.11 PM IST
Risk-reward good, but market may stagnate at these levels for a while: Vinod KarkiA bit of cyclical and structural story is playing out in auto and one has to be very selective about what to pick in that space, says the V...
02 Mar, 2020, 03.22 PM IST
Probability of a stock reaching previous peak after falling 75% is very low: Vinod KarkiKarki pointed that while there was a around 7 per cent correction in largecaps, but if you look at mid and small it was significantly highe...
26 Jul, 2019, 08.07 PM IST