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DHANANJAY SINHA
Inflation and input costs threaten earnings momentum going forward: Dhananjay SinhaIndia Inc. delivered strong March-quarter earnings, surpassing market forecasts. Revenue growth improved, supported by cost savings. Howeve...- IT stocks see tactical rotation as banking fatigue triggers sector shift: Dhananjay SinhaThe Indian IT sector's recent interest is seen as tactical, not structural, as banking stocks show fatigue. Rising crude oil prices are dri...
- West Bengal Assembly Election Phase 2: Full list of key constituencies, candidates including Mamata Banerjee, Suvendu AdhikariWest Bengal Phase 2 Elections 2026: West Bengal gears up for the second phase of its Assembly elections. Polling will cover 142 constituenc...
- El Niño and geopolitical tensions cloud India’s rural economy: A somber 2026 outlookIndia’s rural economy faces pressure in 2026 from a likely El Niño-driven weak monsoon and rising input costs due to US-Iran tensions. Lowe...
- GST cuts lift market sentiment, IT gains on valuation play: Dhananjay SinhaStock markets rebounded after last week’s selloff, driven by GST cuts, festive demand expectations, and global partnerships. Dhananjay Sinh...
- May add pharma, hospitals stocks as we go forward: Dhananjay SinhaDhananjay Sinha of Systematix Group notes US tariffs impact on pharma. A correction is seen in US-exposed companies. Tariff investigation o...
- Is there a market rotation in favour of IT, pharma and auto? Dhananjay Sinha answersDhananjay Sinha of Systematix Group indicates a recovery in the Information Technology sector. Improved US-China relations are easing inves...
- There can be some more correction before deep value emerges in market: Dhananjay SinhaDhananjay Sinha highlights Nifty's average earnings growth of 4-5% and valuations of 20-22 times, indicating a high PEG ratio. With concern...
- Betting on 4 pharma stocks; constructive on consumption space: Dhananjay SinhaDhananjay Sinha, Co Head of Equities & Head of Research at Systematix Group, highlights the importance of a case-by-case approach in the ph...
- Private banks, IT, pharma have spring in the step: Dhananjay SinhaThe IT and pharma space will continue to see a good amount of traction.
- 2 sectors that will spring biggest surprise this earnings season: Dhananjay Sinha, Emkay Global Financial"The volume surprises have been pretty strong for the auto space and that should reflect in the numbers."
- We are bullish on 3 pharma stocks: Dhananjay Sinha, Emkay GlobalWe will start worrying when crude oil prices go significantly higher than $60-65 a barrel, says Sinha.
- Look at HDFC Bank, Kotak Bank and IndusInd Bank: Dhananjay Sinha, Emkay GlobalIn a chat with ET Now, Dhananjay Sinha, Emkay Global Financial says banks that have high retail proportion on the lending side have done re...
- Growth momentum much weaker - local as well as globally: Dhananjay Sinha, Emkay Global Financial Services"If you look at the IT sector, it has been a mixed pack. Infosys surprised us with a dollar revenue growth above 6%; TCS was below expectat...
- Market valuation 4-5 years ahead of business cycle: Dhananjay Sinha, Emkay GlobalIn an interview with ET Now, Dhananjay Sinha, Head – Institutional Research – Economist & Strategist, Emkay Global Financial Services Ltd, ...
- Investment cycle turnaround still some distance away: Dhananjay Sinha, Emkay Global Financial Services"The market has actually been close to new highs or making new highs every now and then, but the underlying fundamentals have not changed s...
- Market expecting Fed tapering to be moderate than initially expected: Dhananjay Sinha, Emkay GlobalThe rupee is more linked to the underlying growth and that does not seem to be coming back right now, says Dhananjay Sinha.
- Expect FDI in retail to get postponed in current parliamentary session: Dhananjay Sinha, Emkay Global"As far as FDI is concerned, it is a matter of policy which needs to be rectified by the Parliament", Dhananjay Sinha said.
- Pricing of 2G auction, renewable of licences to affect telecom in coming months: Dhananjay Sinha, Emkay Global Financial ServicesIn an interview with ET Now, Dhananjay Sinha, Co-Head, Institutional Research-Economist & Strategist, Emkay Global Financial Services Ltd, ...
- We are negative on M&M and Maruti Suzuki in the auto sector: Dhananjay Sinha, Emkay GlobalWe are negatively inclined with respect to the auto space. We are negative with respect to M&M and Maruti but we are positive on Bajaj Auto.
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