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GROWTH KICKER
The problem with owning 13 mutual funds to reach Rs 4.67 crore goalAn investor's 13-mutual fund portfolio, aiming for Rs 4.67 crore, was deemed over-fragmented and style-overlapping. An expert advised conso...
From shortage story to cash-flow story: A sector ready for sustained re-rating? 5 power stocks with upside potential of up to 33%In the power sector, the next cycle will not reward whoever has the most installed megawatts. It will reward whoever can sign the right con...
Nifty is better insulated than you think; here's what Vinod Karki is buying right nowGeopolitical tensions are impacting global markets. Vinod Karki, Equity Strategist at ICICI Securities, suggests the Nifty index offers a s...
Midcaps offer attractive opportunities amid volatility: Gautam DuggadIndian companies are reporting strong earnings growth. Metals and oil & gas sectors are leading the charge. Even excluding these, growth re...
What will be the next growth kicker for Tanishq? Titan MD answersCK Venkataraman, MD of Titan, highlighted the need for higher standards and innovation in Tanishq to sustain growth. He noted July's improv...
Zerodha CEO sets fitness challenge for employees, offers one months salary as prizeIn a series of tweets, the investment app founder laid out the details of a fitness challenge that could earn employees an extra month's sa...
Emam’s Sridhar Sivaram on how to avoid falling in value traps“Always look for an earnings growth kicker in value stocks or else it could end up as a value trap.”
Let the impatient volatility settle, invest when the noise dies downAll these reforms will bear fruits in the long term with a solid foundation.
This will be a year where pharma outperforms: Jimeet Modi"All the pessimism with respect to demonetisation, Trump on emerging markets – all the negatives have been broadly covered and discounted b...
InnoVen Capital announces maiden South-East Asia venture debt dealsInnoVen Capital expects to commit over $500 million in venture debt transaction to high-growth innovative start-up companies across the reg...
PSU stocks like BEML, NBCC and BEL to perform well: Mayuresh JoshiWhen it comes to other PSUs, ex-banks, there is a huge amount of overhang on how policy formulations might actually take place, says Joshi.
Low inflation, rising income to drive Rs 1.4-trillion spending boom: Crisil reportThe agency attributes this to the coming back of real returns for savers and consumers, even though on a marginal scale, following the stee...
Pharma companies offer defensive edge as well as growth kicker: Phani Shekhar, Angel Broking'Glenmark, Divi’s and Aurobindo are doing pretty well. So this is an interesting space.'
- Crompton Greaves may witness a rally: CK Narayan, Growth Avenues Asset Advisors
I am looking to bottom fish in something which has been falling for a while. That is Crompton Greaves at about Rs 95 levels.
- Consumer staples no more defensive: CLSA
CLSA prefers pharmas to consumer staples as a defensive bet, and replaced Tata Motors with Lupin in its top 5 picks.
- All our projects have been financially tied up: Nitin Kolhatkar, Arshiya International
In an interview with ET Now, Nitin Kolhatkar, CFO, Arshiya International, talks about their quarterly performance, growth projections as we...
- BGR Energy looks pretty attractive: Avinash Gorakshekar, Anagram Capital Ltd
BGR Energy will be recording a very strong earnings growth.
- Target for HCL Technologies Rs 445: Pankaj Pandey, ICICI Direct
The company has completely delivered in last quarter in terms of double digit volume growth.
- Telecom is a long-term growth story: Lancelot D'cunha
Long-term growth story on the telecom side will continue, though it may take a pause during this period of consolidation.
- Deccan Chronicle is on the growth path: Emkay
ET Now talks to Anish Damania, Head, Institutional Equity, Emkay Global Financial Services on media stocks.