Budget should see a 30% increase in infra outlay to make up for lag of this year: Vinayak ChatterjeeVinayak Chatterjee advocates for increased infrastructure spending to boost India's GDP. He suggests a 30% increase in the infrastructure b...
12 Dec, 2024, 12.34 PM IST
In a growing economy, new defensive sectors tend to emerge: 5 tiles and ceramic and home makers stocks with upside potential of up to 41%Many times the word, defensive stocks is used on the street. Most of the time it is FMCG, pharma and others which are referred to as defens...
28 May, 2024, 11.47 AM IST
Reorient policy to enhance flow of credit to Bharat: Aditya PuriIndia has two major sectors which contribute more than 50% to the Gross Domestic Product (GDP) - agriculture and allied activities, and mic...
08 Feb, 2022, 06.23 AM IST
New investors changing rules of the game: Prasanth Prabhakaran“With a risk appetite, the new investors are able to digest huge draw downs. A 40-50% correction does not end up getting them perturbed. Th...
12 Nov, 2021, 05.20 PM IST
Betting on capex revival? Go for auto and real estate stocks: Vinay Khattar“If the Indian household investment begins to come into the market, it will create a huge demand for multiple sectors.”
01 Jun, 2021, 04.14 PM IST
Companies with strong finances likely to bounce back firstDespite rising regulations over the past ten years including GST, compulsory PAN card for jewellery purchase and demonetisation, Titan has ...
03 Sep, 2020, 10.32 AM IST
This is not a market that you can ignore and stay out: Kotak AMC‘Market share is moving to the organised well-capitalised players’
06 Jul, 2020, 09.11 AM IST
50% rally in 4 weeks! Stocks seeing early bounce are bound to give you FOMOSeveral top-rung stocks have notched up as much as 50 per cent gains in four weeks.
28 Apr, 2020, 02.03 PM IST
GST rate on cement, steel, pipes, roofing sheets and other building materials: Implications on housing sectorA person should keep in mind the varied GST rate applicable on inputs and accordingly make a suitable decision. For example, the GST rate v...
16 Jul, 2019, 11.21 AM IST
Offer up to Rs 1 cr overdraft to MSMEs on turnover reported in GST returns: ICICI Bank"In our experience, we have seen that MSMEs, typically go through setup, operating, growth and diversification," said Pankaj Gadgil, Head -...
09 May, 2019, 11.36 AM IST
I won’t reduce India rating just because oil is going up: Christopher Wood, CLSAThe big bull run in India was between 2002 and 2009. That was more fundamentally based.
14 Nov, 2017, 12.39 PM IST
Very low inflation for a long time bad for growth, a 50 bps cut would have been better: Kaushik Basu"Foreign investors worry about the mood of a country and the social side which we ignore can have a long run"
05 Aug, 2017, 11.57 AM IST
10 early birds this earnings season see re-rating, target price revisionsEarnings announcements usually lead to a review of ratings and target prices by brokerages.
20 Jul, 2017, 02.07 PM IST
Almost 40% of the overall building products gets sold through the retail channel:Siddhartha Mundra, Shankara Building ProductsRetail stores have consistently grown to 106 in 2017 says Siddhartha Mundra, Shankara Building Products.
07 Jul, 2017, 03.22 PM IST
Good monsoon & GST rates to help HIL turnaroundHigher GST on steel sheets of 28% on ACS, will give asbestos manufacturers the extra edge.
19 Jun, 2017, 08.06 AM IST
Betting big on GST plays: Rohit Agarwal, Kotak Life InsuranceOur medium to longer term outlook is bullish and expect healthy returns over the years.
06 May, 2017, 03.46 PM IST
Betting on domestic consumption and cyclicals: Mayuresh Joshi, Angel BrokingWhen volatility is high, it is the global linked sectors -- commodity linked or asset back linked which are going to be more affected, says...
27 Mar, 2017, 04.16 PM IST