Rostow Ravanan on Mindtree’s 200% special dividend for investorsThis dividend is subject to shareholders’ approval at the forthcoming AGM, says Ravanan
Investors are okay about taking a valuation risk but not earnings or governance risk: H Nemkumar, IIFLMarket sentiment is downbeat, fresh capital allocations unlikely before election, says Nemkumar.
Valuations looking much more attractive now: H Nemkumar, IIFL"A large number of mid-caps and small-caps are oversold, a part of the classic boom & bust cycle."
Mutual funds garner over Rs 65,000 crore in JanFunds went to debt and equity funds while hybrid funds saw outflows
India will enter a cyclical slowdown over next 12 months: Sonal Varma, NomuraOverall, there is a positive growth impulse, but more consumption- oriented, says Sonal Varma, Nomura
We create rules fearing bad actors rather than encouraging good ones: Jaideep Khanna, BarclaysI am fundamentally optimistic on India. The Indian economy is underpinned by solid demand, says Khanna
Rakesh Jhunjhunwala settles insider trading caseAdjudication proceedings were started in 2017 for alleged violation of PIT in case of Geometric Ltd.
Arvind entering Rs 2500-cr capex cycle over next five years: Kulin LalbhaiAfter delisting. brands and engineering business to get relisted sometime in January, says Arvind ED
Markets to show strong performance in 2019: Samir Arora, Helios CapitalBetter "ease of doing business of investing” can help India do better, says Helios Capital founder
US market is not as target rich as it was three, five or 10 years ago: Jeffrey Ptak, MorningstarFund investors should feel good that they have been on a steady arch of progress, says the Morningstar global director.
Cost of funds set to rise in Q3, Bajaj Fin to pass on rate hikes: Rajeev Jain, Bajaj FinanceHigher interest rate may not have much impact as it will be passed on to customers, says Bajaj Fin MD
India very attractive for long-term investments: Michael Roberts, CitiBank"US’ manufacturing will continue in countries like India, as there is competitive advantage here."
Re may drift lower on global cues: Sanjay Singh, BNP ParibasCurrency expected to settle somewhere around 72-72.5 against dollar this quarter
Growth is Nestle’s main focus; we will selectively hike prices if needed: Suresh NarayananChallenge at Nestle is not what to launch but when to launch, says MD
HDFC AMC April-June net profit rises 25% to ₹205.2 crTotal assets under management (AUM) rose 22% to ₹3.01 lakh crore from ₹2.48 lakh crore.
Hindalco’s Q1 standalone net doubles to Rs 734 crCompany plans to repay Rs 1,500 crore debt, refinance part of its borrowings
Wockhardt has focused on consolidation in Q1: Habil Khorakiwala“We expect to introduce two new drugs in Indian market next year.”