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VARUN LOHCHAB
Markets to deliver 7-8%, GST cuts could spark consumption revival: HDFC Sec’s Varun LohchabHDFC Sec’s Varun Lohchab sees Indian markets delivering steady but modest returns, with earnings growth sustaining in double digits and con...- Consolidation in earnings to keep markets range-bound: Varun Lohchab, HDFC SecuritiesHDFC Securities predicts strong margin expansion in Q4 and 9% earning growth in FY25. Consolidation in earnings expected to keep markets ra...
- Warning signs flash for over 100 smallcap multibaggers. Is it a bubble waiting to burst?The Nifty SmallCap 100 is trading at a high P/B value of 6.7, and at least 128 smallcap multibaggers are trading above their 5-year average...
- Betting on 5 themes for multi-year play with slight value bias: Varun LohchabVarun Lohchab discusses the positive outlook for the auto ancillary space and Indian battery companies. The auto component sector is expect...
- Double-digit returns from here looks very difficult for 2024: Varun Lohchab“What we were expecting for CY2024 actually came in the last one-two months itself. Another 8 to 10% is possible for next year, but double-...
- Varun Lohchab on HDFC Securities’ 6 top ideas across sectorsHDFC Securities' Head of Research-Institutional Equities, Varun Lohchab, suggests that their top investment ideas span across various secto...
- 'Build India' stocks with big order books build a D-Street fan baseWith order books at probably the highest levels in recent years, market participants are willing to ignore record-high valuations in many o...
- Varun Lohchab’s 6 top investment ideas in IT and financials"United Spirits is one of our top picks in the consumption space and then in discretionary space we like Crompton Consumer which is part of...
- Be slightly cautious and take some money off the table: Varun LohchabMarket experts suggest that the current earnings season in India has been lacklustre, neither a big hit nor a miss. While largecaps do bett...
- Inflation coming down should further aid rural consumption recovery: Varun LohchabIf you look at consumption, especially the discretionary stocks, valuations are more stretched out there. So, in that context, I think FMCG...
- After change of guard, what to expect from TCS? Varun Lohchab answersVarun Lohchab of HDFC securities says that they are not overly worried about TCS replacing its CEO. . They believe that the new CEO is equa...
- Don’t worry too much about markets, it is time to buy stocks at right valuations: Varun LochabThat was our call at the start of the year and we still maintain that even though India does not have any big problems per se in terms of t...
- Is it time to add FMCG stocks to your portfolio? Varun Lohchab answersWe will have a high base in the second half in terms of the raw material cost, so YoY, things will start looking better on the margin front...
- Bullish on the capex theme? Varun Lohchab on 9 picks across sectors“The last several years has been largely retail-led credit growth but we expect the corporate credit growth to pick up. Anyway with higher ...
- Investors await stability on D-St to resume IPO partyEnding the 80-day drought of the primary markets, Syrma SGS Technology launched its IPO on Friday, but no other issue is lined up, with 28 ...
- Nifty consensus EPS still high, may get downgraded by 3%-4% in next 3 months: Varun Lohchab“We might end up with a single digit earnings growth in FY23 and for FY24 we are currently building in 13-14% earnings growth. FY23 is more...
- This large Indian broker sees more profit discontent for stocksIt sees up-tick in stocks as “bear market rally” rather than sustained turnaround.
- Patanjali eats into Colgate, HUL share in oral care spaceColgate’s overall share fell 210 basis points to 49.4% in year-to-March after key brands — Colgate Dental Cream, Active Salt and Cibaca — l...
- World's best-performing department store this year is in IndiaJefferies joins a growing chorus of bulls on the producers of staples and branded goods.
- Expect Sensex to touch 22,500 by year-end: Varun Lohchab, Religare Capital MarketsWe are bullish on banking, auto and IT stocks, and have a year-end Sensex target of 22,500, says Varun Lohchab.
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