How will new US tariffs affect Indian markets and investor confidence?Indian markets experienced a significant downturn on Tuesday, with both the Nifty and Sensex falling by over 1% due to the US imposing a 25...
27 Aug, 2025, 06.08 AM IST
ETMarkets Smart Talk: Valuations remain above historical averages; stock-picking key in mid- and small-caps, says Vikram KasatVikram Kasat of PL Capital suggests Indian equities, while off their peak, remain above average, demanding careful stock selection. Sectors...
21 Aug, 2025, 09.00 AM IST
D-Street turns cautious ahead of US trade deal deadlineIndian benchmark indices closed slightly higher on Friday, snapping a two-week winning streak. The NSE Nifty ended at 25,461, while the BSE...
05 Jul, 2025, 09.33 AM IST
ETMarkets Smart Talk | India-Pak tensions seen as temporary; focus on earnings, gold allocation up to 20%: Vikram KasatMarkets typically distinguish between political headlines and actual war risks. Unless there is a full-blown conflict—which is very rare—in...
01 May, 2025, 03.53 PM IST
ETMarkets Smart Talk | IPO surge driven by fintech, EV, and tech as bull market boosts liquidity: Vikram KasatThe market has already factored in a series of rate cuts, so attention is shifting to new concerns, particularly the anticipated economic s...
16 Sep, 2024, 09.04 AM IST
Fertiliser, agrochemical stocks rally as monsoon arrives earlyFertiliser and agrochemical companies like FACT, Nova Agritech, and Rallis India saw a boost in shares as the monsoons arrived early. Analy...
11 Jun, 2024, 07.39 AM IST
Fundamental Radar: Why is Hero MotoCorp well placed to see further re-rating? Vikram Kasat explainsHero Motocorp's profitability in ICE motorcycles portfolio reaches 16% due to regular price hikes, premiumisation, and favourable model mix...
23 Feb, 2024, 10.00 AM IST
ETMarkets Smart Talk: We may see some surprises in Budget; turn underweight in autos: Vikram KasatVikram Kasat says: "The Interim Budget 2024 is expected to highlight sectors like textile, circular economy, and domestic tourism. Risk-to-...
30 Jan, 2024, 09.00 AM IST
Fundamental Radar: Why does Divgi TorqTransfer deserve to trade at premium vs peers? Vikram Kasat explainsThe company positions itself as an integrated system solutions provider within an OEM landscape - a strategy that minimizes exposure to pri...
01 Jan, 2024, 10.02 AM IST
Fundamental Radar: Why is Hindalco best placed amongst peers in metals space? Vikram Kasat explainsBrokerage Prabhudas Lilladher remains positive on the stock and believes that Hindalco is best placed in the metals space on the improved o...
08 Dec, 2023, 09.15 AM IST
Fundamental Radar: Why Restaurant Brands is a play on India’s discretionary consumption? Vikram Kasat explainsDespite this underperformance, Vikram Kasat of Prabhudas Lilladher belives that the stock provided a good opportunity for investors to play...
29 Nov, 2023, 10.07 AM IST
Fundamental Radar: Why Sunteck Realty is the best play in Mumbai high-value realty market? Vikram Kasat explainsBrokerage Prabhudas Lilladher believes that Sunteck Realty is an interesting play on Mumbai’s high-value real estate market, given its prov...
27 Sep, 2023, 09.47 AM IST
Fundamental Radar | 3 factors seen driving Jindal Steel’s earnings over FY23-25: Prabhudas LilladherJindal Steel's ongoing Rs 240 billion capacity expansion at Angul is expected to drive steel volumes at a strong 16% CAGR over the next thr...
21 Sep, 2023, 09.52 AM IST
Fundamental Radar: 4 factors that will drive value creation for Greenpanel Industries, Vikram Kasat explainsGreenpanel Industries is one such company as the wood products maker saw a decline in revenue as well as a significant deterioration in pro...
05 Sep, 2023, 10.20 AM IST
ETMarkets Smart Talk- Plan to invest Rs 10 lakh? Here are 7 stocks for long term wealth creation: Vikram Kasat1Q24 was the first normal quarter after 1Q20, devoid of any covid wave during the quarter or base quarter. The demand scenario is mixed, wi...
25 Aug, 2023, 09.00 AM IST
ETMarkets Smart Talk: Why Vikram Kasat of Prabhudas Lilladher increased allocation to banks & cut overweight on ITEarlier when FIIs were net sellers, they had their reasons for high Indian market valuations but now, that concern has been solved given th...
11 May, 2023, 08.43 PM IST
Year-end special | ETMarkets Poll: 2 out of 3 analysts see Nifty hitting 20K milestone in 2023While volatility is likely to play out in 2023 as well because developed economies like the US and Europe are on the brink of a recession a...
19 Dec, 2022, 12.09 PM IST