“We did pick up post results somewhat and would look to add if it corrects more. Then, during the budget time, I had said that a company which we own and which has also done reasonably well, SH Kelkar, which is on the flavours and fragrances side, so they have got a big order, the … Read more
“Mutual fund figures for I think the last month are still to come out, but they should be healthy. So, there are flows into mutual funds, PMS, AIF, etc. So, I think that keeps the market buoyant. On the other hand, we are also seeing huge supply these days, like on a daily basis now … Read more
Abhishek Gaoshinde of Sharekhan By BNP Paribas, says it is not a mandatory policy, it is a voluntary policy. As long as it is voluntary, the success or the impact of the EV or any other thing would be dependent on the kind of value that the owner is getting. If an owner is getting … Read more
Pramod Gubbi, Co-founder, Marcellus Investment, says there are pockets of reasonable valuations within the market or if they are fairly valued, there is enough predictability in terms of earnings growth. That is what a discerning investor should do. We have to work with the constraints that the market has provided.Amidst all the chatter about high … Read more
Carmakers and dealers are offering incentives by way of discounts, exchange bonuses, assured gifts to the tune of 5-11% – the highest in five years – in a bid to tempt buyers amid mounting inventory as sales slow, following a record FY24. The offers aren’t just on older models launched two to three years ago … Read more
“Except for oil and gas and metals, I think we stand good as far as the earnings growth is concerned. It will broadly be 13% to 15% sort of earnings growth for this quarter sectorally except for metals and oil and gas,” says Manish Sonthalia, CIO, Emkay Investment Manager.How are you observing the markets right … Read more
Mumbai: Maruti Suzuki’s continued dominance on Dalal Street as investors’ most preferred domestic automobile maker faces challenges with rival Hyundai Motor preparing for a debut on Indian bourses. The South Korean car maker’s listing in the country could weigh on the premium valuations that Maruti’s shares enjoyed over other auto companies so far, said fund … Read more
Interim Budget Expectations: The government needs to continue with favourable policies to promote green mobility while also focussing on infrastructure development at a robust pace in the upcoming Budget, according to some leading firms in the automobile space. The Union government is all set to present the interim budget on February 1. “We expect capex … Read more
