Ashwini Kumar Tewari, MD, SBI, says rural growth is coming back, consumption is improving and of course, whether it has reached the levels that we want and whether it is sustainable is something we have to see. But with the agricultural growth doing good and the monsoon having improved significantly, we are in for a … Read more
Andrew Holland, CEO, Avendus Capital Public Markets Alternate Strategies LLP, says the market might be held up and we might just have a push higher toward the Budget. Two of the big sectors like IT and banking have seen a strong run in the very short run. Other sectors like FMCG are probably helping to … Read more
“Even the largest bank is trading at 2.3 times book, around 12-13 times price to earnings, I do not remember the last time that happened. And clearly, the risk reward is favourable at this point because of that,” says Anshul Saigal, Founder, Saigal Capital.Let us start off with banks, seems like the FIIs are back … Read more
“I think the time has come for them to really take charge or take lead or join the overall bullish camp and that is what is sort of happening. A lot of people have started to relook at HDFC Bank,” says Rohit Srivastava, Strike Money Analytics & Indiacharts.What are you reading of this kind of … Read more
“You can see from foreign flows perspective that that rebound in China is detracting from some of the investment in India. I do not think it changes the longer-term trends, but we are in one of those holding patterns similar to the fourth quarter of 2023,” says Laurence Balanco, CLSA.What is the take on India … Read more
