Siddhartha Sanyal, Chief Economist & Head-Research, Bandhan Bank, says there is no urgency on the part of the government or the finance ministry to cut down their projected fiscal deficit or the borrowing number at this moment, possibly they can afford to take a call on that at a later date. But in general, with … Read more
Shibani Sircar Kurian, Senior EVP, Sr. Fund Manager & Head -Equity Research, Kotak Mahindra AMC, says from a market perspective, the earnings trajectory for FY25 and FY26 are still fairly intact, and mid-teens earnings growth in the context of almost 24% earnings growth for Nifty last year which is FY24 is a very good outcome. … Read more
Deven Choksey, MD, DRChoksey FinServ Pvt. Ltd., says the growth that we are seeing in the economy could result in the growth of the first beneficiary sector which will be housing for sure. Now, whether one should buy one or one should look at everything in this space, I would say that there is enough … Read more
