“I have a feeling that at this moment, this is a market which is highly in favour of the individual investor because the individual investor does not have portfolio complications to manage and he can look at a bottom-up opportunities without having liquidity concerns because he is not managing as much money as a professional … Read more
“The situation was never as good in the Indian aviation market as it is today because there are effectively only two large players, Vistara Air India combined and InterGlobe Aviation,” says Sandip Sabharwal, asksandipsabharwal.com.Let us get stock specific then and get in your take on the entire chemical sector, brokerages are of the view that … Read more
“We do not have any of the wire and cable stocks, but I think Finolex I have tracked and recently prior to the results and subsequent to management commentary, obviously it has done very well. So, the entire space is doing well in terms of volume growth and it has actually been leading the entire … Read more
“A single party or coalition getting more than 272 seats to form a stable government is crucial. If we look a week ahead and consider the steady inflows from domestic investors, they’re already favoring a stable government,” says Vinay Jaising, JM Financial. Firstly, let’s discuss the market volatility we are seeing just ahead of the … Read more
“Few percentage point here and there does not matter as much as certainty does. So, outcome after elections, a good budget, both would have a positive impact,” says Prateek Agrawal, MD & CEO, Motilal Oswal Asset Management Company. I am looking at the market positioning, what FIIs have done, what DIIs have done, what the … Read more
“The fact bond yields went down when you had that big dividend payout, I think there was a bit of an outperformance. So, I think you could look for some more outperformance at least over the next 6 to 12 months,” says Hemang Jani, Independent Market Expert.But the interesting bit is despite the fact that … Read more
“There might be some psychological or emotional reaction in a shorter term, saying government would not be able to carry out this reform, that reform, but I do not think structurally speaking anything would change,” says Vikas Khemani, Carnelian Asset Management.The main plank of this government’s politics or one would say this entire canvassing has … Read more
