Ankur Rudra, Head of APAC Telecoms & India TMT Research, JPMorgan, says there have always been hope rallies that have played in the IT services sector in the last year. We have seen some of that potentially play out in the last one-and-a-half months. But in the near term, we are not seeing any improvement … Read more
Chakri Lokapriya, Managing Partner, RSB LLP, says paint stocks at best are a trade because they have corrected very significantly because there is a lot of competition. Two to three years ago, there were only Asian Paints, Berger Paints, and a couple of others. Today, a lot of big companies have come in and they … Read more
Srikumar Krishnamurthy, Vice President & Co-Group Head, Corporate Ratings, ICRA, says the recovery or the bounce back post-COVID was pretty significant in the PV segment in particular and even compared to the global markets, we were outgrowing. There is some amount of elevated base that has crept in. So, factors like the pent-up demand and … Read more
Dipan Mehta, Director, Elixir Equities, says the question that everybody on the Street will ask the IT company is how big is this AI opportunity. Is it for real? Is it going to translate into double-digit growth rates for the next four to five years for IT companies? If we get a positive response over … 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
DP Singh, Deputy MD, SBI MF, says we may not see the largecap category itself having SIP flows, but the other funds also, every midcap and smallcap fund has some percentage of largecap stocks. So, do not look at the numbers just in the largecap category, but largecap stocks are also getting quite good flows.The … 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
Arvind Sanger, Founder & Managing Partner, Geosphere Capital Management, says the US market would like a not-too-strong mandate for either party and no big sweep for either Democrats or the Republicans. A big Democratic sweep looks very unlikely, but a big Republican sweep is possible. As long as Trump does not have too much of … Read more
Arnab Das, Global Market Strategist -EMEA, Invesco, says the UK election was relatively predictable as to the big picture here, which is that power switching from the right to the centre and left. Not much is going to change in the short term. There will be some symbolic changes in taxes here and there, but … Read more
Harish Bihani, Senior Fund Manager, Kotak Mutual Fund, says, there are themes, and stocks that will do well long term in India but there is no FOMO in those themes today. Maybe one should get into those themes a little early and these should do well over the next 3, 5, and 10 years. We … Read more
