Rakesh Sharma, ED, Bajaj Auto, explains the logic behind launching a CNG motorcycle. He says the company expects this to be a pivotal point in the development of the two-wheeler industry in the country. And if we have to take the government at face value, which there is no reason to disbelieve, the CNG network … Read more
Shriram Subramanian, Founder & MD, InGovern, says Kotak would likely be acting as just a creator of a fund where someone else’s funds are used. US-based short-seller Hindenburg Research whose report on the Adani Group last year triggered a rout in the group’s stocks, has come out with a note stating India’s market regulator Sebi … Read more
Neelkanth Mishra, Chief Economist, Axis Bank & Head of Global Research, Axis Capital, says there is a big gap between demand and supply and if we can get urban infrastructure investment to accelerate in the next five years, then potentially we can do a 7.5-8% growth. That is an area where if we invest, it … Read more
Jayen Mehta, MD, Amul India, says as a brand, if Amul can connect the producers with the consumers, giving them good quality food, free from chemical fertilisers and pesticides, I think there will be a great contribution not just to the health of the country but also to improving the carbon content and productivity and … Read more
Bhavish Aggarwal, Chairman & MD, Ola, says India needs to build its own EV paradigm, its products, and its core technology in the EV stack to become a large part of the global EV revolution. Aggarwal says that is his mission and therein lies the opportunity for the whole industry in India to contribute to … Read more
Anuj Kumar, MD & CEO, CAMS, says at the CAMS level, they have about 75% share in net equity sales, which is a very strong foundational metric to see which way overall assets are heading and combined with their investment in technology, talent and overall in risk and compliance kind of dimensions, they are poised … Read more
Abheek Barua, Chief Economist, HDFC Bank, says there is a laundry list of items that need to be addressed before we get on, and climb back onto that 8% to 9% sustainable growth path. We could have a one-off 8% or an 8.5% growth, but that is not what the steady state growth would be. … Read more
Sunil Suresh, CMD, and Pradeep Mishra, CFO, Stanley Lifestyles, in conversation with ET Now after the luxury furniture maker’s IPO debuted at 34% premium on NSE on Friday. Stanley is not planning to expand into smaller towns. They will mostly be in the major metros, Delhi, Mumbai, Hyderabad, Pune, and Calcutta. High-end, luxury furniture being … Read more
Pranav Gundlapalle, Senior Research Analyst, Sanford C Bernstein, says expects private sector banks to outperform the public sector banks from now onwards, both in terms of the EPS growth numbers or even the fundamental metrics. What has not helped them from a stock price perspective has been the foreign outflows. So, with FII inflows potentially … Read more
Mukul Kochhar, Head of Institutional Equities, Investec Capital Services, says he is bullish on financials, auto and pharma sectors. Financials include some very high-quality banks, regulated banks, small finance banks trading at very affordable multiples; in autos, there are OEMs, two-wheelers and some four-wheelers also at this point they have become attractive in terms of … Read more
