Dipan Mehta, Director, Elixir Equities, says it is better to manage expectations and that one could expect one or two soft quarters for the auto industry. There could be a correction over there. If one is too overweight, one could liquidate a little bit, but not exit the sector just because there are a few … Read more
Warren Harris, CEO & MD, Tata Tech, says they have driven the business around over the last four to five years and transitioned from 16-16.5% to 18.4% this year. This year is predominantly going to be about margin preservation. Harris expects incremental improvement in margins towards the end of the fiscal year. But their goal … Read more
Charu Chanana, Global Market Strategist & Head of FX Strategy, Saxo Markets, says overall the message from global data is pretty clear that we are going into a slowdown. What we need to watch out for is whether that slowdown comes abruptly, which is what puts the markets in a more difficult position. But if … Read more
Ashishkumar Chauhan, MD & CEO, NSE, says the stock exchange has submitted its suggestions on F&O discussion paper, and is in line with what Sebi has asked for. He also explains what the two bulls – one outside and one inside NSE mean. The Statue of NSE Bull at the headquarters of the National Stock … Read more
Vikash Kumar Jain, Investment Analyst, says CLSA has a proprietary India bull-bear index which is at an extremely bullish level, getting close to 90% bullish, typically around the levels where a corrective pullback is feared. When something like this happens without any big worry or a red flag can at times mean shallow corrections or … Read more
ED Yardeni of Yardeni Research, Inc, says the Nvidia-led tech selloff in the US was not due to slowdown fears but rather news about an impending monopoly probe against the AI powerhouse. Yardeni doesn’t think the economy is slowing. He says, it is just normalising and coming back to the pre-pandemic normal. The unemployment rate … Read more
Hemang Jani, Independent Market Expert, says the happy hours may be over but the market might see a certain theme extending itself, given the overall structural reforms or the growth visibility that some of them offer – something on the defence side or clean energy side. This time, it would make sense to be a … Read more
Nouriel Roubini, Professor Emeritus of Economics and International Business, Stern School of Business, New York University, says there is an element of frothiness in US stock markets. Part of it is driven by the optimism about artificial intelligence (AI) radically changing industry, economies, and the world. Some correction might occur, but it is unlikely to … Read more
Sunil Subramaniam, Market Expert, says that speculation is part of a healthy capital market. It is only when you have these speculative entities like these people come in, that there is liquidity in the market. But if you regulate them and take them out, overall as a market, the liquidity is going to shrink. Should … Read more
Madan Sabnavis, Chief Economist, Bank of Baroda, says the steps announced by the government cover both crops – horticulture as well as allied activities – and this is required for overall enhancing and creating more steady growth and output as well as income for farmers. Today when we are talking in terms of rural consumption … Read more
