Naveen Mishra, VP, Team Manager, Gartner, says in ‘25 we anticipate CIOs would execute their Gen AI strategy and as a part of it, every service provider especially the large data centre companies are spending into servers, network etc. While you have upgraded your worldwide IT spend guidance with respect to the forecast that you … Read more
Sabyasachi Majumdar, Senior Director, CARE Ratings, the power sector is expected to have ample availability of electricity from thermal, gas, wind, and solar sources. The assurance lies in the willingness of distribution companies to pay for the power they receive. The current season is particularly favorable for wind and solar power generation. Unlike the supply … Read more
Suvankar Sen, MD & CEO, Senco Gold, says the endeavour of the Birla group to enter into the industry is just a signal that the industry is getting more and more organised. The story that we have been hearing over the last 5-10 years, the shift from the unorganised to organised, are the actions and … Read more
“The equity markets reaching record highs can be attributed to various factors, including the overall strength of the economy, corporate earnings, and investor sentiment. These characteristics have historically led to an increase in volatility,” says Vipul Bhowar, Director – Listed Investments, Waterfield Advisors. In an interview with ETMarkets, Bhowar said: “The market is expected to … Read more
Rakesh Rawal, CEO, says “Anand Rathi Wealth has grown in the 30% range for the last several years that we have been in the market. We projected 20-25% and achieved 30%. This year also, we projected 20-25% and hopefully we should meet that and try and better the expectations. Broadly, the industry is very well … Read more
Suvamoy Saha, MD, Eveready Industries, says expects maximum growth from the lighting and electrical segment that they entered much later than other two segments. We remain committed to growing this vertical at a pace much faster than the rest of the company. Due to the significant price erosion, we landed up with a low level … Read more
Sanjiv Bhasin, Director, IIFL Securities, says “ we exited Paytm and Zee as well. These have been two of the weak calls and we wanted to get into better plays because this underperformance might stay for a longer than expected period and who wants to fight uncertainty in a bull market? If they cannot perform … Read more
“Cyclicals, commodities, capex are the most promising segments in the market,” says Somnath Mukherjee, CIO & Senior Managing Partner – Product & Research, ASK Private Wealth. In an interview with ETMarkets, Mukherjee said: “India’s a structural growth story, so expect FII flows to remain quite good. The real breakout will be the start of US … Read more
Manish Raj Singhania, President, FADA, says “immediately after the election, we saw a big spike in PV retails. So, though during the elections, we will see a slight dip, but what we saw in the Vidhan Sabha elections will definitely be replicated in the Lok Sabha election. Post election, we can expect a big spike … Read more
“There are a good number of senior management people we have already boarded to the bank and they are also setting up the bank and so it is the right time, given we have a very professional team,” says Chandra Shekhar Ghosh, MD & CEO, Bandhan Bank.What are your future plans?I need to retire and … Read more
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