expert view

“Our house view is that gold has now turned into a speculative asset. Academically, gold is an alternative currency. It is a store of value,” says Manoj Trivedi, Co-founder, Jama Wealth.In an interview with ETMarkets, Trivedi said: “If we…

“There are attractive entry opportunities in the largecap companies. We expect this variance to continue in the first half of the calendar year. We would prefer to remain overweight largecap,” says Ramkumar K, CIO, Reliance General…

“We want to operate as a startup, as a nimble company, make decisions much faster and our teams have driven that. We want to take bold actions and we have done that in a number of different areas, in auto in particular, but across different…

"While investing in double-digit stocks, the important thing is to see what are the drivers of growth for this company? What is the change that is happening? Normally these low ticket items go through a very bad phase over a period of time…

“The price behaviour on the Nifty now is a very slow bleed; it is not a sharp capitulation. That gives us a lot of hope that this very mild liquidity driven event will have more upsides than downsides as possibilities, says Harendra Kumar,…

"Investor pessimism about the US economy with rising inflation and recession fears has led to the slide in the Indian Technologies companies last week," says Vaishali Parekh, Vice President - Technical Research, Prabhudas Lilladher Pvt.…

“Sometimes after a big rerating, the share prices consolidate for some time until investors and analysts get to grips with the next growth phase for these companies. After that kind of great run, this year there is no harm in pausing. But…

"A decision taken to lay off tech staff may not always be to reduce headcount but to reduce high cost location headcount. In specific pockets within the Quess business, we see global captive sectors ramping up more than what they did in the…

"In our portfolio, we have players like Persistent and . Initially, in the next couple of quarters, there will be low growth but over the next two to three years, they can do more than 10-12% kind of revenue growth because the headwinds of…

Pursuing chemical engineering wasn’t a well thought out choice of subject for industry veteran Kalpen Parekh. But in the process of working on and watching out for chemical reactions, Parekh realised that it wasn’t something that excited…