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
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
