Sandip Sabharwal, asksandipsabharwal.com, holds ICICI Bank and will continue to hold as the biggest holder. He has Axis Bank where the investors have got concerned in the short term because of the slow growth prediction which they have given for the industry, which is prudent. Ex of that, he is not holding any other banking … Read more
K Satyanarayana Raju, MD & CEO, Canara Bank, says they have grown CASA at 5.05%, but in the current quarter whatever growth they targeted for deposits, the same growth they want reflected in the CASA also, so that CASA growth year-on-year at least will touch 8% while deposits will grow at 8-8.5%. Raju further said, … Read more
Raamdeo Agrawal, Chairman & Co-founder, Motilal Oswal Group, says “the capital market was extremely strong over October and November. September was very good. October was somewhat weaker. November picked up, but December was out of the charts and January is even better than December. So, momentum is picking up, as we come closer to budget … Read more
Anshul Saigal, Founder, Saigal Capital, says “one should really focus on bottom-up opportunities, not worry about the market levels, market direction. As long as we have got good companies at reasonable valuations in our portfolios, over the long term, we will be very well-placed. And there is a lot of money to be made in … Read more
Mahantesh Sabarad, Independent Market Expert, says “the way the IT sector has fallen suggests that probably much of the negative news is already factored in and there is nothing much to look forward to in terms of further negative news. If that is the case, there will be a sigh of relief that will come … Read more
Abneesh Roy, ED, Nuvama Institutional Equities, says “our top picks in consumer stocks will be essentially United Breweries, Nestle, Bajaj Consumer, Tata Consumer, and Dabur. From a Q3 results perspective, Bajaj Consumer and Indigo Paints, these two small companies will see good numbers in the December quarter. Bajaj Consumer because of the festival related benefit … Read more
Saion Mukherjee, MD & Head-Equity Research, Nomura, says: “As we look forward to the medium term, both economic growth rates and earnings growth rate should be quite resilient. In fact, we are talking about how 12-17% earnings growth in the medium term for India is very much possible. we are constructive in that sense and … Read more
Baldev Prakash, MD & CEO, J&K Bank, says “retail growth is coming from our home territory, that is Jammu and Kashmir and Ladakh. And in retail also, the home loan segment is picking up. We are clocking a growth of over 20% in home loans and corporate growth is coming from the rest of the … Read more
A fair part of the expected returns in 2024 probably came through in the last 2 months of 2024, as investors globally have discounted a steep rate cut cycle, says Shankar Raman, chief investment officer at Centrum Wealth. “As such, further upmoves require growth surprises hereon – in the context of a slowing global economy … Read more
Abhay Agarwal, Founder & Fund Manager, Piper Serica, says “outsourced manufacturing as a concept is here to stay and it will reward large players. While there is nothing wrong with branded players like Voltas or Blue Star, we would like to back very efficient, large and getting larger manufacturers like Dixon and Amber purely for … Read more
