expert view

Asset Allocation: ETMarkets Smart Talk: Have Rs 10 lakh to invest in FY25? Cyclicals, commodities & capex themes are looking promising: Somnath Mukherjee

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Asset Allocation: ETMarkets Smart Talk: Have Rs 10 lakh to invest in FY25? Cyclicals, commodities & capex themes are looking promising: Somnath Mukherjee

“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

auto sector: Expect PV sales to spike after Lok Sabha elections: Manish Raj Singhania, FADA

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auto sector: Expect PV sales to spike after Lok Sabha elections: Manish Raj Singhania, FADA

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

Bandhan Bank | Chandra Shekhar Ghosh: Will take up strategic role to contribute to growth of Bandhan Group: Chandra Shekhar Ghosh, Bandhan Bank

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Bandhan Bank | Chandra Shekhar Ghosh: Will take up strategic role to contribute to growth of Bandhan Group: Chandra Shekhar Ghosh, Bandhan Bank

“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

hotel sector: Leisure is leading although individual business travel is coming back:Hyatt Hotels CEO

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hotel sector: Leisure is leading although individual business travel is coming back:Hyatt Hotels CEO

Mark Hoplamazian, President & CEO, Hyatt Hotels Corp, says “growth has been led by leisure travel and mostly domestic leisure travel. And the difference between the amount of money spent on domestically leisure travel versus inbound leisure travel is something like seven to one.” It has been a couple of years that you have not … Read more

godrej agrovet: If monsoon is good, it should be good for all agri businesses: Nadir Godrej, Godrej Agrovet

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godrej agrovet: If monsoon is good, it should be good for all agri businesses: Nadir Godrej, Godrej Agrovet

Nadir Godrej, Chairman, Godrej Agrovet, says outlook for the “cattle feed as well as aquafeed segments are good. We have a lot of premium cattle feed products now. We have done a lot of R&D in cattle feed, which is showing good results. Our products are being well received. They are more efficient products. So, … Read more

New India Assurance: In FY24, New India Assurance achieved about $5 billion global premium: CMD

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New India Assurance: In FY24, New India Assurance achieved about billion global premium: CMD

Neerja Kapur, Chairman-cum Managing Director, New India Assurance, reported a global written premium target of Rs 42,000 crore, with unaudited figures showing a total of Rs 41,860 crore for the financial year. The final figures depend on the trial balance and balance sheets. This translates to a $5 billion global premium. When asked about the … Read more

KPIT Technologies: EV not a fad but a structural change in auto industry: Ravi Pandit, KPIT Technologies

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KPIT Technologies: EV not a fad but a structural change in auto industry: Ravi Pandit, KPIT Technologies

“There is work that is being done on the charging infrastructure. Charging infrastructure needs a lot more work to do and we are also doing some work in that area,” says Ravi Pandit, Chairman, KPIT Technologies.Can you outline for the benefit of our viewers that how has KPIT benefited because of EVs? How much of … Read more

AI: Dipesh Shah on how Samsung’s Bespoke AI can aid in daily life

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AI: Dipesh Shah on how Samsung’s Bespoke AI can aid in daily life

Dipesh Shah, Head Samsung R&D, Samsung India, says “it is primarily a software driven innovation. The sensors and devices are the same. Now, we are doing signal processing on those sensors using AI in the backend through a secure Knox platform so that it brings in additional benefits to daily life. As long as we … Read more

gold price forecast: Gold will probably reach $2350-2400 per ounce very quickly; silver may have more upside: Peter McGuire

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gold price forecast: Gold will probably reach 50-2400 per ounce very quickly; silver may have more upside: Peter McGuire

Peter McGuire, CEO, XM Australia, says coming to crude, “it had a tremendous run up and also when you are thinking about where WTI is $85 plus, 85 and a quarter, and you have got Brent sitting at $89.10, I feel as though that $90 will be taken pretty quickly and I would not be … Read more

Anupam Rasayan: There’s a slowdown in agro segment but better traction in pharma, monomers & personal care: Anupam Rasayan management

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Anupam Rasayan: There’s a slowdown in agro segment but better traction in pharma, monomers & personal care: Anupam Rasayan management

Vishal Thakkar, Deputy CFO and Gopal Agrawal, CEO, Anupam Rasayan, in conversation with ET Now. Agrawal says: “Even in FY24, our EBITDA margins have been steady and that is precisely the reason where the nature of the contract with our customers has helped. While, one could see a little bit of a pressure overall, for … Read more