Deven Choksey, MD, DRChoksey FinServ Pvt. Ltd, says he remains positive about the two-wheelers and the commercial vehicles, and believes that passenger vehicles would have the reason to recover going forward after these challenges are over. Coming to Paytm, Choksey further says that it is not completely shunned, but till that time they start showing … Read more
Trideep Bhattacharya, CIO-Equities, Edelweiss MF, says within the various flexi caps that are there, it is important to have a reasonable mix of funds if there are more than one, where the large, mid, and small mixes are quite different. In case of multiple flexicaps, the overlaps would be relatively smaller, so to speak. So, … Read more
Balaji Subramanian, AVP and telecom analyst, IIFL Securities, says that with the Supreme Court rejecting the telecom companies’ plea for re-computation of adjusted gross revenue (AGR) case, there is no relief in sight for telecom majors. If Vodafone Idea is able to complete its debt fundraising, then the capex programme should be on track and … Read more
Amnish Aggarwal, Head-Research, Prabhudas Lilladher, says from the current level, the Bajaj Housing Finance stock will have a long consolidation unless and until very astronomical numbers are coming from the company. But there is always a risk in buying anything at five, five-and-a-half times. Aggarwal expects a long consolidation in Bajaj Housing shares as institutional … Read more
Arnab Banerjee, MD & CEO, Ceat, says price hikes will continue because the pass-through to the tyres per se is inadequate if cumulative price hikes from April to August are taken. Ceat has been able to pass on maybe 4%, in barely a couple of categories, but in a large number of categories, they have … Read more
Rajesh Sharma, MD, Capri Global Capital Limited, says they have done some restructuring of the loan during the COVID time because as per the RBI circular, some of the customers have opted for the restructuring option available to them. When the restructuring book opened as a normal book, once the restructuring is over, some of … Read more
Manish Singh, Market Expert, says the reason the Fed is going to cut by 50 bps and why it should cut 50 bps is that if the inflation is on track to be at 2%, (it is at 2.5% now), what justifies the rates being this restrictive, as we have seen the most rapid increase … Read more
Sanjiv Mehta, Executive Chairman, L Catterton India & Former Chair & CEO, HUL, says this decade and beyond, India will be to consumption, what China was in the previous two decades. We have all the fundamentals in place to see sustained growth, and not only in the GDP of the country. But if the GDP … Read more
Rakesh Sharma, ED, Bajaj Auto, says there is no silver bullet that will solve all problems, on the government, society, and consumer fronts. To address these use cases, we will have the coexistence of ICE or let us say gasoline, CNG, and EV. Ethanol is also on the horizon. If there is a significant push … Read more
Sandip Sabharwal, asksandipsabharwal.com, says not looking for a big crash in the markets, but current valuations are high almost across the board. So, we should keep some cash on the sidelines and wait for the appropriate opportunities. What will generate those opportunities is tough to say, maybe it will be disappointment in what the Fed … Read more
