“So, regardless of what happened in the past month when people got a little worried about the impact on mid and smallcap due to some notification by the industry body or by a certain other notifications, I guess on average you have a decent medium term time horizon. Things are looking fine to us, we … Read more
Warren Harris, CEO & MD, Tata Tech, says: “We have been working on this partnership with BMW for the best part of 12 months and certainly over the last six months, we have been putting together a lot of detail. The fact that we have announced today shows the exercise of readiness that both organisations … Read more
Dolf van den Brink, CEO, Heineken, says “at this moment, in the foreseeable future we remain big believers in beer. We believe beer is a beverage of moderation. It fits in the way the social norms are evolving in India, the way we want to expand the category and there is still plenty of opportunity … Read more
Mahantesh Sabarad, Independent Market Expert, says the market expects a continuation of the government and better monsoon forecast. If these two things happen, there will be solid earnings growth. We might expect a little bit of moderation in valuation, but the market momentum will not get disturbed and will not see a great fall. We … Read more
Nirav Sheth, CEO-Institutional Equities, Emkay Global Financial Services, says: “We are in a very fortunate situation in terms of the earnings trajectory. My earnings have almost doubled in the last three years and I am talking about the largecap sector. The macros are solid in terms of the outlook on the current account deficit, rupee, … Read more
Jayen Mehta, MD, Amul India, says “today, more than 38% of the sales come from towns with a population of less than 20,000. This shows the brand is not just an urban brand, but the range of products is helping us go deeper into the country. We want to reach every single village of the … Read more
Subramanian Sarma, Whole-time Director & Sr. Executive Vice President (Energy), L&T, says that for the next few years, “the Middle East is expected to continue to play a very important role for us in terms of opportunities particularly in the energy sector as well as in the power transmission and distribution sector where we are … Read more
Harshvardhan Roongta, CFP, Roongta Securities, says “do not invest in any product to save tax. It is not about insurance or any other investment product. You have to look at the merit of that product. You should ask yourself a question any time that you are going to be looking at investing; would you invest … Read more
Shashank Srivastava, Senior Executive Officer (Marketing and Sales), Maruti Suzuki India Ltd, says: “We could expect the month to end around the 375,000 mark for the industry, that should be about 11% growth over last year. March being the last month of the financial year, we are expecting industry sales to be about 42,35,000 or … Read more
“The global semiconductor sector is positioned for a decade of expansion and is forecasted to reach a trillion-dollar industry by the year 2030 driven by automotive, data storage, and wireless industries,” says Anil Rego, Founder and Fund Manager at Right Horizons – A SEBI-registered PMS provider. In an interview with ETMarkets, Rego said: “We are … Read more
