Samir Arora, Founder, Helios Capital, says we cannot let go of pockets of flow by just believing that we are getting Rs 20,000 crore a month. The SIP numbers are good, but they are not what you think are. The actual net flows are not Rs 20,000 crore or more per month, they are only … Read more
Rajesh Jejurikar, ED & CEO, Auto & Farm, M&M, says they have a total capacity of 9,500 with some fungibility on how much we can make of 3-door and 5-door. But of course, there will be cannibalisation but overall we think there will be a lot of growth. On new Mahindra Thar RoxxRajesh Jejurikar: The … Read more
“Allocate new money to a multi-asset allocation strategy or an equity savings fund with lower equity allocations,” says Sahil Kapoor, Head of Products & Market Strategist, DSP Mutual Fund. In an interview with ETMarkets, Kapoor said: “Retail investors should prioritize building a well-rounded portfolio that includes both equity and debt, aligning their investments with their … Read more
Dhirendra Kumar, CEO, Value Research, says he would encourage everyone to be just a little thoughtful about expenditure and divide spending broadly into three categories. One is essential, that you cannot do without – living, travel, food, stuff like that. Then, something that optimizes your efficiency. And the third one is for pleasure. Your holiday … Read more
Gautam Singhania, Chairman & MD, Raymond, says the company has invested a lot of capex for capacity expansion, which has all just come online/ It is perfectly timed. They have the capacity to offer to customers who want to move from Bangladesh to India. I must congratulate you for the kind of decisions the group … Read more
Nitish Mittersain, Joint MD & CEO, Nazara Technologies, says the company is always trying to get the right balance between profitability and growth. In the current quarters, certain businesses that allowed us to spend more in terms of user acquisition so that we can drive faster growth and this is profitable spending. This is not … Read more
Chakri Lokapriya, Managing Partner, RSB LLP, says the current Supreme Court ruling on mines, allowing states to collect past dues will mean an outgo of about Rs 60,000 crore for just the PSUs and another Rs 1 lakh crore for the private companies. So, Rs 1,60,000 crore will need to be repaid over the next … Read more
Satish Pai, MD, Hindalco, says this quarter the sales were much higher than expected. The demand was very strong, and operational efficiencies were good. The company got a higher number, but there was also some amount of hedge accounting noise that came in, which can always go either way. So, on a consistent onward-going basis, … Read more
Dr Fereidun Fesharaki, Founder & Chairman, FGE, says the long-term oil price will be about $70 a barrel in real terms and this view holds for the next 20 years. Increasing carbon costs are supporting crude prices. But we do not see the prices going below $70, we do not see a $40, $50, $30 … Read more
Cameron Brandt, Director of Research, EPFR Global, says equity investors are treating market volatility as something of an opportunity and there is a bit of buying. Investors are coming in on lower valuations and cheaper entry points for ETFs in key markets. However, as investors are taking some risk off the table in high-yield bond … Read more
