“The recent pressure on the benchmark indices this week isn’t primarily due to concerns about the election results. There’s a broad consensus that the BJP will secure a simple majority. The debate is more about the exact number of seats,” says Harsh Gupta Madhusudan, NSE International Exchange.First of all, how are you viewing the election … Read more
“We have already established that value creation is different from wealth creation. So, in my experience, there are three large components that create terminal value about which the terminal value investor should have differentiated insight on and those three components are intangibles, megatrends and leadership,” says Utpal Sheth, Senior Partner and CEO, RARE Enterprises and … Read more
Ramesh Mantri, CIO, WhiteOak Capital AMC, says when we look at combined fundamentals and valuation, there are some sectors where fundamentals are very strong, but valuation is very high like industrials, capex related and then smaller industry segments like defence, electronics and manufacturing. The fundamental corporate earnings have been good but the valuation is high. … Read more
“The markets have run up significantly. We are trading at all-time highs and a lot of the positives of the election seem to have got priced in,” says Dipan Mehta, Director, Elixir Equities.We are talking about the markets amidst this time of election and the kind of run-up that we have witnessed. How do you … Read more
Mumbai: Overseas investors were buyers of Indian equities worth ₹17,932 crore across 15 sectors between April 1 and 15, as per National Securities Depository Ltd (NSDL) data. Power sector received the highest inflow from foreign investors, who bought shares worth ₹5,143 crore after buying ₹45 crore in March. In 2023, the sector witnessed inflows worth … Read more
