pharma companies

sandip sabharwal stocks: Outperformance of private sector banks may continue for next one year: Sandip Sabharwal

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“Nykaa is a stock which I always believed will perform at some stage. Now, we are coming at a stage where the company is trying to get some costs under control and we could potentially have some benefits coming to individual taxpayers to boost personal consumption, then Nykaa could actually be a performer,” says Sandip … Read more

markets: Anshul Saigal on sectors where investors can deploy fresh money

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“I have a feeling that at this moment, this is a market which is highly in favour of the individual investor because the individual investor does not have portfolio complications to manage and he can look at a bottom-up opportunities without having liquidity concerns because he is not managing as much money as a professional … Read more

Indian equities: Are fears and panic around PSUs overblown? Sandip Sabharwal answers

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“The situation was never as good in the Indian aviation market as it is today because there are effectively only two large players, Vistara Air India combined and InterGlobe Aviation,” says Sandip Sabharwal, asksandipsabharwal.com.Let us get stock specific then and get in your take on the entire chemical sector, brokerages are of the view that … Read more

FMCG sector: There can be both time wise and value wise correction in PSU stocks: Sandip Sabharwal

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“We do not have any of the wire and cable stocks, but I think Finolex I have tracked and recently prior to the results and subsequent to management commentary, obviously it has done very well. So, the entire space is doing well in terms of volume growth and it has actually been leading the entire … Read more

markets: India has a great story going for it; market levels very sustainable: Prateek Agrawal

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“Few percentage point here and there does not matter as much as certainty does. So, outcome after elections, a good budget, both would have a positive impact,” says Prateek Agrawal, MD & CEO, Motilal Oswal Asset Management Company. I am looking at the market positioning, what FIIs have done, what DIIs have done, what the … Read more

money: Markets moving away from consumption themes to investment themes: Manish Sonthalia

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“Except for oil and gas and metals, I think we stand good as far as the earnings growth is concerned. It will broadly be 13% to 15% sort of earnings growth for this quarter sectorally except for metals and oil and gas,” says Manish Sonthalia, CIO, Emkay Investment Manager.How are you observing the markets right … Read more