“You can see from foreign flows perspective that that rebound in China is detracting from some of the investment in India. I do not think it changes the longer-term trends, but we are in one of those holding patterns similar to the fourth quarter of 2023,” says Laurence Balanco, CLSA.What is the take on India … Read more
“So luckily for us, we are also invested equally as in Paytm in Zomato and PB Fintech. And PB Fintech sounded extremely optimistic. They have kept to their guidelines,” says Sanjiv Bhasin, Director, IIFL Securities. Given that the big event seems to be out of the way now, what is the spotlight going to be … Read more
Anshul Saigal, Founder, Saigal Capital, says “one should really focus on bottom-up opportunities, not worry about the market levels, market direction. As long as we have got good companies at reasonable valuations in our portfolios, over the long term, we will be very well-placed. And there is a lot of money to be made in … Read more
New Delhi, Finance Minister Nirmala Sitharaman on Saturday held a meeting with heads of public sector banks and reviewed their financial performance. During the meeting, concerns related to cyber security and the risks on the financial sector were discussed, sources said. Issues related to fraud and wilful defaulters and progress on the National Asset Reconstruction … Read more
