interview
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September 24, 2022 12:43 PM ISTDaily Voice | Sandeep Bagla of TRUST AMC sees no pause in rate hikes by RBI as global yields have repriced significantly upwards
Sandeep Bagla of TRUST AMC says it is quite possible that markets go through a severe, sharp, and sustained sell-off. Probably defensives like FMCG could fall marginally lesser than other sectors.
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September 23, 2022 01:55 PM IST MC Interview | Nifty IT may fall another 10%; overall structure bullish in CPSEs, says this investment advisor
The Put-Call ratio, a measure of the market’s mood, has slipped to an oversold level of 0.76 so the Nifty can still bounce back from the 17,500-17,300 zone.
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September 23, 2022 12:33 PM IST Agri supply chain fragmented, need well-thought-out market interventions, SLCM Group’s Sabharwal says
India’s farm sector faces multiple challenges: knee-jerk interventions, disorganised supply chains and a lack of profitability, says the CEO of one of the country’s largest private warehousing firms
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September 23, 2022 11:18 AM IST Daily Voice | Sensex, Nifty will touch new highs before any other markets in the world, says Amit Jain of Ashika Global Family Office Services
The worst is behind Indian corporate earnings. Will prefer domestic consumption stories over globally exposed businesses, Jain says.
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September 22, 2022 05:11 PM IST Fed action to hit flows to India but long-term allocations bullish, says Sharma of Edelweiss Wealth
With Europe and China allocations being relooked at, India can stand to gain as fund managers are bullish on the medium-to-long term prospects of the country.
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September 22, 2022 10:42 AM IST Daily Voice | This fund manager sees rerating in banking valuations as profit pool reaches normalcy
Chandraprakash Padiyar of Tata Asset Management thinks IT sector is facing an issue of high expectations. Business growth is likely to be somewhere around 10 percent on a sustainable basis for the sector.
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September 21, 2022 05:43 PM IST Interview: With banking aspiration intact, Piramal Capital aims to double its book in 4-5 years, says MD Sridharan
The company has started getting some recoveries from the retail book of DHFL and has written back Rs 430 crore into P&L so far.
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September 21, 2022 10:53 AM IST Daily Voice | Rate hike cycle may extend into 2023 as well, given sticky and elevated level of US inflation, says this chief investment officer
Harshad Patil of Tata AIA Life Insurance says India remains among the few sweet spots in the otherwise tepid global economy. Given this context, we believe that the FIIs cannot afford to ignore the Indian economy for long and would have to invest in the Indian equity markets in the medium term.
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September 20, 2022 04:35 PM IST BharatPe may go public in next 18 to 24 months, says Chairman Rajnish Kumar
Speaking about attracting investors, BharatPe Chairman Rajnish Kumar said that there should be a few quarters of profitability for investors to get confidence that the company has a plan, it is working towards the same, and that there is potential for growth and profit.
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September 20, 2022 09:53 AM IST Indian markets look attractive amid geopolitical risks: UTI Mutual Fund CIO Vetri Subramaniam
Vetri Subramaniam shares his views on building a portfolio, global risks, the current geopolitical situation, the fiscal deficit, inflation, the K-shaped recovery, India becoming the fifth largest economy and much more
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September 18, 2022 01:33 PM IST Daily Voice | RBI might reduce FY23-FY24 growth forecast by 25-50 bps, says this investment strategist
However, Dr. Vikas Gupta, founder, OmniScience Capital, feels that India’s story remains strong and that the RBI will be optimistic on growth as well as inflation, and benign on interest rate hikes.
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September 17, 2022 11:48 AM IST Daily Voice | This investment advisor feels IPO space will remain dull as volatility continues in equity markets
Sonam Srivastava of Wright Research says India has the highest growth projections in the next year and has even picked up price momentum in the last three months. Our valuations are low compared to history, and the currency is cheap for foreign investors to buy.
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September 16, 2022 04:47 PM IST Business jet terminal, 5-star hotel among projects to power Cochin Int’l Airport ahead
COVID-19’s hit on revenues prompts the airport to launch many initiatives. The airport, which is the first in the world to run fully on solar power, has many other firsts to its credit. After a loss of Rs 87.21 crore in 2020-21, the company registered a net profit of Rs 26.13 crore in FY22. S Suhas, MD of CIAL, says the revenue target for this fiscal is Rs 675 crore.
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September 16, 2022 09:31 AM IST Daily Voice | Alok Agarwal of Alchemy Capital sees scope for earning upgrades in 2HFY23
With most commodity prices correcting in the current quarter, a significant amount of the margin miss may likely reverse in the second half of the year.
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September 15, 2022 09:27 AM IST Daily Voice | Entry of Indian bonds in global index to ease dollar pressure on rupee, says this seasoned wealth manager
Indian equity market valuations are slightly on the higher side vis-à-vis historical averages, with the Nifty 1 year forward P/E at about 20x, which opens up the possibility of a correction – price correction or time correction – until earnings catch up with the valuations.
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September 15, 2022 06:29 AM IST Trade Spotlight | What should you do with Vedanta, India Cements, Aegis Logistics on Thursday?
Vedanta was the biggest gainer in the futures & options segment, climbing 10 percent to Rs 305.60. It has seen formation of bullish candlestick pattern on the daily charts with robust volumes.
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September 14, 2022 05:48 PM IST ‘If this didn’t break us, nothing will’: Byju Raveendran opens up about troubles of last six months
Byju’s has been embroiled in controversies regarding delays in filing financials, sales practices, layoffs and funding troubles. The founder and CEO of the edtech firm talks about it all in an interview with Moneycontrol
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September 14, 2022 08:25 AM IST Daily Voice | This veteran wealth manager sees worst for banking sector over, expansion led by economic revival, rise in capex, retail credit push likely
We expect that RBI will be more pressured to control raging inflation as central bank is mandated by Government to maintain retail inflation at 4 percent with a 2 percent margin on either side for a five-year period ending March 2026.
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September 13, 2022 08:12 AM IST Daily Voice | This economist explains 3 reasons that may drive RBI to pause rate hikes after September meet
Anitha Rangan of Equirus says liquidity tool is at the disposal of RBI and therefore gives more flexibility to RBI to manage actions more dynamically rather than repo which is an MPC tool with less flexibility of dynamic changes.
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September 12, 2022 10:48 AM IST Outperformance of BFSI, IT, auto, capital goods may take Nifty to 18,600: Ashika Stock Broking
More than 60 percent of the Nifty 500 index, traded above the 200 DMA, the highest in the last four months, suggesting there is room for more upside amidst intermittent corrections, says Tirthankar Das, analyst.
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September 12, 2022 07:38 AM IST Daily Voice | HDFC Securities' big call for next 12 months would be industrials over consumer
HDFC Securities' preferred sectors are large cap banks and IT, industrial and real estate, power, autos and they continue to add positions in long-term thematics (eg. City Gas, financial inclusion - Insurance and Capital Markets), says Unmesh Sharma.
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September 11, 2022 12:11 PM IST Daily Voice | LIC MF's fund manager is bullish on domestic consumption, manufacturing, export driven business
Karan Doshi of LIC MF says India might be the brightest spot in relative comparison among other economies in the PMI chart with Eurozone in contraction and US also slowing down. This in return may set the stage for capex recovery from the private side.
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September 10, 2022 11:59 AM IST Daily Voice | This wealth manager believes India's long term story is not just intact, but has become stronger
Ram Kalyan Medury of Jama Wealth says most of the cement stocks are still down by 20 percent to 40 percent from their peaks. This is a cyclical sector and one has to be careful about entering the sector at the right time.
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September 09, 2022 06:49 PM IST Global inflation more stubborn than expected, says IMF chief
Speaking about whether the world is now staring at a recession, the IMF chief Kristalina Georgieva said: “What I can tell you is that inflation has proven to be much more stubborn than we thought it would be because of the triple crisis – pandemic, war, and then cost of living..."
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September 09, 2022 04:08 PM IST Aligned with India on crypto regulations, says IMF MD Kristalina Georgieva
The IMF Chief said: “India is right to call on the IMF for regulations so crypto does not become like the wild, wild west."
