interview
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May 16, 2022 08:36 AM ISTRising interest rates to positively impact net interest margin: SBI chairman
Also, why Dinesh Kumar Khara sees inflation as positive to some extent for economy, and more
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May 16, 2022 08:35 AM IST Daily Voice | It's still a ‘buy on dips’ market; these 3 sectors offer good entry opportunities now, says Rajesh Cheruvu of Validus Wealth
India's manufacturing sector is poised to benefit from the ongoing government's emphasis on indigenization through the PLI programme spreading across the sectors. Further post-COVID China Plus strategy adopted by many companies to extend value chains to secure supply chain and improve scale and profitability.
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May 15, 2022 07:57 AM IST Daily Voice | LIC may see flat to slightly negative listing but marginal gains seen for retail investors and policyholders, says Mohit Nigam of Hem Securities
"We expect FY23 earnings to get marginally affected owing to a rise in crude oil and input cost. Longer than expected lockdown in China has hampered the global supply chain. If the situation persists we might have to lower our earnings expectations at least for the first quarter of FY23."
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May 14, 2022 02:01 PM IST Daily Voice | Further correction, consolidation cannot be ruled out but opportunities emerging in select pockets: Chirag Mehta of Quantum AMC
We are comfortable with growth prospects in the IT sector in the medium term, but valuations comfort had been eroding due to sharp run up. If the current correction in IT continues it will offer a good entry point.
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May 13, 2022 09:48 PM IST Larsen & Toubro CEO SN Subrahmanyan on plans to become a Rs 2.73 lakh crore company by FY26
Engineering major Larsen & Toubro announced its financial result for financial year 2022 on May 12. The management said it was a challenging year due to COVID-related disruptions, geopolitical tension, and deferment of orders in the home market. The company has given a guidance of 12-15 percent growth in order inflow and revenue for 2022-23. It also announced that it has finalised its five-year strategic plan, Lakshya’26, which will increase its revenue to Rs 2.73 lakh crore by FY26 from 1.36 lakh crore in FY21. L&T’s CEO and managing director SN Subrahmanyan spoke to Moneycontrol’s Rachita Prasad.
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May 13, 2022 07:27 PM IST Interview: Elevated inflation here to stay, repo rate could be 5.5% by December, says HSBC’s Pranjul Bhandari
Contributors to sticky inflation could include higher prices of electricity and agricultural produce, which are expected to kick in later this year.
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May 13, 2022 05:01 PM IST Simply Save | Why health insurance premiums are on the rise and what you can do about it
You can look at health policies with co-pay or sub-limits to keep a tight lid on premiums, but do note that such restrictions will also lead to inadequate coverage.
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May 13, 2022 07:49 AM IST Daily Voice | Interest rates may go up, but don't expect much change in long-term G-Sec yields, says Rajiv Shastri of NJ Asset Management
Even with slightly higher interest rates, there are still no viable long term investment options that are capable of beating inflation in a sustainable manner.
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May 12, 2022 10:14 AM IST Daily Voice | Small market correction can't be ruled out, but possibility of a bounce back high: Ashutosh Tiwari of Equirus
One can play selectively in IT stocks post correction as a rupee depreciation will benefit them; companies with lower exposure to Europe will be the preferred play as the Euro has depreciated, says Tiwari.
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May 11, 2022 06:48 AM IST Daily Voice | Trideep Bhattacharya of Edelweiss AMC cautious on mid-cap IT, consumer staples and utilities, but overweight on these four themes
We are positive on the credit growth prospects in the medium term as we see a reasonable chance of a private sector capex cycle over the next two to three years.
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May 10, 2022 08:57 AM IST Daily Voice | This is not a market to go all in for bottom fishing, says Abhay Agarwal of Piper Serica
"Investors need to stay with quality stocks, especially ones with stable cash flow and unleveraged balance sheet. The continuous correction in market will see a sell-off of speculative stocks that have weak fundamentals and the damage there will be irreparable."
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May 09, 2022 01:53 PM IST Andrew Holland expects domestic inflows to slow down if volatility continues
Holland says the global markets may see a further fall of 5-10 percent, as the narrative has changed from 'buy on dips’ to ‘sell on rise’
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May 09, 2022 08:13 AM IST Daily Voice | Early in upcycle, yet Amit Joshi of Bajaj Allianz favourably inclined to auto and realty
For auto sector, order books are huge due to pent up demand and also due to supply constraints. Complete opening up of service sector and demand for personal mobility will keep the sector demand healthy.
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May 09, 2022 07:15 AM IST India will be the place to come to put money in: Fairfax founder Prem Watsa
"We say, jokingly, that our strategic plan is to wait for that telephone to ring," says Prem Watsa in interview
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May 08, 2022 08:23 AM IST If LIC IPO lists below issue price, investors should accumulate more: GEPL Capital MD Vivek Gupta
There will be some pressure on LIC’s market share in the near term it is unlikely to go below 50 percent as it has strong brand recall, says Gupta
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May 08, 2022 07:42 AM IST Daily Voice | Downside for LIC from here seems limited as the IPO is attractively priced: Yesha Shah of Samco Securities
Instead of always focussing on getting the timing right, a staggered or SIP approach can work really well for women.
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May 07, 2022 09:51 AM IST Daily Voice | Shibani Kurian of Kotak AMC shares investment mantras for women
In the near term, it is likely that global uncertainty would continue resulting in some degree of market volatility.
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May 06, 2022 02:44 PM IST MC Interview | Precious metal likely to find traction yet again: Sugandha Sachdeva of Religare Broking
While considering the next point, the overall trend in crude oil remains upwards, but we do foresee prices witnessing an intermittent correction towards $70 a barrel during the year owing to a host of factors.
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May 06, 2022 09:48 AM IST Daily Voice | Rajesh Bhatia of ITI Long Short Equity Fund explains why the power sector is a strong medium term investment theme
Given the recent actions of the RBI, inflation control is now a clear priority for the central bank, and that could impact liquidity and optimism in the domestic market, says the MD & CIO of ITI Long Short Equity Fund.
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May 06, 2022 08:07 AM IST MC Interview | Bank of Baroda's chief economist on why did RBI choose to hike rates off-policy
RBI governor Shaktikanta Das announced a 40-basis-points hike in the key lending rate and raised the cash reserve ratio by 50 basis-points in an unscheduled announcement on May 4.
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May 06, 2022 07:50 AM IST MC Interview | Good companies find a way to go public at any time, whatever market says: Delhivery’s Sahil Barua
Delhivery’s IPO response could potentially determine the outcome for startups such as Oyo, Snapdeal and Pharmeasy, who have filed draft papers with Sebi but have delayed their listing plans due to uncertainty in the market. Delhivery, too, had delayed its listing plans after it received Sebi’s nod in January.
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May 05, 2022 10:47 AM IST Daily Voice | Likely 25 bps rate hike in June, but series of rate hikes can slow credit growth recovery, says Mayur Patel of IIFL AMC
The RBI doesn’t want to stay behind the curve and let the Indian rupee weaken as the US Federal Reserve raises rates, according to Patel.
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May 05, 2022 10:44 AM IST India is fourth largest market for cars and very important to our overall plan: Yuichi Murata, Honda Cars
Yuichi Murata, Director – Marketing & Sales, Honda Cars India Limited shares insights with Moneycontrol on the state of the car industry, how the present is a turning point for the Japanese giant and their plans around a volume-driving SUV that will be launched next year.
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May 04, 2022 06:31 AM IST Daily Voice | Overweight on banking and financial space, but valuations for auto not very attractive, says Chandraprakash Padiyar of Tata Mutual Fund
The business outlook for the IT sector continues to be reasonably positive over the next few years. All companies in the sector are looking to grow at double-digit rates for FY23.
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May 03, 2022 10:22 AM IST Daily Voice | Don’t buy gold now as weakness seen for next few quarters, says Navneet Damani of Motilal Oswal
Until investors get a sense of how the interest rate hike cycle and geopolitical uncertainties will impact the market and overall economic numbers, gold is unlikely to breach Rs 55,000/10 gm in the rest of 2022.
