News Headlines

What Tata Consumer’s entry into Nifty means?

The TCPL stock has more than doubled since last April when the new CEO took charge. Synopsis A new outsider CEO, restructuring of operations and portfolio and new product launches amid the pandemic worked well to enable the stock to scale new heights. ET Intelligence Group: The inclusion of Tata Consumer Products (TCPL) in the […]

Budget 2020

Pick up IT & auto stocks if market falls 5-10%: Deepak Shenoy

I would avoid FMCG and a lot of the pharma pack but pick up IT and auto and auto ancillaries if they were to come down another 5% or 10%, says Deepak Shenoy, Founder, Capital Mind. How are you advising clients to play the volatility in the markets?To be fair, there is a small correction […]

News Headlines

ITC firing on all cylinders. Will Q3 earnings come as a shot in the arm?

NEW DELHI: Status quo on taxes on tobacco and cigarettes in the Union Budget has given a new life to the ITC stock, which has since gone on to hit fresh 52-week highs and cross price targets set by many brokerages recently. Now all eyes are on Thursday’s December quarter earnings, which many feel, may […]

Budget 2020

Don’t get into infra cos that are dependent on state, centre projects

Helios has always focused on three themes which have given it a long runway of growth, says Dinshaw Irani, CIO, Helios India. There are lots of ways to make money in this market. Metals, banks are going higher. IT is holding on. Pharma comeback has been real. It is a problem of plenty, isn’t it?The […]

News Headlines

Bharat helps Emami outshine FMCG peers

The company derives around 60% of the revenues from the rural market, which is among the highest in category while nearly 40% of it is from the winter products portfolio. Synopsis The stock has gained 15% since the beginning of January on hopes of a strong third quarter performance given its reach in the rural […]

Budget 2020

Can equity markets expect lower double digit return over next 3 years?

We are looking at companies which are using the digital ecosystem to either increase their penetration or improve their efficiency and reduce costs, says Nilesh Shah, MD, Kotak AMC In 2020 we have seen all emotions I could possibly think of of market behaviour – fear, meltdown, financial Armageddon followed by comeback, majestic rally, FOMO […]

Budget 2020

Looking for value? Consider these 2 stocks

Sandip Sabharwal, analyst, asksandipsabharwal.com says Dabur and Bharti Airtel are two stocks that offer good value. What is in store for us when it comes to the markets? FII money is keeping us afloat and we are at 14000!2020 was a totally unpredictable year. I was just reading the forecast I had made at the […]

Budget 2020

Invest in recovery but don’t get suckered into low quality smallcaps: Saurabh Mukherjea

People should be careful about investing in quality. Invest in recovery, but do not get suckered into low quality smallcaps, broken balance-sheet financials or broken balance-sheet companies in power, infrastructure and real estate sectors, says Saurabh Mukherjea, Founder, Marcellus Investment Managers. It is turning out to be quite a stellar market after the Monday slide. […]