We are heading towards higher earnings and global growth in 2020: Peter Cardillo, Spartan Capital

Agreeing on US-China trade deal is a good start for coming to a final solution, not immediately, but down the road. It is a step forward and it is going to help the global economy, says Peter Cardillo, Chief Market Economist, Spartan Capital Securities. Excerpts from an interview with ETNOW. What are your thoughts on … Read more We are heading towards higher earnings and global growth in 2020: Peter Cardillo, Spartan Capital

Financial, consumer and pharma stocks to drive market over next 2 years: Mahesh Patil

Macros still have not deteriorated that much. If you look at the global macro, there is enough liquidity and financial easing and that is driving risk appetite to some extent, says Mahesh Patil, Co-CIO, Aditya Birla Sun Life AMC. Excerpts from an interview with ETNOW. Only fund managers are complaining this year because they are … Read more Financial, consumer and pharma stocks to drive market over next 2 years: Mahesh Patil

Hold telecom, but figure out how much: A Balasubramanian, Birla Sun Life AMC

A Balasubramanian of Aditya Birla Sun Life AMC says the market is picking up momentum and shifting towards smallcap and midcap companies as largecaps are about to peak out in terms of valuation. “It is not that everything will continue to perform continuously year-after-year without any substantial improvement in earnings,” he told ETNOW in an … Read more Hold telecom, but figure out how much: A Balasubramanian, Birla Sun Life AMC

Largecap stocks won’t be spared in next bout of volatility: Harsha Upadhyaya, Kotak AMC

In the next two years, money will be made in largecaps too, but it will be more moderate than what you would see in diversified funds or in mid and smallcap funds, says Harsha Upadhyaya, CIO- Equity, Kotak AMC. Excerpts from an interview with ETNOW. Markets are at an all time high but the economic … Read more Largecap stocks won’t be spared in next bout of volatility: Harsha Upadhyaya, Kotak AMC

Ready to bet on bombed-out NBFC and infra stocks in India: Mark Mobius

If one thinks about liquidity, then one has to go to China, India, Turkey, South Africa, etc, to invest. But if you are willing to take a long-term view and go into private equity that would be places in Africa, says Mark Mobius, Founder, Mobius Capital Partners, at the ETMarkets Global Summit in Mumbai. Excerpts … Read more Ready to bet on bombed-out NBFC and infra stocks in India: Mark Mobius

BPCL, Concor sale to bring $15-20 bn to fisc: Saurabh Mukherjea

If India can pull off the privatisations in the next 3-6 months, that’s a tremendous news for the fisc, for the bond market and in turn for the whole macro economy, says Saurabh Mukherjea, Founder and CIO, Marcellus Investment. Excerpts from an interview with ETNOW. What are you making of the series of announcements that … Read more BPCL, Concor sale to bring $15-20 bn to fisc: Saurabh Mukherjea

Next couple of years extremely positive for Bharti Airtel: Hemang Jani, Sharekhan

We have revised our price target for Bharti Airtel upwards to about Rs 440 and we think that the next couple of years are going to be extremely positive for Bharti, says Hemang Jani, Senior Vice President, Sharekhan. Excerpts from an interview with ETNOW. The telecom sector is in trouble but the Bharti stock is … Read more Next couple of years extremely positive for Bharti Airtel: Hemang Jani, Sharekhan

Buy and forget top 4-5 PSU banks for next 2 years: Ajay Bagga

As interest rate goes down further, the discounting factor kicks in. That and the higher growth expectations for next year will lead to PE expansion which in turn will help the markets to continue to go up, says Ajay Bagga, Market Expert. Excerpts from an interview with ETNOW. What is the sense that you get … Read more Buy and forget top 4-5 PSU banks for next 2 years: Ajay Bagga

GDP growth may be less than 5% in Q2, to improve from Q3: Adi Godrej

GDP growth rate in Q2 may be even lower than the 5% notched up in Q1. Third quarter (Q3) onwards, I expect GDP growth to pick up and next year it should be back to normal, says Adi Godrej, Chairman, Godrej Industries. Excerpts from an interview with ETNOW. How has Godrej Industries performed?The numbers depends … Read more GDP growth may be less than 5% in Q2, to improve from Q3: Adi Godrej

Vivek Chaand Sehgal reiterates why in right places and with right cars, there is no slowdown

All our units are taking these slower times to improve their efficiencies, improve their layouts and redo the machine, says Vivek Chaand Sehgal, Chairman, Motherson Sumi. Excerpts from an interview with ETNOW. Your second quarter numbers have beaten estimates. What in your view are the key positive triggers for the company?I agree with you. There … Read more Vivek Chaand Sehgal reiterates why in right places and with right cars, there is no slowdown

Not Rs 25,000-cr, FM actually gave us a Rs 1,25,000-cr boost: Vishal Kampani

Normally, construction costs are 20% of sales. So if Rs 25,000 crore is the number which is going to complete these projects, you are going to release almost Rs 80,000-100,000 crore of cash flow in the system, says Vishal Kampani, Group MD, JM Financial. Excerpts from an interview with ETNOW. The Finance Minister has announced … Read more Not Rs 25,000-cr, FM actually gave us a Rs 1,25,000-cr boost: Vishal Kampani

Sunil Subramaniam on investment opportunities, SIPs & demographic dividend

Marrying a financial goal to a time band and then cutting your exposure and parking it in a safer less capital market risk-oriented asset, is probably the best way to ensure that you have a happy investing experience, says Sunil Subramaniam, MD & CEO, Sundaram MF. Excerpts from an interview with Nikunj Dalmia of ETNOW. … Read more Sunil Subramaniam on investment opportunities, SIPs & demographic dividend

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