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

Global cues, macro-data to set tone for equity markets: Analysts

New Delhi: Developments around US-China trade talks, Fed interest rate decision and release of key macro-economic data in the later part of the week are expected to influence the equity markets, analysts said. The US Federal Reserve interest rate decision on Thursday will be a major event that would be keenly tracked by markets globally. … Read more Global cues, macro-data to set tone for equity markets: Analysts

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

No ban on trading by Karvy, we just are not allowed to take new customers: C Parthasarathy

I want to make it clear that all our trading terminals, all our branches, Karvy online, everything, everywhere is open for trading which has been going on since morning. There is absolutely no disruption at all, says C Parthasarathy, Chairman, Karvy. Help us understand what exactly does the Securities & Exchange Board of India (Sebi) … Read more No ban on trading by Karvy, we just are not allowed to take new customers: C Parthasarathy

ICICI Pru Life wants to keep asset and liability side pristine: NS Kannan

Profits declined last fiscal as ICICI Prudential Life Insurance shifted focus to the higher-margin protection business instead of the popular Unit Linked Insurance Plan (ULIP). Earnings would rise in the years to come and profit margins will also soar, while the company also continues to commit to quality investments, NS Kannan, chief executive, told Shilpy … Read more ICICI Pru Life wants to keep asset and liability side pristine: NS Kannan

D-Street week ahead: Nifty loses momentum; FMCG topping out

While continuing to trade on the expected lines, the domestic equity market headed nowhere during the week gone by and ended on a flat note. The market never really saw any directional move, as it remained within a defined range through the week. Having oscillated back and forth in a capped range, headline index Nifty … Read more D-Street week ahead: Nifty loses momentum; FMCG topping out

NTPC likely to issue green bonds to raise funds for THDCIL, NEEPCO acquisition

New Delhi: State-run power giant NTPC is likely to raise around Rs 10,000 crore through green bonds for acquisition of the government’s stake in THDC India Ltd (THDCIL) and North Eastern Electric Power Corporation Ltd (NEEPCO), a source said. Proceeds from green bonds are used to finance clean and green and environment-friendly infrastructure. Since THDCIL … Read more NTPC likely to issue green bonds to raise funds for THDCIL, NEEPCO acquisition

Saving is important, asset allocation or SIPs take care of rest: S Naren, ICICI Pru AMC

Maximum mistakes happened in 2017 when suddenly people said smallcap is the new gem. If you ask me, you do not need to time the market, says , S Naren, ICICI Prudential AMC at at the ETMarkets Global Summit in Mumbai on Friday . Excerpts from an interview with Pankaj Poddar of ETNOW. How would … Read more Saving is important, asset allocation or SIPs take care of rest: S Naren, ICICI Pru 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

Advent can deploy $1.7 bn in India in 3-5 years: Chairman

Deploying close to $900 million in six months, Advent International has emerged as one of the most aggressive PEs in India this year. A decade after starting its local office, Advent’s chairman David Mussafer and co-chair James Brocklebank told Indulal PM and Arijit Barman that with improved reforms, better tax rates and the potential for … Read more Advent can deploy $1.7 bn in India in 3-5 years: Chairman

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

Translate »