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

Are tech charts signalling a big rally ahead for RIL?

Independent market expert Kunal Bothra says several factors have cumulatively led to a selloff in domestic equities. “In terms of levels, we are perched at very important support on Nifty at 11,800. And I believe the 31,000 mark would be a very important support for Bank Nifty,” he said. Excerpts from an interview with ETNOW:- … Read more Are tech charts signalling a big rally ahead for RIL?

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

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

Market ready for consolidation with some downside: Sandip Sabharwal

We are at a stage where globally the US market is zooming up. That is supporting all the other markets but in terms of economic performance, there is still a question mark, says Sandip Sabharwal, asksandipsabharwal.com. Excerpts from an interview with ETNOW. Telecom stocks are likely to see action today. Last Friday, telecom stocks recovered … Read more Market ready for consolidation with some downside: Sandip Sabharwal

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

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