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Expect higher earnings growth but PE compression in 2018: Shiv Puri
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In an interview with ET NOW, Shiv Puri, Founder & MD, TVF Capital Advisors, said, “You cannot have an economy that will grow at 7 per cent or more when 60-70 per cent of the banking system is facing huge issues.” Edited excerpts:
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https://economictimes.indiatimes.com/markets/expert-view/expect-higher-earnings-growt..
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15-Mar-2018
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Expect inflation to pick up in June: Radhika Rao, DBS
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Talking to ET Now, Mythili Bhusnurmath, Consulting Editor, and Radhika Rao, India Economist, DBS, discuss the whole-sale price index and consumer price index and what to expect going forward.
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https://economictimes.indiatimes.com/markets/expert-view/expect-inflation-to-pick-up-..
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15-Mar-2018
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Four triggers that could boost the market near-term: Mahantesh Sabarad
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Talking to ET Now, Mahantesh Sabarad, Head-Retail Research, SBI Cap Securities, says easing of bond yields, rising infra spending, consumer durables increasing production and money coming from from global funds could be the near-term triggers for the markets.
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https://economictimes.indiatimes.com/markets/expert-view/four-triggers-that-could-boo..
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15-Mar-2018
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More choice than ever before, build a long-term diversified portfolio: Dipan Mehta
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Talking to ET Now, Dipan Mehta, Member, BSE & NSE, says a good mix of large cap, mid-cap stocks, Sensex non-Sensex stocks, well diversified portfolio into banking, consumer-oriented stocks like auto, aviation, retail, entertainment should do very well over the next two to three years or so.
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https://economictimes.indiatimes.com/markets/expert-view/more-choice-than-ever-before..
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15-Mar-2018
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What explains the large spread between policy rate and 10-year yield
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The last fortnight has been full of events that impacted the financial markets in India after a big setback in the middle of February’18, post “letters of undertaking” (LOU)-related fraud reported by PNBBSE 1.38 % and the revised framework on resolution of stressed assets directed by RBI.
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https://economictimes.indiatimes.com/markets/stocks/news/what-explains-the-large-spre..
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15-Mar-2018
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MFs see value in these midcaps with revenue growth visibility
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The 5 per cent drop in BSE Midcap index provided an opportunity to fund managers to up their holdings in select midcap stocks. They lapped up companies which represented not only value theme but also had high visibility of revenue growth in the next two to three years. Here are five prominent names which attracted fund managers’ attention in February.
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https://economictimes.indiatimes.com/markets/stocks/news/mfs-see-value-in-these-midca..
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14-Mar-2018
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Remain selective in mid-caps; consider these 2 contra bets
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Talking to ET Now, Deven Choksey, MD, KR Choksey Investment Managers, says ICICI and Axis could be contra bets as they have corrected a lot. Also, quality mid-cap companies which have corrected close to 20-25%, would be the first ones to find buying interest in market place.
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https://economictimes.indiatimes.com/markets/expert-view/remain-selective-in-mid-caps..
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14-Mar-2018
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How RBI helps debt market to revive
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RBI's proposed short-term fund injection is bringing back life to the debt market as the move has triggered some softening of rates.
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https://economictimes.indiatimes.com/industry/banking/finance/banking/how-rbi-helps-d..
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13-Mar-2018
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India will continue to lag EMs and global equities: Shankar Sharma
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India is underperforming the other Emerging Markets as we are underrepresented in tech and commodities which are pushing growth now, explains SShankar Sharma of First Global talking to ET Now.
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https://economictimes.indiatimes.com/markets/expert-view/india-will-continue-to-lag-e..
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13-Mar-2018
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India's equity market-cap to hit $6.1 trillion by 2027: Morgan Stanley
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Market-capitalisation (market-cap) of Indian equities is likely to hit $6.1 trillion by 2027, up from $2.3 trillion in 2017, predicts Morgan Stanley in its recent Asian equity Strategy Report titled: Asia’s Financial Acceleration – Moving Centre Stage.
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http://www.business-standard.com/article/markets/india-s-equity-market-cap-to-hit-6-1..
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13-Mar-2018
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