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“If demand is robust and if raw material has been sourced at various sources, will make 10-year average profit margins still on the refining division irrespective of the tax,” says Sushil Choksey, CEO, Indus Equity Advisors. When the…

“This year perhaps may be a tale of two halves in terms of market and it is playing out interestingly. I think the first half has been extremely choppy and volatile and that will go into June quarter earnings but now we are getting more…

“One needs to survive first because if you survive, then only can you participate in the next bull market and that can happen with disciplined asset allocation and management of risk,” says Pankaj Tibrewal, Fund Manager, Equity, Kotak MF…

“This kind of volatility and inflation will take its toll on the corporate performance over the next two to three quarters,” says Dilip Bhat, Joint Managing Director, Prabhudas Lilladher Will investors smile after last week’s comeback or…

“PSUs are the first set of beneficiaries. These include Bharat Electronics, , Bharat Dynamics and even GRSC. We are trying to push a basket of defence PSUs followed by the private industry,” says Harshit Kapadia , Vice President, Consumer…

“If the conflict resolves, the possibility of hard landing inflation might come down. So from October onwards, the inflation prints would look very good because of the base effect and will tend to keep going down. The issue is a little…

“Indian IT companies will continue to do well and one should look at the companies where the PE multiples or the stocks have already seen meaningful correction. But in the past three, four months, midcap IT companies have started trading at…

“What we are really looking for is very strong consumer love combined with high quality growth and high quality meaning the math works; you can look at your business and say whether the math works or not. If the math does not work, then you…

"In a month or two, we might reach peak inflation for this cycle. Dollar hit 105 plus and came back down. It is strong. Maybe it has hit its peak and then peak interest rates will be very critical. Once we see that the Fed is done and we…

“ I do not think Indian investors have made as many mistakes as investors in the US. Look at the number of loss making IPOs in the US. They were very high. There was a category of IPOs called SPAC and those IPOs looked very illogical to me.…