Smart Talk

“It is very simple, not complicated, there are three cornerstones to our multibagger approach. The first and foremost is that we focus on value, second is that we focus on the future growth of the business, and lastly deploy a contrarian…

“We follow something called scientific investing which is our proprietary investment framework – the OmniInsight concept,” says Dr Vikas Gupta, CEO and Chief Investment Strategist, OmniScience Capital.In an interview with ETMarkets, Gupta…

“Breach of 15,800/15,930 resistance area can push the Nifty upwards of 16,200-16,500 zone. On the flip side support levels for Nifty are seen at 15,500 & 15,200,” says Rahul Sharma, Director & Head- Technical Derivatives Research,…

Sushant Bhansali, CEO, Ambit Asset Management, says the consolidation phase of the market will continue for a few more months till there is clarity on whether the inflation subsides in the next three to four months and there is stability on…

“Transformation projects have boomed across the globe, and we have benefited out of it. When we correlate the macro commentary to micro which is our data in terms of pipeline, projects, and conversations that we are having with our clients…

Last year, the loan asset growth was roughly 15%. We believe 15% growth can be managed going ahead as well, says R Venkataraman, Co-promoter, IIFL Group. The investment by the Abu Dhabi Investment Authority (ADIA) is valuing the home…

"India’s capex cycle is going to be picking up and provide that offset in terms of domestic demand coming in not just from consumption spending but also from investment spending," says Chetan Ahya, Chief Asia Economist, Morgan Stanley.…

“This is a phase where India is going to slightly underperform the world markets. The structure for the US markets is that the correction looks incomplete, but the pullback can come close to the May lows for the US equity markets but may…

“There is a lot of distress on ground zero, because of which customers are not coming out to buy entry-level cars or entry-level two-wheelers which is a major concern. The semiconductor issue is preventing an increase in production. The…

“Whatever cash we are generating, we are deploying in our HAM projects which is going to give us a very good revenue going forward, a predictability of an annuity for 15 years,” says Rajneesh Chopra, Global Head, Wabag. I will begin with…