Daily Voice | Banking sector profit growth to continue in Q1FY24, PSBs to surprise positively: Gautam Duggad

IT companies reported a mixed performance overall in Q4FY23, with tier-1 firms delivering muted revenue growth and modest margins, while tier-2 companies outpaced the tier-1 pack with stronger revenue growth.

Mon, 05 Jun 2023 08:56:48 +0530

Daily Voice | Positive on consumption space, rural demand likely to pick up this year, says Anand Rathi

The market veteran expects the RBI to continue with the rate hike pause, leave the GDP forecast unchanged but peg down the inflation number for FY24 when it meets for policy review on June 6-8

Sun, 04 Jun 2023 08:51:01 +0530

Daily Voice | This fund manager prefers to play capex theme through mid, small-caps. Here are his picks

Asit Bhandarkar of JM Financial Asset Management expects the RBI to hold the rates once again but change the policy stance to #39;neutral#39; when it meets next week for bi-monthly policy review

Sat, 03 Jun 2023 08:30:59 +0530

Daily Voice | Bulk of Nifty’s FY24 earnings growth likely from sectors linked to investment, consumption demand: BNP Paribas#39; Abhiram Eleswarapu

Investors are anticipating rate cuts as early as second half 2023, especially after the liquidity related stress seen in the global banking system in the past couple of months.

Fri, 02 Jun 2023 07:33:42 +0530

Daily Voice | Ladderup#39;s Raghvendra Nath predicts increased FII buying in capital goods, financials, and construction-related sectors

Technical analysis suggests that capital goods stocks are poised for a potentially rewarding long-term bull market after being dormant for around 14 years.

Thu, 01 Jun 2023 07:15:57 +0530

Daily Voice | Rate cuts will happen later than when markets are expecting, says this fund manager

Private sector banks have an unfettered ability to take larger market share of both loans and deposits, according to Rahul Bhuskute of Bharti AXA Life Insurance

Wed, 31 May 2023 07:14:59 +0530

MC Interview | Mid smallcaps to outperform largecaps in next 3 years, capital goods outlook bullish; says Anil Rego of Right Horizons PMS

RBI’s pause in rate hikes and expected cuts in the future and multi-decadal growth outlook for the domestic economy are all positives for the market.

Wed, 31 May 2023 06:49:05 +0530

Daily Voice | Banks#39; earnings growth to remain strong YoY, but lower than FY22-FY23 levels, says this CIO

Lending institutions –banks as well as non-banking financial companies are expected to deliver another year of strong earnings growth.

Tue, 30 May 2023 06:54:57 +0530

Daily Voice | Banks#39; earnings growth to remain strong YoY, but lower than FY22-FY23 levels, says this CIO

Lending institutions –banks as well as non-banking financial companies are expected to deliver another year of strong earnings growth.

Tue, 30 May 2023 06:54:57 +0530

Daily Voice | Banks#39; earnings growth to remain strong YoY, but lower than FY22-FY23 levels, says this CIO

Lending institutions –banks as well as non-banking financial companies are expected to deliver another year of strong earnings growth.

Tue, 30 May 2023 06:54:57 +0530

Daily Voice | Don#39;t see US debt ceiling affect equity markets from a structural perspective, says this fund manager

B2B manufacturing across auto ancillaries, CDMO (contract development and manufacturing organization) and businesses which have process led efficiencies will continue to generate accretive growth.

Mon, 29 May 2023 08:20:13 +0530

Daily Voice | Don#39;t see US debt ceiling affect equity markets from a structural perspective, says this fund manager

B2B manufacturing across auto ancillaries, CDMO (contract development and manufacturing organization) and businesses which have process led efficiencies will continue to generate accretive growth.

Mon, 29 May 2023 08:20:13 +0530

Daily Voice | What makes Suresh Soni of Baroda BNP Paribas MF bullish on 3Cs in domestic space?

Suresh Soni believes the capital goods sector would continue to report good earnings based on above parameters.

Sun, 28 May 2023 10:18:39 +0530

Daily Voice | What makes Suresh Soni of Baroda BNP Paribas MF bullish on 3Cs in domestic space?

Suresh Soni believes the capital goods sector would continue to report good earnings based on above parameters.

Sun, 28 May 2023 10:18:39 +0530

Daily Voice | This finance professional says chemical stocks are just the catalyst your portfolio needs

Green Portfolio PMS founder Divam Sharma, however, keeps a distance from the gas space. He says gas stocks are highly dependent on government policies as well as the price of crude and is a very volatile space to be in

Sat, 27 May 2023 08:47:32 +0530

Subscribe to Nexus Select Trust: Geojit

Geojit has come out with its report on Nexus Select Trust. The research firm has recommended to “ Subscribe ” the ipo in its research report as on May 06, 2023.

Mon, 08 May 2023 12:51:05 +0530

Subscribe to Mankind Pharma: ICICI Direct

ICICI Direct has come out with its report on Mankind Pharma. The research firm has recommended to “ Subscribe ” the ipo in its research report as on April 24, 2023.

Tue, 25 Apr 2023 09:43:58 +0530

Subscribe to Nexus Select Trust: Geojit

Geojit has come out with its report on Nexus Select Trust. The research firm has recommended to “ Subscribe ” the ipo in its research report as on May 06, 2023.

Mon, 08 May 2023 12:51:05 +0530

Subscribe to Mankind Pharma: ICICI Direct

ICICI Direct has come out with its report on Mankind Pharma. The research firm has recommended to “ Subscribe ” the ipo in its research report as on April 24, 2023.

Tue, 25 Apr 2023 09:43:58 +0530