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market rally: This rally should continue longer; each segment to have a premiumisation play: Sushant Bhansali

Sushant Bhansali of Ambit Asset Management believes that the equity market rally in India is going to continue due to a broad-based market and positive changes in smallcaps. He expects margin expansion to reverse but with good sales growth. He sees opportunities in discretionary spending and expects competition in the paint industry to expand the market.
Uttar Pradesh Kumar Birla Sushant Bhansali Indian School Of Business Offering College Ambit Asset Management

Investors Bet Argentina Crawling Peg to Speed Up to 6% by April

(Bloomberg) -- Investors are betting Argentina’s central bank will accelerate the gradual depreciation of the peso, known as a crawling peg, by April in an effort to make the currency more competitive in time for the country’s crucial commodity exports. Most Read from BloombergNvidia Rises Most in About Nine Months as AI Drives SalesBiden Touts $1.2 Billion in Student Loan Relief With Eye to 2024China Tightens Grip on Stocks With Net Sale Ban at Open, CloseShe Was Set to Break Gold...
Javier Milei Bloomberg Businessweek Fernando Losada Luis Caputo International Monetary Fund President Javier Milei
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IT stocks | bank stocks: Cautious in shorter term but bullish in medium term; India to be big beneficiary of an EM rally: Vikash Kumar Jain, CLSA

Vikash Kumar Jain, Investment Analyst at CLSA, discusses the underweight on IT and overweight on banks. Banks offer interesting valuations and are closely linked to Indias medium-term story. The PSU rally needs selectivity. There are various reasons to believe that the Indian market would gain significance in the global investing scene over the coming years and an emerging market rally will be a key opportunity.
Uttar Pradesh Vikash Kumar Jain Indian School Of Business Offering College Investment Analyst Kumar Jain

Novelis IPO: Aditya Welekar on Novelis IPO, Hindalco and more

Aditya Welekar of Axis Securities discusses the Novelis IPOs potential uses of funds, including capex and acquisitions. Hindalco aims to unlock Novelis value and raise cash without increasing net debt. The stocks performance and valuation will depend on the IPOs outcome. Welekar says "let us hear from the management how they want to use the proceeds and based on that, we will take a call on the stock."
Uttar Pradesh Aditya Welekar Indian School Of Business Offering College Jp Morgan Axis Securities

EQS-Adhoc: ParTec AG: Valuation of the ParTec patent portfolio leads to significantly positive earnings contribution - adhoc - Börsennachrichten

EQSAdhoc ParTec AG Key word Patent ParTec AG Valuation of the ParTec patent portfolio leads to significantly positive earnings contribution 21Feb2024 1318 CETCEST Disclosure of an inside information
Bernhard Frohwitter Knop Doron Kaufmann Fl Systems Ag Co Performance Computing Quantum Computing Modular System Architecture

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