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The Market Podcast | Zerodha s Nikhil Kamath has these 3 expectations from FM in Budget 2021
Indian market might well be trading at the higher end of the valuation bank which has made Nikhil Kamath slightly cautious on D-Street. January 15, 2021 / 05:08 PM IST
Indian market might well be trading at the higher end of the valuation bank which has made Nikhil Kamath slightly cautions on D-Street, he said in The Market Podcast with Moneycontrol.
Kamath who is a Co-founder and CIO, True Beacon, and Zerodha has three broad expectations from the Finance Minister in the Budget 2021.
The first expectation is the long-standing one – the abolition of STT or Securities Transaction Tax (STT). The government should aim at bringing more people in the equity markets and by the abolition of STT we expect participation would increase.
Have you noticed an inordinate number of new highs lately? Here I'll explain what's going on, as well as the big divergence on the market, and the VIX..IWM
TSMC s Big 2021 Capex Budget Might Have Something to Do With Intel While expected demand from clients such as Apple and AMD is also probably motivating TSMC to invest more, the size of its 2021 capex budget suggests other factors are also at play.
Jan 14, 2021 | 03:29 PM EST
The very aggressive 2021 capex forecast that TSMC (TSM) shared in its Q4 report on Thursday might be a by-product of both expected demand from current major clients
and expectations of large future orders from a well-known chip giant.
As usual, TSMC s Q4 sales ($12.68 billion, up 22% annually) were already known via monthly sales reports. And with top customers such as Apple (AAPL) , AMD (AMD) , Nvidia (NVDA) , Qualcomm (QCOM) and Mediatek seeing pretty healthy demand right now, TSMC s Q1 guidance for revenue of $12.7 billion to $13 billion up 23%-26% annually and above a $12.3 billion FactSet consensus wasn t a total shock, either.