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As Kotak Bank trades at lowest price-to-book in history, should you buy in the dip? Analysts weigh in - Vimarsana News

As Kotak Bank trades at lowest price-to-book in history, should you buy in the dip? Analysts weigh in

As of March 2024, 148 MFs bought and 60 MFs sold Kotak Mahindra Bank. Currently, around 351 mutual fund schemes have Kotak Mahindra Bank in their portfolio.

what to buy: IT stocks ready for a rerating, build a position there - Vimarsana News

what to buy: IT stocks ready for a rerating, build a position there

What you are anticipating from commentary in terms of the big boys in the IT pack? The IT pack is relatively lower valued compared to a lot of the other ROE players in the market like the FMCG majors. Two things are happening in IT. One is that their cash reserves are significant and that allows them to do a little bit more in terms of acquisitions or growth inorganically. Also, the deal sizes that they are seeing right now are going up a notch. We are seeing $1-billion, $1.5-billion deals. It is going up to $3-4 billion deals and balance sheets are being used for this purpose. The cash is he...