Page 4 - Complete Circle News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Explore Now Gurmeet Chadha, Co-Founder, What according to you is the next big trigger for the market? The biggest trigger is going to be earnings. There will be differentiation in a lot of sectors, especially in banking. The actual NPAs will be reported and so the real picture would come out in terms of how the collection efficiencies are progressing, how the overdue is playing out, what percentage of restructuring as guided by management is being adhered to. Liquidity events are also very important. We keep blaming liquidity for the rally but liquidity essentially chases growth and the nex...

Bharti Airtel was a consensus buy a few months back. But the expected tariff hike has not transpired. That to me was a big trigger on which it initially crossed Rs 600 levels. But operationally, it continues to do well. It is gaining market share in 4G, adding probably twice the number of 4G clients. Their home business continues to do well. The African business has stabilised and I personally feel that a $2 ARPU is not sustainable for telecom in the long run. Also there was this expectation of telecom in India being a two-player industry but that did not materialise. Vodafone is still holdin...

How much more steam does the metals rally have? . If you look at the LME, the entire pack seems to be on fire. You have to be selective here. So one is catching the commodity cycle right and in this world of easy money with central banks expanding the balance sheet to probably $13 trillion in next one and a half years, commodity will be in a bit of an uptrend. But you have to avoid leveraged balance sheets and ensure that you do not get carried away. Tata Steel still looks good. If you see their last quarter numbers, there’s about 5.2 million tonnes Indian output, and another 2.1-2.2 mill...

What is your take on the IT pack? IT is looking very, very strong. The best news is it is probably getting priced in from this quarter’s revenue perspective. We continue to like Infosys despite the stellar runup in the largecap space. Now almost 50% revenue of the company is coming from digital. They have a clear Cloud platform in place with the name of Cobalt. The deal win momentum is extremely robust. The TCVs continue to impress and the focus on digital and cyber security is quite heart warming. In the midcap space, we like MindTree. Their strategy of 4x4x4 which is essentially four ver...

What is your take on the IT pack? IT is looking very, very strong. The best news is it is probably getting priced in from this quarter’s revenue perspective. We continue to like Infosys despite the stellar runup in the largecap space. Now almost 50% revenue of the company is coming from digital. They have a clear Cloud platform in place with the name of Cobalt. The deal win momentum is extremely robust. The TCVs continue to impress and the focus on digital and cyber security is quite heart warming. In the midcap space, we like MindTree. Their strategy of 4x4x4 which is essentially four ver...