Page 20 - Expert View News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Girish Madan from Fitch Ratings discusses the rise in profits for Gencos through factors like lower commodity prices and reduced solar module prices. He emphasizes the ongoing shift towards renewable generation in the power sector for enhanced profitability. He says: "Going forward, we see some push on the renewable as well as on the thermal power generation front."

Post March caution, markets rebounded but earnings season remains weak. Focus should be on turnaround signs or visibility in stock selection. Amit Khurana of Dolat Capital says that while battery companies have outperformed, IT midcaps remain overvalued. He is positive on capex stories but remains wary of high valuation stocks.

Rudramurthy advises on stock-specific trades, preferring Reliance and SBI. Suggests shorting Maruti and IndusInd Bank. Emphasizes shifting focus to largecaps for safety. Bullish on IT sector for future growth and stability.

Jonathan Hunt detailed the investment strategy of Syngene International, facing revenue growth challenges due to US biotech funding delays. Expecting high single to low double digits growth for FY25, with ongoing developments in various company facilities. Hunt says: "We deployed $55 million last year. Next year, we will be a little bit ahead of that."

Binod Modi discusses Bajaj Finance's performance, including credit cost, growth potential, and asset quality concerns. Despite challenges like RBI restrictions and delinquencies, the company aims for growth through digital initiatives, facing competition and valuation risks.