Page 21 - Expert View News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Bhasin advises caution in markets due to potential US data impact and advises profit-taking. Ranks private banks and emphasizes PSU stocks for performance. Prefers BHEL, Ircon, LTIM, HCL Tech, and Wipro for investment. Bhasin says: "The faint-hearted or the larger-term retail should keep their SIPs going but take some money off the table whenever there is leverage."

Sandip Sabharwal highlights Axis Bank's undervaluation, potential for re-rating. Discusses RBI's ban on Kotak credit cards, online accounts. Aditya Birla Group's impact on stock prices and the caution advised in the cement sector due to pricing pressures.

Rahul Jain discusses potential impact of Swiggy IPO on competitive landscape, Zomato valuation, and quick commerce sector dynamics. Anticipates changes in competitive intensity, valuation equilibrium post listing, highlighting Blinkit competition and strategic differences between Zomato and Swiggy.

Swaminathan Aiyar explains the Congress's socialist approach to taxing the rich for the benefit of the poor, highlighting the party's historical tax policies and redistribution schemes. "Congress theme is that the BJP loves the suited, booted people, and we are going to take the money out of the suited, booted people and help the poor. So that, to some extent, I find a complete consistency in that."

Harshit Kapadia discusses the positive export momentum in the defence sector, citing increased export demand, growth in manufacturing bigger equipment, and Indian companies' strong positioning in global markets. Anticipates continued order inflow momentum and potential valuation expansion.