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PNGRB ensures regulated entities' returns are capped at 12% by carrying out pricing revision. Unified tariff has been introduced for the CGD companies as well as GAIL to sustain pipeline entities. Gajendra Singh of PNGRB says that emphasis is on transparency, customer benefits, and competition in gas sector for fair pricing.
Deepak Shenoy's Capital Mind ventures into various sectors with a focus on power transformers, hospitality, and financial investments. Uncertainty surrounds the FOMO crowd's return, Vodafone FPO, and the evolution of the diagnostics space. Sheoy also days: "On the pricing power front, travel and hospitality has really increased in the last year or so. So, something could have fundamentally changed there."
Chakri Lokapriya discusses earnings upgrades in infra, auto, metals. Maruti's EV models offer growth potential. TCS projects higher growth than Infosys. Wipro faces challenges with new CEO. The approach to automobiles sector is not only betting on things which do not only make products for EVs, but for both types of automobiles.
Pashupati Advani expresses concerns about the IT sector's changing business models and the potential dominance of big American companies in AI. He is optimistic about the growth in the infrastructure sector, particularly for construction and cement companies benefiting from various projects. Advani says: "If you have moved into some good, profitable government companies over the last six months, you have done very well and that is where we should continue to go even now."
Sanjiv Bhasin says I "there is a lot of froth on the markets including the domestic market." He discusses market trends, advising caution and specific investments. He further highlights the impact of China on metals, Zomato's market performance, as well as InterGlobe's dominance despite competitor challenges, recommending strategic investment approaches.