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Infosys | HCL Tech: Forget midcap momentum, it's time to bet in IT largecaps: Hemang Jani

“Though people would want to participate in the midcap names because of the momentum, in terms of valuations and risk adjusted returns, we think that HCL Tech and Infosys are better placed.”

Hemang-jani , Tata-motors , Mahindra , Equity-strategist-senior-group , Tata-motor , Infosys , Equity-strategist , Senior-group , Infosys-hcl-tech , Maruti , Hcl-tech , Stock-market

ujjivan sfb: We didn't force Nitin Chugh to resign, it came as a surprise to us also: Samit Ghosh, Ujjivan SFB

"There has been a high level of attrition among a lot of our people who are business leaders over the last six months to a year in Ujjivan. We were very concerned about that because these people are the ones who built Ujjivan."

Andhra , Andhra-pradesh , India , Abhijit-sen , Nitin-chugh , Sunil-patel , Samit-ghosh , Andhra-bank , Ujjivan-small-finance-bank , Ujjivan-sfb , Portfolio-quality , Attrition

Vedanta | Maruti: A 5-7% correction would give good valuations to enter the market again: Devang Mehta

“If there is a 5-7% correction, a lot of new investors who are waiting on the sidelines would start coming in and investing into the market.”

India , Canara , Karnataka , Devang-mehta , Canara-bank , Head-equity-advisory , Vedanta-maruti , Jubilant-foodworks , Vedanta , Maruti , Auto-sector

IT stocks to buy: How to bet on ESG theme and where to invest in the IT space next?

“Most companies, even within sectors which are slightly on the negative side of the ESG, have started taking action to come on the positive side of the ESG. So I would say that there is no question of totally ignoring sectors which today are looking slightly negative on the ESG side.”

Vinit-sambre , Mutual-fund , Equities-fund , Fund-manager , It-stocks-to-buy , Mutual-fund-news , Dsp-mutual-fund , It-stock , Esg , Stock-market , Et-now , Mutual-funds

Stocks to bet on: Hemang Jani on how to play the energy theme

“Alternative fuels, clean energy would remain a very big theme. Gas is something that we could definitely look at.”

Hemang-jani , Praj-industries , Equity-strategist-senior-group , Equity-strategist , Senior-group , Apollo-hospital , Route-mobile , Happiest-minds , Clean-science , Stocks-to-bet-on , Gujarat-gas , Stock-market

Apollo Hospitals group: Apollo Hospitals using digital to move closer to consumers: Suneeta Reddy

"I think our performance has clearly shown that Apollo has the ability, the agility to handle both Covid and non-Covid situations. This quarter, we successfully separated the non-Covid cases and handled them with excellent clinical outcomes. Moving into the second quarter, we believe we will be able to keep doing this."

India , Suneeta-reddy , Apollo-hospitals-group , Apollo-health , Covid , Vaccine , Prathapc-reddy , Stock-market , Et-now , Apollo , இந்தியா , சுனீதா-சிவப்பு

metal rally: Should you continue to ride the metal rally or get out now?

“If one got into it sometime back and is now sitting at say 40% return in his metal stocks, one can probably take off 25% of the exposure off the table and bring down his exposure by another 10% on another 10% price rise and repeat that as prices rise, ” says Kunj Bansal.

India , Kunj-bansal , Burger-king , Metal-rally , Oil , Fact , Aluminium , Stock-market , Et-now , Karvy-capital , Jubilant-foodworks , இந்தியா

PM Modi | infra stocks: Why did PM Modi's mega announcements fail to move infra stocks? Sandip Sabharwal explains

“Overall, as a basket, there are opportunities in infrastructure, as as there are companies which should do very well.”

Red-fort , Delhi , India , Sandip-sabharwal , Devyani-international , Aditya-birla-retail , Pm-modi-infra-stocks , Krsnaa , Exxaro , Infra-stocks , Prime-minister-narendra-modi , Stock-market

devyani international listing: IPO funds to make Devyani International debt free: Ravi Kant Jaipuria

“There is a huge headroom for us to grow. We are in the fast food market and there is no reason why the growth should not come for these brands.”

Ravi-kant-jaipuria , Devyani-international , Pizza-hut , Costa-coffee , Devyani-international-listing , Vaango , Kfc , Devyani-international-ipo , Et-now , Stock , ரவி-காந்த்-ஜெய்புரியா , தேவயானி-சர்வதேச

FII view: Early cycle of super returns over; focus on earnings now: Rana B Gupta

“Going forward, earnings delivery and earnings growth are going to be the key themes.”

China , United-states , India , Ranab-gupta , Fii-view , Manufacturing , Stock-market , Et-now , Consumption , Manulife-investment-management , சீனா , ஒன்றுபட்டது-மாநிலங்களில்

Live Breaking News & Updates on மற்றும் பலர் இப்போது

“If there is a 5-7% correction, a lot of new investors who are waiting on the sidelines would start coming in and investing into the market.”India , Canara , Karnataka , Devang-mehta , Canara-bank , Head-equity-advisory , Vedanta-maruti , Jubilant-foodworks , Vedanta , Maruti , Auto-sector

“If there is a 5-7% correction, a lot of new investors who are waiting on the sidelines would start coming in and investing into the market.”

India , Canara , Karnataka , Devang-mehta , Canara-bank , Head-equity-advisory , Vedanta-maruti , Jubilant-foodworks , Vedanta , Maruti , Auto-sector