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https://economictimes.indiatimes.com/markets/expert-view/rssfeeds/50649960.cms 👁 1475

Go for quality IT and pharma stocks: Mayuresh Joshi, Angel Broking


The TCV deals for top-tier IT names including Infosys, TCS, NIIT & MindTree are reasonable, says Joshi.

Click here to Read full Details Sources @ https://economictimes.indiatimes.com/markets/expert-view/go-for-quality-it-and-pharma-stocks-mayuresh-joshi-angel-broking/articleshow/67589012.cms

Our order book has grown QoQ for 6 quarters: Arvind Thakur, NIIT Tech


“We have good momentum going in business and demand environment also looks bright.”

Click here to Read full Details Sources @ https://economictimes.indiatimes.com/markets/expert-view/our-order-book-has-grown-q-o-q-for-6-quarters-arvind-thakur-niit-tech/articleshow/67588056.cms

Sun Pharma should change the board and come clean: Shriram Subramanian, InGovern Research


“Sun Pharma must say they are not going to have any transaction with Aditya Medisales going forward.”

Click here to Read full Details Sources @ https://economictimes.indiatimes.com/markets/expert-view/sun-pharma-should-change-the-board-and-come-clean-shriram-subramanian-ingovern-research/articleshow/67587422.cms

We expect life insurance industry to grow at 13-15%: Prashant Tripathy


The industry's double-digit growth has come on a very high base.

Click here to Read full Details Sources @ https://economictimes.indiatimes.com/markets/expert-view/we-expect-life-insurance-industry-to-grow-at-13-15-prashant-tripathy/articleshow/67586652.cms

There will be no impact of elections on gold loans or recovery: George Alexander Muthoot, Muthoot Finance


From second half of December, we are seeing an uptick in gold loans, says Muthoot.

Click here to Read full Details Sources @ https://economictimes.indiatimes.com/markets/expert-view/there-will-be-no-impact-of-elections-on-gold-loans-or-recovery-george-alexander-muthoot-muthoot-finance/articleshow/67586834.cms

We have revised our guidance up to 24%: Keshab Panda, L&T Technology


We are an engineering company and have to be very careful about M&A, says Panda

Click here to Read full Details Sources @ https://economictimes.indiatimes.com/markets/expert-view/we-have-revised-our-guidance-up-to-24-keshab-panda-lt-technology/articleshow/67586250.cms

We are not very negative on Sun Pharma: Ranvir Singh, Systematix Shares


Currently, the share is trading at around 19 to 20 times and I do not see a downside from there, says Singh.

Click here to Read full Details Sources @ https://economictimes.indiatimes.com/markets/expert-view/we-are-not-very-negative-on-sun-pharma-ranvir-singh-systematix-shares/articleshow/67585525.cms

Raise mid, smallcap allocation over next 6-12 months: Pankaj Tibrewal, Kotak Mutual Fund


Election volatility to provide opportunity to buy good cos at reasonable prices, says Tibrewal.

Click here to Read full Details Sources @ https://economictimes.indiatimes.com/markets/expert-view/raise-mid-smallcap-allocation-over-next-6-12-months-pankaj-tibrewal-kotak-mutual-fund/articleshow/67585126.cms

We will be happy to close CY2019 at breakeven Nifty levels: Mahesh Nandurkar, CLSA


I do not see major improvement in FII flows over next six months or so, says the CLSA India strategist

Click here to Read full Details Sources @ https://economictimes.indiatimes.com/markets/expert-view/we-will-be-happy-to-close-cy2019-at-breakeven-nifty-levels-mahesh-nandurkar-clsa/articleshow/67584180.cms

In election scenario, consumption is the best bet: Kunj Bansal, Acepro (Sarthi) Advisors


The earnings season till now has moved in line with expectations, says Bansal.

Click here to Read full Details Sources @ https://economictimes.indiatimes.com/markets/expert-view/in-election-scenario-consumption-space-is-the-best-bet-kunj-bansal-acepro-sarthi-advisors/articleshow/67582954.cms

In FY20, all growth engines to start firing: Devendra Kumar Pant, India Ratings


After many years, all sectors -- agriculture, industry and services -- will grow, says Pant.

Click here to Read full Details Sources @ https://economictimes.indiatimes.com/markets/expert-view/in-fy20-all-growth-engines-to-start-firing-devendra-kumar-pant-india-ratings/articleshow/67582487.cms

We are leaders in long-term private credit space: Rashesh Shah, Edelweiss


At Edelweiss, we believe stressed assets are actually high quality assets, says Shah.

Click here to Read full Details Sources @ https://economictimes.indiatimes.com/markets/expert-view/we-are-the-leaders-in-long-term-private-credit-space-rashesh-shah-edelweiss/articleshow/67572930.cms

Our credit cost is well within the guided band: Ashutosh Khajuria, Federal Bank


What is more important to see together with slippages is the cash recovery.

Click here to Read full Details Sources @ https://economictimes.indiatimes.com/markets/expert-view/our-credit-cost-is-well-within-the-guided-band-ashutosh-khajuria-federal-bank/articleshow/67572714.cms

Digital accounts for 80-82% of our revenue: John Owen, Mastek


Brexit is an opportunity for Mastek and it will not impact us in short term, says Mastek Group CEO.

Click here to Read full Details Sources @ https://economictimes.indiatimes.com/markets/expert-view/digital-accounts-for-80-82-of-our-revenue-john-owen-mastek/articleshow/67572425.cms

Why Vinit Bolinjkar of Ventura Securities is bullish on this little known stock


With cost efficiency playing out ICICI and Axis Bank are keepers, says Bolinjkar.

Click here to Read full Details Sources @ https://economictimes.indiatimes.com/markets/expert-view/why-vinit-bolinjkar-of-ventura-securities-is-bullish-on-this-little-known-stock/articleshow/67571963.cms

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