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Expert View 👁 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.

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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.”

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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.”

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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.

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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.

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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

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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.

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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.

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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

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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.

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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.

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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.

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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.

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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.

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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.

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