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expert view

Arvind Panagariya } Indian growth: I do not see any K-shaped growth; as we have grown, we have lifted all the boats: Arvind Panagariya

by Mark McDuffie
Arvind Panagariya } Indian growth: I do not see any K-shaped growth; as we have grown, we have lifted all the boats: Arvind Panagariya

Arvind Panagariya, Chairman, 16th Finance Commission, in conversation with ET Now at the Times Network India Economic Conclave. Panagariya says when it is said that inequality has gone up and …

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Bhel | Bhel share price: 3 stocks to play green energy theme; but BHEL in thermal could be a good play too: Dipan Mehta

by Mark McDuffie
Bhel | Bhel share price: 3 stocks to play green energy theme; but BHEL in thermal could be a good play too: Dipan Mehta

Dipan Mehta, Director, Elixir Equities, says the best way to engage with the green energy sector is by investing in solar equipment manufacturers, particularly solar module and cell producers like …

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Nilesh Shah | Nilesh Shah news: Market expects status quo at RBI; individuals are important but ultimately institution matters: Nilesh Shah

by Mark McDuffie
Nilesh Shah | Nilesh Shah news: Market expects status quo at RBI; individuals are important but ultimately institution matters: Nilesh Shah

Nilesh Shah, MD, Kotak AMC, says in three months, we may see a rise in consumption. The RBI will decide on the measures to implement, highlighting the collaboration between monetary …

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Ceat | Ceat share price: Debt & internal accruals to fund Ceat acquisition of Camso tyre biz from Michelin: Arnab Banerjee

by Mark McDuffie
Ceat | Ceat share price: Debt & internal accruals to fund Ceat acquisition of Camso tyre biz from Michelin: Arnab Banerjee

Arnab Banerjee, MD & CEO, Ceat, says acquisition of this business will make Ceat’s international business contribution to cross 25%from day one and, this is EBITDA accretive and will contribute …

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NBFCs to buy | L&T Fin | Mahindra Finance: Time to buy PFC & REC? Sandip Sabharwal would rather buy these 2 private sector NBFCs now

by Mark McDuffie
NBFCs to buy | L&T Fin | Mahindra Finance: Time to buy PFC & REC? Sandip Sabharwal would rather buy these 2 private sector NBFCs now

Sandip Sabharwal, asksandipsabharwal.com, says ‘PFC and REC’ is a story for two-three years later. Many investors will not look that long. Near term, the PSU bounce back could potentially continue. …

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Rupee fall against dollar: Rupee may fall to 85 against dollar leading to RBI intervention: Naveen Mathur

by Mark McDuffie
Rupee fall against dollar: Rupee may fall to 85 against dollar leading to RBI intervention: Naveen Mathur

Naveen Mathur, Director – Commodities, Currencies and International Business, Anand Rathi Wealth, says the overall perception is that the rupee might continue to 85 levels or so where the RBI …

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gCommerce | gamingCommerce: Nitish Mittersain on buying Trinity Gaming, initiating gCommerce & more

by Mark McDuffie
gCommerce | gamingCommerce: Nitish Mittersain on buying Trinity Gaming, initiating gCommerce & more

Nitish Mittersain, Joint MD & CEO, Nazara Technologies, says India-first novel approaches are needed. If e-commerce can be integrated into gaming, that can deliver relevant opportunities for shoppers to buy …

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CAMS | CAMS share price: FY25 should be one of strongest years; expect 1-1.5% margin expansion a year: CAMS CEO

by Mark McDuffie
CAMS | CAMS share price: FY25 should be one of strongest years; expect 1-1.5% margin expansion a year: CAMS CEO

Anuj Kumar, Director & CEO, CAMS, says there has been some market correction and some flattening of the mood in the last two months. But as things come back, we …

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Adani Group: Why are Japanese & Middle Eastern banks maintaining ties with Adani Group unlike western banks? Sanjay Asher explains

by Mark McDuffie
Adani Group: Why are Japanese & Middle Eastern banks maintaining ties with Adani Group unlike western banks? Sanjay Asher explains

Sanjay Asher, Senior Partner, Crawford Bayley & Co, says there would be a legal divide between the European banks and the Middle Eastern and the Japanese banks. Having regard to …

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L&T | L&T share price: For next 2-3 years, L&T sees good momentum in gas to power opportunities in West Asia: Subramanian Sarma

by Mark McDuffie
L&T | L&T share price: For next 2-3 years, L&T sees good momentum in gas to power opportunities in West Asia: Subramanian Sarma

Subramanian Sarma, Member of the Board, L&T, says there are currently two to three key themes: a) Ongoing development of traditional fossil fuels, particularly oil and gas; b)collective efforts to …

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