IT sector: What should investors do with TCS stock? Apurva Prasad answers
“I would say it is fairly mixed. The miss is probably more to do with margins because of the skew of the BSNL deal in the quarter, but this is …
IT sector
LIC Mutual Fund: What to expect from IT sector going ahead? Dikshit Mittal answers
“The NBFCs which have been growing very-very fast and the segment which they have been growing, if it is a very-very high-risk segment, so to that extent one has to …
IT sector Q2 preview: Single-digit revenue growth seen, FY25 guidance may improve
Indian IT companies are expected to report a single-digit revenue growth up to 4% in the quarter that ended on September 30, 2024 with the likelihood of positive commentary for …
ETMarkets Smart Talk: The power of compounding – a call for Gen Z to shift focus from quick wins to lasting wealth: Rajesh Cheruvu
“In a generation seemingly fixated on the allure of rapid 10% returns in minutes through exotic Futures and Options trading, it is crucial to contemplate long-term financial well-being,” says Rajesh …
stock ideas: Balrampur Chini among Rupak De’s top 3 stock ideas for the week
Balrampur Chini, Tata Motors and ICICI Lombard are top 3 stock ideas of the week from Rupak De, Senior Technical Analyst, LKP Securities. “Balrampur Chini has given a swing high …
Fund Manager Talk | Growth stocks will continue to command premium: Vishal Jajoo
While it is not easy to find stocks at reasonable valuations in a bull market, Vishal Jajoo, Fund Manager – Equity, ITI Mutual Fund, says growth stocks in India would …
Fund Manager Talk | Worried about valuations in bull market? Nippon CIO on what to buy
With valuations of stocks related to the investment cycle and policy reforms capturing the near term potential, Sailesh Raj Bhan, CIO – Equity Investments, Nippon India Mutual Fund, suggests investors …
ETMarkets Smart Talk: Final Budget 2024 eyed! IT sector is currently a dark horse: Naveen Kulkarni
“The IT sector is currently a dark horse, influenced more by the global economic regime than India’s policy framework,” says Naveen Kulkarni, Chief Investment Officer, Axis Securities PMS. In an …
Utpal Sheth: Leadership and long-term mega trends: Utpal Sheth on identifying ‘Gorilla’ companies
“We have already established that value creation is different from wealth creation. So, in my experience, there are three large components that create terminal value about which the terminal value …
valuation: Looking for attractive valuation plus strong fundamentals? Financials is the answer, says Ramesh Mantri
Ramesh Mantri, CIO, WhiteOak Capital AMC, says when we look at combined fundamentals and valuation, there are some sectors where fundamentals are very strong, but valuation is very high like …