The Budget is becoming less of a platform for major changes, says BofA ML’s Sanjoy Mookim.
Cyclical rally in Indian IT sector could be in the offing: Morgan Stanley
Oil prices will be a key parameter to watch out for, says Rupesh Patel of Tata Asset Management.
The three factors that could dampen the present optimism on U.S. equities this year.
Ambit Capital prefers Info Edge over Just Dial.
India Realty Index Doubles In 2017
Fiscal outlook for the next year should be better not worse, Credit Suisse’s Neelkanth Mishra says.
Ashburton expects RBI to cut rates in the first few months of next year.
India is an overweight in the emerging markets, says Manish Singh, CIO, Crossbridge Capital
This will be the longest winning streak for Tata Global Beverages.
Further reforms will be tough for Modi with 14-15 state elections lined up ahead of 2019 polls, Ambit says.
Won’t see 30-40% increase in earnings, given GST and demonetisation, says Ajit Dayal
Bank recap to provide respite from the capital constraint helping PSU banks play a little more aggressively.
Fed policy will take advantage of short bursts of optimism in the market, says Jan Dehn.
HCL Technologies maintained its guidance for FY18, as Q2 earnings met analyst estimates.
Havells hits lifetime high after announcing Q2 results.
India will be a $4 trillion economy in the next 7-8 years, says Reliance Capital’s Sunil Singhania.
Will it be another quiet quarter for TCS?
Kenstar Could Help Expand Crompton Greaves’ Distribution Network But How Is It Valued?
Sridhar Sivaram expects further rationalisation and eventual reduction in GST rates