With just 2 more years at the governmentâs disposal to reinforce growth, Nilesh Shah, MD CEO of Envision Capital hopes it does not stick to the path of fiscal consolidation in the upcoming Budget. It is worth taking the risk and providing incentives to bolster investment and consumption, he says in an interview to CNBC-TV18.
Expecting 8-10 percent return from markets this year, ace banker Uday Kotak has said India is also ready to explore various new products while there is appetite for some good "high-quality" public offers as well.
Overall the impact on India from Donald Trumpâs protectionist rhetoric is limited believes Mukul Kochhar, Head of Institutional Sales at Investec Capital Services because export as a percent of GDP in India is limited. Including services, exports is around 15-20 percent.
Indian IT companies have been "caught napping" by the shift in the digital space and the automation revolution but their shares reflect value on an absolute basis, believes veteran analyst Dipen Sheth.
There have been hits and misses, but the misses have been more on the large cap blue-chip front and probably better than expected numbers for some of the midcap and non-index large cap space, says Udayan Mukherjee on the third quarter earnings so far.