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See Nifty at 10000 plus in 12 months: CIMB
Devesh Kumar of CIMB Securities India Limited says near-term earnings will not give any positive surprise, but it should be looked at from a 1-2 years perspective.
EMs seeing largest inflows from Japan, US: Quant Capital
There have been outflows seen from Russian funds to China and India. Even European equity funds are seeing outflows for the last 7-8 weeks.
Interact with CNBC-TV18: Prefer selective IT stocks now; like TCS: HSBC
According to Jitendra Sriram, a lot has to do with the fact that where market was seeing currency at levels of 58-59/USD we have probably moved up to about 61/USD right now
Bullish on OMCs; buy LT, Ramco, Tata Chemicals: PLilladher
In an interview to CNBC-TV18, Bodke picks LT, Cummins and Crompton Greaves as his best bets in the capital goods space. He is also bullish on agri stocks like UPL, Tata Chemicals and PI Industries.
India goes from fragile to fabulous
Both benchmark indices, the Sensex and the Nifty, swooned last year on fears a tapering of asset purchases by the Federal Reserve will trigger an outflow of funds from the market, falling to year-lows in September.
Focus on stocks, says Dipan Mehta; picks top 5 pharma bets
Oil gas stocks are benefiting from the lower burden of subsidy sharing and the pack may move higher on oil price correction, Dipan Mehta, member, BSE NSE says.
Goa govt pro-active on mining; buy Sesa Sterlite: Espirito
Ritesh Shah of Espirito Santo believes the Goa government has been rather pro-active on mining, considering it has already collected stamp duty for 27 leases. "It is a positive thing and it is already there in the price."
See fuel under-recovery at Rs 95000cr in FY15: ICICI Direct
Fuel under-recovery in FY16 is likely to reduce to Rs 80,000 crore in FY16, Mayur Matani, research analyst, ICICI Direct said.
Selective on midcaps; gas pricing a worry: Birla Sun Life
Speaking to CNBC-TV18, Sashi Krishnan, CIO, Birla Sun Life Insurance says stability in the macro system is a big relief, although inflation remains a bit of a worry. With market climbing new highs, and stable macro situation, one must stay invested in this market
Earnings to grow 20% compounded; bearish PSUs: Dron Capital
Gandotra feels the market is reasonably priced at around 15 times estimated FY15 earnings and around 12 times FY16 earnings. He sees the market delivering around 15-20 percent returns over the next 12 months.
Trade Nifty go stock specific; buy BPCL: Nirmal Bang
Irani is bullish on oil and marketing company BPCL and auto major Tata Motors after its stellar set of Q1 earnings on the back of JLR sales.
Goa mining lease renewal mere sentiment positive: Expert
Giriraj Daga of Nirmal Bang, says the move will have only a 1-2 percent EBITDA growth.
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