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Won't add to positions in cyclical stocks now: HDFC Sec
HDFC Securities has increased weightage in private sector lenders Axis Bank and ICICI Bank. On the flipside, it has reduced weight in FMCG players ITC and Dabur
See cyclical recovery irrespective of poll result: Expert
Taher Badshah, co-head equities, Motilal Oswal believes the Nifty faces a near-term valuation challenge.
No volume come back yet in cement sector: Kotak
UltraTech got a thumbs up from most analysts, but Murtuza Arsiwalla, cement analyst, Kotak Institutional Equities believes realizations should have been better and though volume growth is positive, it came off a favourable base.
Nifty to see 300-500 pts move by May-end: Investworks
In an interview to CNBC-TV18, recommended market participants to buy Call and Put straddles of 6800.
Why India stocks may keep outperforming China
"Indian companies have done a great job in terms of returns, which has overshadowed the strong growth that has come through from China," Conrad Saldanha, manager of an emerging market equity fund at Neuberger Berman said.
Nomura pegs 75% chance of a BJP led NDA; may up stocks
Nomura is pegging in a 75 percent probability of a BJP led NDA getting a strong mandate and forming the next government.
Stay light for May series; buy BHEL, SBI: Angel's Bhamre
According to Siddharth Bhamre of Angel Borking there is not much point in doing positive trade just for an election outcome but thinks investors are sure to make more out this situation than traders.
Watch out for key earnings on April 24 25
Watch Varinder Bansal with his list of key earnings to keep an eye on April 24 and 25.
See knee-jerk reaction if poll outcome unfavourable: Syntel
Syntel Inc is launching a new cross-industry service line called Syntel Digital I, which will bring together the companyâs services as digital offering to help customers adapt digital technologies, said its newly-appointed CEO and President Nitin Rakesh.
Add cyclicals, banks on positive poll outcome: UBS
Gautam Chhaochharia, Head of India Research of UBS advises investors to add cyclicals and banks on positive poll outcome.
Will see further leg-up if NDA gets 250+ seats: IDFC Sec
Sector-wise, Anish Damania, Head-Institutional Equities, IDFC Securities says it will take atleast one-and-a-half years to resolve the issues plaguing the banking sector and the capital goods sector. He believes investors at the moment are neutral on exports sectors and defensives.
Election or no elections, Ambit is betting big on India
Ambit put out a strategy note this morning, where they altered the model portfolio they have been holding on and recommending to clients for a long time now.
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