P S Jayakumar, managing director and chief executive officer, Bank of Baroda, speaks to Abhijit Lele & Hamsini Karthik about loan recoveries, sounding more confident than a year before.
In a conversation with Vishal Chhabria and Hamsini Karthik, Gautam Chhaochharia, executive director & head, India Research, UBS, explains why implementing goods and services tax (GST) may not be as disruptive as many perceive it to be. But, he warns investors shouldn't have high expectations on corporate earnings.
Axis Bank Managing Director & Chief Executive Officer Shikha Sharma on the new mechanism for non-performing loans, the bank's loan portfolio, industry outlook and the bank's future plans.
Number of stocks trading above 50 times and 100 times earnings are at record highs. When this happened in 2015 and 2016, the Sensex fell 22.6 per cent in a little over a year's time after peaking in January 2015, while it fell by 11.3 per cent in two months from its peak in September 2016.
Thinning valuation gap between these and mid-caps indicates a shift in investors' preferences.
Infrastructure stocks are once again gaining traction.
'India easily remains one among the more attractive large economies, with high growth and stable/improving macros, as a top investment destination.' 'We are looking pretty good.'
Johnson Controls-Hitachi, Voltas, Blue Star, Whirlpool recently recorded new 52-week highs but still haven't lost their steam
Arundhati Bhattacharya talks about SBI's strategies, its aim to be among the top 30 banks globally, and stressed assets resolution.
Banks to get more aggressive and act like PE investors
With at least three IPOs in the offing this year, stock market investors have a lot to look forward to.
The P-75 index, a subset of BSE 500 stocks, has severely underperformed the broader market across time horizons
Quite a few large- and mid-cap stocks are yet to recover from the note ban, pharma, banking and rural demand-based industries among laggards.
Known for stable returns, near debt-free status and dividend track record, these 10 PSU stocks are worth buying now.
While gold returned 12 per cent annual gain in 10 years, Nifty didn't exceed 9 per cent.
Banks are clear that lending rates are not going to fall further, say Hamsini Karthik and Anup Roy.
Unless companies press the pedal on implementation, further stock price gains might be limited, says Hamsini Karthik.
Havells will acquire the entire consumer business infrastructure, people and distribution network. Plus all intellectual property of the Lloyd brand, logo, trademark and attendant rights.
Infosys, Wipro may follow suit as investors eye a piece of the large cash kitty as growth slows.
'The big elephant in the room is our misguided view about the rupee.' 'India is scared that if our currency appreciates, who will buy from us. But a breakout is inevitable.'
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