Bigger and broader indices do relatively poorly as investors get selective; experts see opportunity if scrips chosen with care.
It is the fundamentals of companies that will drive stock performance.
The next 12 months will be quite challenging marked by uncertain political events and evolving macroeconomic scenario
New law could pose challenges of cost escalation, increased paperwork, fear developers.
While growth metrics for Infosys was skewed to a single vertical and it is struggling to get a handle on costs, TCS has been able to manage growth and keep cost inflation under control.
'Today, bankers don't want to take risks as the good decisions taken by them were not protected.' 'There is risk involved in all decisions, like businessmen taking risks in their businesses.' 'A banker must have taken a decision when the economic condition was different, and you cannot question him on the basis of the present situation in hindsight.' 'Naturally, this has affected the morale of bankers.'
'The approach towards Mallya is not right because his unit could have been turned around earlier with additional funds from his side and the bank's side.'
At its current stock price, RIL now has 8.4 per cent weight in the Sensex against Infosys' 8.8 per cent.
Wiping off nearly Rs 4 lakh crore of investors' wealth during the day, benchmark Sensex crashed on Friday.
Experts say investors should be careful, as even a 50-100 bps cut in rates will not help such companies if their business is not doing well. Check what is the problem and consider