Expert Views
India's decade has to be SBI's decade, says new chairman CS Shetty
The State Bank of India (SBI) is enhancing its technology and digital footprint, adding 50,000 to 60,000 savings accounts daily. Chairman CS Setty anticipates steady credit growth and a strong corporate balance sheet. SBI is targeting growth in MSME and agriculture sectors, with aspirations to surpass Rs 1 lakh crore in profits.
Earnings cuts in QSRs seen in the last six months likely to continue: Kunal Vora
Kunal Vora from BNP Paribas discusses market fragmentation due to the rapid growth of food aggregators, affecting QSR companies' performance. Expectations remain high with 15-20% revenue growth and margin expansion, but recent trends show slower growth and intense competition. Earnings cuts are anticipated as the sector continues to face challenges.
Will global risks and slower credit growth cloud India’s GDP outlook? Sonal Varma answers
The global factors I think is the biggest risk factor to watch over the next 6 to 12 months. We have seen some shake in terms of the US employment situation. As of now it still looks a moderation rather than a big slowdown in US growth, but that could potentially be something of a risk we need to monitor.
Can Motilal Oswal be a double-engine compounding machine like Berkshire Hathaway? Raamdeo Agrawal answers
Motilal Oswal Group's Chairman, Raamdeo Agrawal, discusses the company's investment strategies as well as its efforts to emulate Warren Buffett's model. He shares insights on market timing, the importance of buy-and-hold strategies, portfolio concentration, and how Motilal Oswal is balancing its operational and treasury income to create a sustainable growth engine.
Raamdeo Agrawal on price, value & how Buffett's Berkshire Hathaway could end up with $10-20 trillion net worth
Raamdeo Agrawal of Motilal Oswal Group discusses the importance of understanding value over price for every investor and also highlights Warren Buffett's achievements and investment strategies. He praises Buffett's 20% compounded growth over decades and notes that Buffett's limited investment in India despite significant Indian contributions to Berkshire Hathaway's success.
Vikas Khemani on why waiting for dips could be costly for long term investors
Especially when one is long term investor, one is looking to allocate capital from medium to long term perspective, it makes no sense to kind of keep looking for that. Idea is to invest into companies which have fundamental sustainable long-term growth, sectors which have a lot of tailwinds.
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21 stocks sending out weak signals on MACD charts
Data showed 21 stocks are showing bearish trends. They included Tata Steel, Biocon, Asian Paints,
Dolly Khanna exits her long-term stock bet Nocil
Dolly Khanna was gradually trimming her stake in the company since holding 2.14 per cent stake in
Market Movers
Markets Videos
Sandip Sabharwal sees little chance of rerating in Reliance; no upside in auto unlikely in near term
Sandip Sabharwal provides insights on Reliance Industries' investment cycle, potential challenges, and growth in new-age businesses. He discusses the positive impact of unrestricted ethanol production and the current state of the auto sector. Sabharwal also touches on the evolving consumer tech and fintech landscape and the implications of a global rate cut cycle.
Emerging market equities excluding China can outperform over next 3 years: Matt Orton
We are finally seeing increased market breadth translate into increased price breadth and despite some of the heavyweight names being down in today's session, the overall market still held up okay and a lot of stocks did well.
AI prospects bright despite corrections; at vanguard of Fourth Industrial Revolution: Arnab Das
Arnab Das from Invesco EMEA discusses the ongoing industrial revolution driven by AI, cautioning about current market hype. While AI promises to boost productivity and efficiency, market valuations may be exaggerated. Companies like Nvidia are central to this change, yet broader economic factors and technological adoption pace will shape future outcomes.
ETMarkets Smart Talk | Rate cuts signal weakening US economy, caution advised despite 'risk-on' sentiment: Aashish P Somaiyaa
Everybody views interest rate cuts very positively. However, I believe one needs to think a bit counterintuitively or with second-order thinking. The reason being that rate cuts and the magnitude of change in expectations can only occur with weakening economic data.
Expect innovation and 35% plus growth for new businesses: Puneet Chhatwal, India Hotels
Puneet Chhatwal, MD & CEO of IHCL, discusses the expected long-term growth in India's hospitality sector. He highlights the increasing demand for talent and business travel, and IHCL's strategy of launching and re-imagining properties. Chhatwal anticipates significant contributions to the economy, with double-digit growth fueled by innovative initiatives and strong market demand.
Sudip Bandyopadhyay on whether it is a good time to book profits in Trent
Of course, we can debate the valuations and things like that, but fundamentally IT as a business should do well in the near future. As far as FMCG is concerned, the reason, again, I must mention that rural demand was really-really weak and that has now started improving. The green shoots are visible.
Reliance plan to double Jio, Retail revenue in next 3-4 years not very ambitious? Deven Choksey explains
Reliance plans to double its revenue and EBITDA for Jio and retail in the next three to four years. They are focusing on AI-driven applications and omni-channel retail growth. Additionally, the new energy segment, led by Anant Ambani, aims to surpass the O2C business in profitability within five to seven years.
What should investors do with Paytm stock? Sudip Bandyopadhyay answers
Bajaj, for a long-term investor, is good. Anyway, they are doing all kinds of good things, ticking all the right boxes. As far as four wheelers are concerned, I will be a little cautious at this stage not because of anything else but the valuation. I would rather play the auto sector through auto components, auto ancillary companies, and that is a place where the opportunities are much bigger according to me at this stage.
We have 0% exposure in defence stocks, have started nibbling into banks: Jyotivardhan Jaipuria
Jyotivardhan Jaipuria from Valentis Advisors shares insights on investments in bank stocks due to their undervaluation. He says, over time, one has to buy bank stocks because it is one of the few cheap places left in the market today. He discusses challenges in the cement and IT sectors, the high valuations of defense stocks, and emphasizes a long-term strategy for profitability as industries consolidate and recover.
SME IPOs: Why tighter norms are needed for merchant bankers & social media, says Ashvin Parekh
Ashvin Parekh highlights the critical need for enhanced regulations and transparency in India's SME IPO market. He emphasizes the roles of regulators, merchant bankers, and social media in mitigating misuse and protecting investors to ensure the market retains its credibility and does not suffer due to fraudulent activities and misinformation.
