expert views

“In the near term, all the banks are going to have a tough time in the treasury portfolio because the interest rates have been rising,” says Amnish Aggarwal, Head of Research, Prabhudas…

“The Nifty Infra Index, has important components like , and Bharti and that will drag the market lower,” says Jai Bala, Chief Market Technician, Cashthechaos.com ET Now: When we spoke…

"We also ventured into food and beverage, surface transformation, cruise liners and so on. The portfolio of clients we have in travel now is much more resilient. It is not going to be…

"7-8 years long capex upcycle expected, with base rates high and low growth rates," says Amish Shah of BofA Securities. Edited excerpts: What are the major sectors which are showing signs of…

"The best-case scenario for would have been that the company would have got some bailout from the government. So, they can continue their operations for the next 3-4 years, and in the…

"There is no reason for the market not to continue its upward journey. The big risks, of course, are inflation and central bank action," says market expert Ajay Bagga. Can the party continue…

Anticipating very high volatility going into Wednesday and post the press conference, the markets will settle for the rest of the year, says market expert Ajay Bagga. Despite marginal FIIs…

9-10% correction from the peak is a healthy sign for the market. The bad part of the macros, whether it is a supply chain disruption, slowly is easing out. Investors are now more positive…

We probably won't see the kind of strong earnings we saw in 2021 either in the US or India and might see earnings more in the 15-20% range rather than in the 20-30% range, says John Praveen,…

Many banks have previously expanded their loan books, and that's because they have more on the retail side of lending, says Deven R Choksey, MD, KR Choksey Investment Managers. Have you…