Siddhartha Khemka assesses Paytm s situation, noting the impact of RBI regulations on the banking business. He emphasizes the need for management changes and regulatory approvals for growth in the lending and distribution segments. Khemka also says that they have a buy rating on both Jindal Steel and JSW Steel and also have a positive view on Coal India as well as NMDC which are dependent on the overall metal pack.
Dipan Mehta advises caution and light trading ahead of the upcoming election dates. He emphasizes the importance of being in cash and watching the election results closely for investment decisions.
Dilip Cherian illustrates instances where Brand Modi s scale and visibility surpassed competitors through initiatives like Vibrant Gujarat and GIFT City, emphasizing the challenge competitors face in matching his leadership and brand image.
But nonetheless, I think even when it has not performed so much, I think if somebody has to put fresh money, I think it surely makes a lot of sense given the performance, valuation comfort, I do not see much of a challenge over there. And recently, the fact bond yields went down when you had that big dividend payout, I think there was a bit of an outperformance. So, I think you could look for some more outperformance at least over the next 6 to 12 months.
markets: Can Vodafone Idea stock trade above Rs 20 in next one year? Hemang Jani answers indiatimes.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from indiatimes.com Daily Mail and Mail on Sunday newspapers.