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sanjiv bhasin portfolio: It is time the elephant started to dance; Bank Nifty to outperform: Sanjiv Bhasin

“Today is a perfect occasion to catch the bears on the wrong side. I would say that this is just the start. I had told you 19,700 is coming within a few days of Diwali. 20,000 will be here by the end of this month. If I could bet on something, it would be the Bank Nifty”

Walmart Model Narayana Health Ventures Into Health Insurance, to Open Clinics & Pharmacies

narayana healthcare: Deepak Shenoy on his healthcare bet & Kotak Bank developments

Capital Mind s Deepak Shenoy believes that Narayana Healthcare should be valued at a much higher price when the Cayman Islands capex comes through and as expansion within India takes place. He stated that the cost differences between Cayman Islands and the US can lead to low-cost medical tourism which in turn will give Narayana Healthcare higher valuations.Furthermore, Shenoy owns stocks in Kotak Mahindra Bank and believes that the decision on selecting a new CEO could come from either internal or external candidates, and regardless of whoever is chosen, the bank itself will continue to thrive.

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