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BT500: 'Global impact of rate hike a near-term headwinds for Indian economy,' says Nomura's Aurodeep Nandi

"The way I think is - 2023 has been the paap (sin) and 2024 is going to be prayaschit (atonement)," said Nandi. ....

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BT500: 'Tragic to see rural India is most under-financed,' says IDFC First Bank MD & CEO V Vaidyanathan

During the discussion on 'Financial Roadmap To $5 Trillion Economy', Vaidyanathan talked about changes in infrastructure financing, digital infrastructure, cyber risk, and the arrival of more NBFCs (Non-Banking Financial Companies). ....

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Daily Voice | Samvat 2080 should be better than past year with largecaps rebound, says Santosh Joseph of Refolio

In the given circumstance and current scenario, it is more or less likely that the present government will have a higher chance at winning peoples mandate to form the Government, says Santosh Joseph of Refolio. ....

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Be overweight on largecaps, equal-weight midcaps and underweight smallcaps, says Kotak's Nilesh Shah

Small cap stocks are at about 20 premium over the historical average. Earnings growth in small and mid-cap stocks will likely outpace large cap names, but the certainty of large cap earnings growth is far higher, said Shah ....

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Nilesh Shah on Israel impact: Need for correction as Indian markets expecting perfect 10/10 score despite rising oil, higher rates and premium valuation

Neither US interest rates nor oil prices can remain higher for long. Both have their own self-correcting mechanism and higher oil prices create alternative sources, said Nilesh Shah ....

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