Economic Times Expert Views
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Two stock ideas by Kunal Bothra for next week
You might see some degree of bounce shaping up on the indices but that four days of selling which you have seen on the trot for the indices indicate that there could be more pain ahead in terms of individual stocks.
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How will RIL stock react to earnings on Monday? Naveen Kulkarni answers
'The subscriber numbers are slight negative no doubt but revenues have still managed to go up; EBITDA growth has been reasonably good. I do not see these aspects to be negative overall. The core operating performance looks stronger, EBITDA margin has gone up.'
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RIL Q3 show better than expected: Abhijeet Bora, Sharekhan
The operational performance across segments seems strong. The O2C plus oil and gas EBITDA is more than what the Street was working with. So, it is a better than expected result.
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Havells expecting things to be back to normal in February-March: Chairman
“Construction is still open but there is little bit of slowdown in terms of pick up by the trade. Hopefully, now with the third wave proving to be mild, we should be expecting normalised growth in the second half of February and March.”
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Asian Paints has taken inflation head on; next quarter will be good: Amit Syngle
“Our outlook is that while in January we might see some impact of price hike and Covid, going forward, inFebruary and March, we should see recovery with sales coming back strongly.”
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Can global selloff derail IPOs? Rehan Yar Khan explains
“People will wait at least for that to settle for the next two to four weeks and then take a call. That is what we are hearing from the start-ups also. But if the markets keep on falling, then those four weeks may become eight weeks and then 12 weeks.[…]
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Expect Reliance to beat or meet Street estimates in Q3: Sanjiv Bhasin
“I would expect very strong numbers and even the guidance being stronger given that GRMs are near a seven-year high. Secondly, their petchem margins will get compensated because of their gas division. All in all, Reliance numbers should beat or meet the Street estimates for today.”
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What can be the right investment strategy now? Jinesh Gopani answers
“The flow based rally seems to be stopping for now and all will depend on how the inflation is getting under control and how US yields react from here on.”
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3 bank and IT stocks to buy in this market fall: Devang Mehta
“List four-five sectors and 10-12 stocks and start deploying whenever you see this type of correction setting in the markets.”
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Budget expected to boost rural consumption due to forthcoming state polls:Sanjay Manyal
“In the last five-six quarters, we had seen a shift from the unbranded to branded consumption. Probably because of the high commodity prices, there would be a pause in rural demand and that probably is one of the reasons why we have seen the deceleration in the growth rate of[…]
ET Stocks
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Dalal Street Week Ahead: Will Nifty continue to bleed in truncated week?
Dalal Street Week Ahead: Will Nifty continue to bleed in truncated week?
The coming week is expected to see the levels of 17,750 and 17,800 acting as resistance points. The supports are likely to come in at 17,500 and 17,350 levels. The trading range is likely to get a bit narrower as[…]
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ICICI Bank Q3 Results: Profit rises 25% YoY to Rs 6,194 crore; NII jumps 23%
ICICI Bank Q3 Results: Profit rises 25% YoY to Rs 6,194 crore; NII jumps 23%
The bank reported a 23 per cent YoY jump in net interest income (NII) at Rs 12,236 crore from Rs 9,912 crore in the same quarter last year.
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Nasdaq 100’s unrelenting declines ring a dot-com bust alarm bell
Nasdaq 100’s unrelenting declines ring a dot-com bust alarm bell
A full week of big down days hasn’t happened since the dot-com bubble burst, first in April 2000 and then in September 2001. Back then, the Nasdaq went on to fall another 28% before the market bottomed roughly a year[…]
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Wall Street Week Ahead: Investors shelter in US regional banks as Fed hikes loom
Wall Street Week Ahead: Investors shelter in US regional banks as Fed hikes loom
Regional banks make a hefty chunk of their revenues from net interest margins, boosting their appeal as investors increasingly expect the Fed to hike interest rates more aggressively this year to control inflation. The central bank meets next week and[…]
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YES Bank Q3 Results: Lender posts 77% YoY jump in profit at Rs 266 crore
YES Bank Q3 Results: Lender posts 77% YoY jump in profit at Rs 266 crore
The bank reported a 31 per cent YoY drop in net interest income (NII) at Rs 1,764 crore from Rs 2,560 crore in the same quarter last year. Net interest margin (NIM) for the quarter came in at 2.4 per[…]
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ETMarkets Investors' Guide: Sectors that may gain the most from Budget sops
ETMarkets Investors' Guide: Sectors that may gain the most from Budget sops
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Robert Vinall's tips to evaluate good businesses to seek stellar returns
Robert Vinall's tips to evaluate good businesses to seek stellar returns
According to Vinall, when investors start their careers they rightly place a lot of emphasis on their analytical abilities and so they try and understand what a company does and analyse the various risks involved in all the different parts[…]
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Pre-Budget jitters to keep bears in control of D-Street
Pre-Budget jitters to keep bears in control of D-Street
As the budget approaches, these tremors in the domestic markets are expected to continue in the coming week as well. History suggests that in 7 out of the last 10 years, Indian indices have delivered negative returns or remained range-bound[…]
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S&P 500, Nasdaq post worst weeks since pandemic start as Netflix woes deepen slide
S&P 500, Nasdaq post worst weeks since pandemic start as Netflix woes deepen slide
"It has really been a continuation of a tech rout," said Paul Nolte, portfolio manager at Kingsview Investment Management. "It's really a combination of a rotation out of technology as well as very poor numbers from Netflix that I think[…]
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YES Bank Q3 results today. Analysts see losses; NII may plunge up to 35%
YES Bank Q3 results today. Analysts see losses; NII may plunge up to 35%
Kotak Institutional Equities is expecting the lender to report Rs 217.80 crore in losses for the quarter compared with a profit of Rs 225.50 crore in the September quarter and Rs 150.70 crore in the December quarter last year.
ET Companies
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Geojit Financial Services appoints Jones George as Executive Director
Geojit Financial Services appoints Jones George as Executive Director
Geojit has been inducting experts from varied fields to its Board of Directors to grow its business further and strengthen operational efficiency. In December last year, the company appointed eminent Chartered Accountant, Cost Accountant, and Company Secretary MP Vijay Kumar[…]
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PFS refutes charges of independent directors citing governance lapses
PFS refutes charges of independent directors citing governance lapses
The company’s acting chairman and managing director Rajib K Mishra said the Management of PTC India Ltd is committed towards corporate governance of highest standard in its functioning as well as of its subsidiaries.
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How sustainability can help businesses stay relevant in future
How sustainability can help businesses stay relevant in future
The four key factors driving the shift towards universal automation include embracing next-gen transformation, achieving efficiency and resilience, sustainability, and people-centricity.
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All independent directors of PTC Financial Services resign citing governance issues
All independent directors of PTC Financial Services resign citing governance issues
The three independent directors – Kamlesh Shivji Viakmsey, Thomas Mathew T and Santosh B Nayar -- have flagged serious concerns on conduct on the management of the PFS India led by managing director and CEO Pawan Singh. In their resignations,[…]
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Videocon Industries RP invites expressions of interest by February 2
Videocon Industries RP invites expressions of interest by February 2
Venugopal Dhoot promoted Videocon Industries was admitted for resolution by NCLT in June 2018. It has verified secured creditors’ claims of Rs 58519 crore.
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Ex-Blackstone India MD picks 20% in Palred Tech
Ex-Blackstone India MD picks 20% in Palred Tech
Former Blackstone India co-head Mathew Cyriac, has bought close to 20 percent stake Palred Technologies for around Rs 32 crore as the Hyderabad-based firm looks to expand its operations.
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Advocacy group FCRP flags concerns over resolution professional appointment in Srei matter
Advocacy group FCRP flags concerns over resolution professional appointment in Srei matter
The RBI superseded the two companies' boards on October 4, 2021, citing governance issues and defaults. On October 8, the RBI referred these companies to the Kolkata bench of the National Company Law Tribunal for resolution.
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2021 sees a dip in launch of online-only firms
2021 sees a dip in launch of online-only firms
About 215 D2C firms were founded in 2019 and 2020 each, according to the latest numbers by Tracxn, a market intelligence provider for private company data.
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Lessons learnt, India Inc was better at surfing the third Covid wave
Lessons learnt, India Inc was better at surfing the third Covid wave
The experience gained by dealing with the previous two Covid outbreaks are helping manufacturers better manage supply-chain issues and deal with a curtailed workforce, ground reports show.
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India on path of encouraging ease of doing business: Anil Agarwal
India on path of encouraging ease of doing business: Anil Agarwal
"We fully agree with PM Shri Narendra Modi Ji at #DavosAgenda that it's the best time to invest in India. It is a great opportunity for entrepreneurs to identify partners and investors to collaborate with them, as general consciousness is[…]
