Mahesh Nandurkar, CLSA says thesis of economic growth recovery stays intact, adding the brokerage house is overweight on domestic cyclical sectors in its model portfolio. Its overweights include banks and auto. Money Control, 2 days ago
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"Our preferred picks are ICICI Bank, SBI, Grasim and LT," says Mahesh Nandurkar, CLSA.Money Control, 1 month ago See 30% upside in ICICI Bank, Maruti, LT: Mahesh Nandurkar Money Control, 2 months ago
Mahesh Nandurkar of CLSA believes that whoever wins this election the big imperative call or the priority call for the new government will be creating jobs for the 50 million youth which will hit the market in the next 5 years.Money Control, 2 months ago
Mahesh Nandurkar of CLSA believes that the potential earnings downgrade cycle is pretty much behind us.Money Control, 1 month ago
10:20am HDFC and HDFC Bank merger? The Reserve Bank of India's liberal norms for affordable homes may pave way for the merger of Housing Development Finance Corporation and HDFC Bank. The central has removed reserve requirements for infrastructure ...Moneycontrol.com, 2 days ago Nifty above 7700; HDFC gains ahead of Q1 earnings Moneycontrol.com, 2 days ago
July 8 (Bloomberg) -- International demand for Indian equities is so strong that foreign-ownership limits have been breached at 17 of the biggest listed companies and the premium paid for those shares is surging. The bullishness has prompted ...La Repubblica, 2 weeks ago Mobius ready to pay premium for India stocks as inflows hit limit Smart Investor, 2 weeks ago Mobius Pays Premium for India Stocks as Inflows Hit Limit Bloomberg, 2 weeks ago
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Finance Minister Arun Jaitley on Monday said Railway Minister D.S. Sadananda Gowda's decision to hike fares was a "difficult but a correct decision". India's railway network is one of the world's largest, but years of low investment and ...NDTV Profit, 1 month ago
10:00 am Market view: Investors are still underweight on India, infact most global funds are underweight on emerging markets as a whole, says independent analyst Sandip Sabharwal. The harsh measures that Prime Minister Narendra Modi spoke about ...Moneycontrol.com, 1 month ago
12:59pm Interview Auto industry body Society of Indian Automobile Manufacturers (SIAM) released sales data for the month of May, showing signs of recovery in the sector. On the back of excise duty cut, total auto sales grew by over 13 percent to ...Moneycontrol.com, 1 month ago
We expect Sensex earnings growth of 13.5 percent in 2015 and 16.9 percent in 2016. Broad market earnings growth will likely be weaker than Sensex earnings at 8.7 percent and 13.3 percent, respectively, but considerably better than recent trends, ...Moneycontrol.com, 1 month ago
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