“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,” says Hemang Jani, Independent Market Expert.But the interesting bit is despite the fact that … Read more
“In North America, Revlimid is the key contributor and again, speciality drugs for Zydus Lifesciences that will keep on increasing EBITDA margins towards 29-30% and also in the valuation-wise Zydus Life is not trading at much higher valuations like Sun, therefore we feel that Zydus Life is also a second stock which can see good … Read more
“There might be some psychological or emotional reaction in a shorter term, saying government would not be able to carry out this reform, that reform, but I do not think structurally speaking anything would change,” says Vikas Khemani, Carnelian Asset Management.The main plank of this government’s politics or one would say this entire canvassing has … Read more
The Indian market is expected to consolidate on Wednesday tracking muted global cues. The S&P BSE Sensex fell more than 300 points while the Nifty50 closed below 21,700 levels on Tuesday. The Nifty future closed negative with losses of 0.62% at 21,754 levels. India VIX was down by 0.68% from 14.68 to 14.58 levels in … Read more