Dr Fereidun Fesharaki, Founder & Chairman, FGE, says the long-term oil price will be about $70 a barrel in real terms and this view holds for the next 20 years. Increasing carbon costs are supporting crude prices. But we do not see the prices going below $70, we do not see a $40, $50, $30 … Read more
Cameron Brandt, Director of Research, EPFR Global, says equity investors are treating market volatility as something of an opportunity and there is a bit of buying. Investors are coming in on lower valuations and cheaper entry points for ETFs in key markets. However, as investors are taking some risk off the table in high-yield bond … Read more
“Few percentage point here and there does not matter as much as certainty does. So, outcome after elections, a good budget, both would have a positive impact,” says Prateek Agrawal, Motilal Oswal AMC. I am looking at the market positioning, what FIIs have done, what DIIs have done, what the retail participation is. Why is … Read more
Ramesh Chandra Mansukhani, Chairman, MAN Industries, says the guidance for FY25 would be around Rs 4,000 crore which will be 25-30% growth. This year we closed Rs 3,200 crore while last year it was Rs 2,200 crore. The growth will be roughly Rs 4,000 crore and we are estimating EBITDA between Rs 400 and 450 … Read more
Siddhartha Mohanty, Chairperson, LIC, says they have moved from Rs 5,82,000 crore to Rs 7,27,000 crore and there’s a very huge growth in our India embedded value. It comprises all their businesses as well as other factors which contribute to growth, so that growth rate will continue and the market should trust us. Mohanty expects … Read more
Himanshu Mody, CFO, Suzlon Group, says Suzlon alone has a Make in India turbine, based on the principles of Atmanirbhar Bharat. The technology is their USP. It is the only turbine that is tailor-made or customised for India’s weather conditions, whereas most of the competition – whether from the west or the east – do … Read more
Prasad Sawant, Advisory Head, IIFL Securities, says Mirae Asset, this NYSE FAANG Plus ETF and also Edelweiss US Technology Scheme has also given more than 80% return. Others, like Motilal Oswal Nasdaq 100 ETF have given 20-25% return in the three-year range. Active schemes like DSP US Flexi Cap have given returns in the range … Read more
Ramesh Mantri, CIO, WhiteOak Capital AMC, says when we look at combined fundamentals and valuation, there are some sectors where fundamentals are very strong, but valuation is very high like industrials, capex related and then smaller industry segments like defence, electronics and manufacturing. The fundamental corporate earnings have been good but the valuation is high. … Read more
Rajiv Rattan, Founder & Chairman, RattanIndia, says renewables could be a natural extension for the company and the cash coming out of the power business will give them the freedom to pursue anything related to energy. As and when they decide on that, they will announce to the markets. As the coal-based plant provides solid … Read more
Neerja Chowdhury, Journalist & Political Commentator, says BJP leaders are super confident that they are already home and dry. It goes without saying that the BJP will form the government. Whatever be the number, BJP is going to be the single largest party and is likely to be invited by the Election Commission of India … Read more