“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
“I do not think the market is bracing for any kind of negative surprise at this point of time. And we do think that given the earnings that we have seen so far and the fact that we have underperformed US markets, there is a scope for some sort of an outperformance once the event … Read more
“But, the whole consensus, if you look at, let us say, for example, a company like GAIL or Petronet, everybody has a sell call, but the company is delivering, ROE is at 20-22%, then at some point people will want to participate there,” says Hemang Jani, Independent Market Expert. We were just debating earlier today … Read more
Hemang Jani, Independent Market Expert, says “our overall sense is that though we might see a little bit of sideways movement or a bit of a profit booking, the broad structure of the market remains good. We will have to do a little bit more hard work in terms of what are the pockets of … Read more
Hemang Jani, Independent Market Expert, says “the way TVS has responded to the EV threat and come out with various products, makes it look very compelling and it has been the best performing stock in the last about 12 months. But in terms of valuations, I still prefer a Bajaj or a Hero compared to … Read more