recession fears: Not inflation, the market is more worried about recession: Viral Berawala

“If the conflict resolves, the possibility of hard landing inflation might come down. So from October onwards, the inflation prints would look very good because of the base effect and will tend to keep going down. The issue is a little different in our view. The issue is about the hard landing, ”says Viral BerawalaDirector, … Read more

s naren: S Naren on why the next bull market may not see many leadership change

“ I don’t think Indian investors have made as many mistakes as investors in the US. Look at the number of loss making IPOs in the US. They were very high. There was a category of IPOs called SPAC and those IPOs looked very illogical to me. They did not happen in India and so … Read more

iifl finance: Nirmal Jain on how IIFL Finance aims to keep cost of capital low even as rates rise

“We have not only met all our obligations, we were never desperate to borrow at any exorbitant rate. Not only that, we had enough cash or liquidity to grow our book and that now allows us to negotiate better with the lenders and despite upward pressure in the environment or in the system, we have … Read more

siddhartha khemka: Can banks take market leadership from here on? Siddhartha Khemka answers

“We are quite positive on and from a one-year perspective, we have a target price of almost Rs 3,000 on a SOTP basis,” he says. Siddhartha KhemkaHead of Retail Research, MOFSL. What do you make of the markets at the moment? While there is weakness at the frontline index, Bank Nifty is pulling weight for … Read more