In a freewheeling interview with India Today Group's Global Business Editor Udayan Mukherjee, Kotak Equities' Managing Director Sanjeev Prasad believes that growth momentum in banks will sustain. Prasad expects a 5.5% growth over the next fiscal. Adds that he doesn't expect any major headwinds or tailwinds on the interest rate front as he expects a sharp slump in inflation going forward. He also shares his outlook on auto stocks..
India Today Group's Global Business Editor Udayan Mukherjee talks to one of the icons responsible for birthing the investment banking industry in India. Hemendra Kothari partnered with the likes of Merrill Lynch and Blackrock when India was a mere speck in the global investment banking map. He is a man who had held on to his beliefs, and his principles and now chairs DSP Investment Managers.
Macros in India look good. In an environment where the world underperforms, India will have an advantage,says Market Guru Vetri Subramaniam, Chief Investment Officer at UTI AMC. Express caution over vulnerability of the Indian market, says the street has not priced in cyclical setbacks. Believes adverse external factors could dent consumer sentiment and impact animal spirits in select sectors.
Catch Udayan Mukherjee, Global Business Editor, Business Today TV In An Exclusive Conversation with Ameera Shah, MD, Metropolis Healthcare. Ameera Shah said that it's not the brand that drives the trust, it's the operational excellence that drives the trust.
Catch Udayan Mukherjee, Global Business Editor, Business Today TV In An Exclusive Conversation with Ameera Shah, MD, Metropolis Healthcare. Shah said that it is very difficult for competitors and leaders to grow as many more players have joined the healthcare space. "This space is going to be a mixed bag and we have to wait and watch how this industry develops", she added.
Speaking with Business Today's Global Business Editor Udayan Mukherjee, Metropolis' Ameera Shah talks about growth synergies in the sector, and shares her view on the demand scenario in the Indian diagnostics space. Catch the full conversation here.
Market guru Andrew Holland lauds a rotational play on the bourses, say tyres, paints, and oil marketing companies will keep things buoyant. With slowing rate hikes, Holland expects money to return to the emerging markets in the new year. Also, bets on auto ancillary and passenger vehicle makers, says India's consumption story is here to stay. Catch Business Today's Global Business Editor Udayan Mukherjee in conversation with market guru Andrew Holland of Avendus Capital.
Catch #UdayanMukherjee in an exclusive conversation with ‘The FMCG Powerhouse’, Mohit Burman, Chairman, Dabur India. “We just acquired a listed business which is Eveready Industries, which is one of the oldest companies in India, we historically had a second listed company called Dabur pharma, and as of now, we have two. On being asked whether Taco Bell will get listed on Dalal Street? “We are scaling up that business, we are the master franchisees of Taco Bell, it's a brand owned by yum restaurants, who own KFC and Pizza Hut as well. So, we are putting a lot of capital and we are opening one a week and I think I'll be should in the next uh 18 months reach critical mass and then we will be able to evaluate whether we are open for a listing or not,” Burman said here.
Catch #UdayanMukherjee in an exclusive conversation with ‘The FMCG Powerhouse’, Mohit Burman, Chairman, Dabur India. On soaring inflation, Burman said input costs had gone up and it would be difficult to pass it on to the consumers due to which margins could take a hit. Burman highlighted that Dabur India had witnessed volume growth in business. On being asked about the rural slowdown, Burman said, in the last six quarters, the urban market had been growing at a faster pace. “We are facing a little bit of a problem there, but we are coming out with smaller pack sizes, more value-added packs, different product ranges, which cater to the rural market. I don't foresee the problem will last too long. I think there will be a recovery in the next few quarters,” Mohit Burman said.
Business Today TV’s Market Guru Emkay Global’s Krishna Kumar Karwa on his top bets in the current market, says earnings will continue to deliver over the next 6 to 12 months and also remains bullish on manufacturing space over the medium term…
Markets Hit New Highs, More upside? What do the markets at these levels mean for investors? Hear out Udayan Mukherjee’s, Global Business Editor, Business Today TV view on current trends in the Indian stock markets.
Dabur: The 138-year-old FMCG giant. Legacy in the hands of the 5th generation
How inflation is impacting the FMCG industry. Dabur is growing despite difficult times, and the rural market will recover next year, says Mohit Burman, Dabur India. Catch #UdayanMukherjee In An Exclusive Conversation With ‘The FMCG Powerhouse’, Mohit Burman, Chairman, Dabur India. Listen in here to know more ..
Udayan Mukherjee spoke to Rajiv Thakkar, CIO and Director, PPFAS Asset Management for the Market Guru segment. The market expert talks about the sectors he is bullish on and where one needs to be cautious. Listen in to know Thakkar's market strategy and whether it is the right time to invest in the Banking sector.
Udayan Mukherjee, Global Business Editor, Business Today TV in an exclusive conversation with Punit Renjen, Global CEO Deloitte. Punit Renjen said, Rohtak Foundation Scholarship was a stroke of luck and certainly changed the trajectory of my life. It is really important to never forget where you are from. Renjen further added that "when you look back at your life there are certain inflection points and Rotary Foundation was certainly an inflection point". Punit Renjen, still considers himself more of a “Rohtak boy” who made it big in the land of opportunity.
What are the market triggers this week? Hear out Udayan Mukherjee’s, Global Business Editor, Business Today TV view on current trends in the Indian stock markets. In any case, I think volatility is too low to support major rallies. Chances are that markets may outback more. There are no major global triggers, new digital stocks, on Nykka stocks. I won't be surprised to see if Nykka goes back and see its lows, zomato, policy bazar, and digital space. And, is waiting for special cues.
Journey of the man who took Deloitte to the top. What is the mantra behind Deloitte’s success? From Rohtak to the top of the corporate ladder. Fending off the likes of KPMG, E&Y, and PwC. A small-town boy who made it huge. Catch Punit Renjen, Global CEO, Deloitte in an exclusive conversation with Udayan Mukherjee, Global Business Editor, Business Today TV. Renjen said, nowadays businesses are cognizant of climate change and they are also focussing on mental health. Talking about the pandemic era, Renjen said, the pandemic had silver linings as well. He also talks about India’s multi-faceted growth story.
There are so many demands on money, but we need money for poverty alleviation, building infrastructure, and repairing the Ukraine spending money for climate change. The big difference between individuals and governments is that governments don't have that constraint because they can print money. So, I think, ”we have this trade-off whenever in history you have a lot of debt and a lot of financial assets, it becomes very difficult for those to be balanced. Now we're having this adjustment away from that. So, central banks try to balance growth and inflation. So, it will be a difficult balance which creates an environment of stagflation. Catch Udayan Mukherjee With Ray Dalio, Founder, CIO Mentor & Member, Bridgewater Board.
The world’s most influential hedge fund manager Ray Dalio finds great potential in India. Ray Dalio says he uses various indicators and believes India should have the highest growth rate going ahead. In an interview with Business Today TV's Udayan Mukherjee, Ray Dalio Founder, CIO Mentor & Member, of Bridgewater Board, said India was opening up to the global capital markets and if that continued, it would be good for the capital market in India, in terms of capital flows. Listen in here-