New-age companies missing from analysts' Diwali picks
None of the consumer tech companies like Nykaa, Paytm, and Zomato makes into Diwali 2023 pick by Axis Securities, IIFL Securities, and Kotak Securities.
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Uday Kotak in no hurry to unlock value in subsidiaries
Founder-CEO feels an integrated bank is a better proxy to play India financial services story and counter cyclicality
Inflation nudged RBI to wait and watch
The Monetary Policy Committee meeting minutes reveal that its members were bogged down by rising inflation and slowing growth, which could mean status quo going forward.
Kotak Securities sees 11% upside for Sensex
Rusmik Oza of Kotak Securities shares investment themes and outlook for markets and the economy. He expects the Nifty 50 to deliver double-digit returns in 2020.
‘Will be happy with 10% return this year’
Kotak’s Sanjeev Prasad questions the optimism of India’s currency and equity markets even as the overall health of the economy is deteriorating.
