Santosh Rao, Head of Research & Partner at Manhattan Venture Partners, suggests a barbell strategy for investments in both the US and India. The approach focuses on technology and cyclicals in the US, while in India, the emphasis is on high-quality pharmaceuticals and industrials, anticipating growth driven by government policies and a strong consumption economy.
Posts in category All News
IRCTC shares 1.55% as Nifty gains (22-11-2024)
A total of 44,838 shares changed hands on the counter till 12:11PM (IST).
IDFC First Bank Limited (22-11-2024)
Its not “we”, its VV who seems like always looking for one or other reason to put some extra provisions. Assume that this news came before results in October-end. Don’t you think he would have provided for this too? Bank would have gone in red with that.
Take swift action against Army staff behind ill-treatment of civilians: Mehbooba Mufti to J-K govt (22-11-2024)
Mehbooba Mufti, president of the Peoples’ Democratic Party, called upon the Jammu and Kashmir government to take action against army personnel accused of mistreating civilians in Kishtwar district. Mufti’s demand follows allegations that soldiers beat five civilians during anti-terror operations on November 20. The Army has initiated an investigation into the incident.
India private sector growth continues to grow strongly in November (22-11-2024)
However, this strengthening of operating conditions came amid intensifying cost pressures and the steepest upturn in selling prices since February 2013. Manufacturers experienced faster expansions in new orders and output than services firms, but it was among the latter where job creation was most pronounced. The latest increase in service sector employment was the fastest since the survey began in December 2005.
NGL Fine-Chem (Animal Health + Human Health + Vet Formulations) (22-11-2024)
In all these small companies, the promoters treat the company as private pocket to short charge the investors.
Goldman Sachs expects oil prices to remain around $80/bbl in 2024 (22-11-2024)
Oil prices rose on Friday, with Brent futures reaching $74.37 after Russia announced it had fired a ballistic missile at Ukraine and warned of a potential widening conflict
IDFC First Bank Limited (22-11-2024)
There should be no direct impact on the companies or bank shares, but market works on perspectives and days like these give big shocks/opportunities to people depending on their emotions, perceptions, and risk behaviors.
Anyways this issue is becoming more like a hit-job (like Hindenburg) and market emotions are back to new “normal” – FIIs selling 5000 odd crores and DIIs trying to cover all of it.
Infosys gets $3.28-mln penalty from Georgia Govt (22-11-2024)
Infosys informed that it has received intimation from the Georgia Department of Labor, USA regarding the levy of a penalty and pending tax payment worth $3,281,960.97.