GAUTAM TRIVEDI
'Narender surrendered to Adani, China': Congress ups ante with fresh jibe at PM
The Congress intensified its attack on Prime Minister Narendra Modi. They used the term "Narender-surrender". The party alleged Modi favored Gautam Adani's business interests. They also accused him of conceding to China's territorial claims. Congress leader Ajoy Kumar criticized Modi's diplomatic approach. Rahul Gandhi referenced Indira Gandhi's leadership in 1971.
Can India become the services factory of the world? Gautam Trivedi explains
Gautam Trivedi of Nepean Capital remains optimistic about India's EMS sector, highlighting Dixon's growth potential. He notes the US economy's strength and persistent inflation, impacting potential Fed rate cuts. FIIs are returning to India, but domestic flows heavily influence market valuations. Power and wind energy are identified as key sunrise sectors with multi-decadal growth prospects.
Gautam Trivedi on valuations, sectoral bets and India's growth themes
Gautam Trivedi of Nepean Capital discusses the recent market correction, attributing it to necessary adjustments and highlighting value in power, real estate, and travel sectors. He expresses caution regarding the IT sector's future due to AI's potential impact and anticipates significant power demand growth.
Positive on cement space, but stay selective: Gautam Trivedi, Religare Capital Markets
In a chat with ET Now, Gautam Trivedi, CEO, Religare Capital Markets Ltd, shares his views on the cement sector. Excerpts:
FIIs cheer deferment of GAAR by 2 years: Gautam Trivedi, Religare Capital Markets
Trivedi said that foreign investors are extremely happy about the GAAR being postponed by two years. He believes the issue was a major area of concern for FIIs.
- Go To Page 1
Govt needs to move quickly on divestment programme: Gautam Trivedi, Religare Capital Markets
I do not see the market coming off significantly, but the upside could be restricted because the fact is this would end up sucking out a lot of liquidity.
Markets in a consolidation phase, should rise again after a pause: Gautam Trivedi, Religare Capital Markets
We have got an improving inflation situation, and overall macro data is significantly better now than it was the same time last year.
Expect banks, infra, cement & auto to see improved earnings: Gautam Trivedi, Religare Capital Markets
'Nobody is expecting a miracle by this government in FY15 and to expect the quarterly numbers to start improving so quickly would definitely be misguided,' says Trivedi.
Positive on Gulf Oil, Hinduja Global, IndusInd Bank and Ashok Leyland: Gautam Trivedi, Religare Capital Markets
'Gulf Oil is spreading into two companies. Thus, it will be five companies, but the second company of the Gulf Oil Group has not been listed as yet.'
ICICI Bank will hugely benefit from incremental flows into private banking sector: Gautam Trivedi, Religare Capital Markets
'The number of private bank stocks that foreigners can now put in money to work is fast shrinking. I would urge people to look at that.'
See value-buying opportunity on Street in the current phase: Gautam Trivedi, Religare Capital Markets
We are still overweight the financials, overweight cement, very much overweight the construction space, says Gautam Trivedi.
Bullish on Oil & Gas: Gautam Trivedi
So we like Oil & Gas space among the PSUs. We like the PSU banks so we continue to prefer those and that is pretty much it.
Bullish on consumer goods: Gautam Trivedi
I doubt a 10% correction is possible in the consumer names but with a 4% to 5% correction in the consumer names, I would definitely look at buying those stocks.
Bullish on Lupin: Gautam Trivedi
The stocks are going continue to do well irrespective of where the currency is or irrespective of the fact that there is preference towards high beta stocks.
Feel markets running ahead of themselves: Gautam Trivedi, Religare Capital Markets
"We have found that BSE-200 in particular rallies, on an average, 12% from 3 months prior to general elections and continues even after elections."
Market is still being fuelled by foreign flows: Gautam Trivedi
"The midcap infrastructure rally seems to be driven, on the hopes of BJP coming to power in the general elections and giving a big thrust to the sector."
Bullish on Hindalco, metal space performance generally run its course: Gautam Trivedi
One stock that we still continue to like is Hindalco and some international aluminium firms in the US they are up anywhere from 5% to 9% overnight.
Market will continue to edge up if liquidity flows continue: Gautam Trivedi, Religare Capital Markets
"The market seems to be trending higher on the back of foreign flows."
Markets to edge up till foreign inflows are steady: Gautam Trivedi
"If US tapering happens after our general elections it could to an great extent offset the potential negative of tapering."
Market to remain range-bound in short term: Gautam Trivedi, Religare Capital Markets
"The fundamental situation in the country is still not improving."
Markets unlikely to rally until overall economic situation changes dramatically: Gautam Trivedi, Religare Capital Markets
"The Nifty is going to trend down another 5% to 8% from these levels."
Don’t see any reason to buy financials in near term: Gautam Trivedi, Religare
"We have been negative on financials for the past few weeks. "
Expect uptick in portfolio flows in Indian equities in Nov: Gautam Trivedi, Religare Capital Markets
"Hopefully we will see a better November. Though October did not match the flows for the previous month, but November should be a better month."
Indian markets bull run to continue: Religare Capital Markets
There has been a staggering $8 bn of net FII investments since the first week of June, so we are likely to see the bull run continue, says Gautam Trivedi.
Expect market to remain range-bound for some time: Gautam Trivedi, Religare Capital Markets
In an interview with ET Now, Gautam Trivedi, MD & Head of Equities-India, Religare Capital, speaks about the Indian economy and the markets.
Bullish on cement sector, prefer UltraTech: Gautam Trivedi, Religare Capital Markets
There is a persistent rumour in the market and again it resurfaced over the weekend that it is likely to charge both these companies royalty of 2%. So we still prefer UltraTech.
Buy Ashok Leyland at lower levels: Gautam Trivedi, Religare Capital Markets
There is one stock we still like within the CV space and would urge people to look at lower levels is Ashok Leyland.
Bullish on Infosys, auto and mid-cap IT stocks: Gautam Trivedi, Religare Capital Markets
Gautam Trivedi, Managing Director & Head of Equities-India, Religare Capital Markets, in an interview with ET Now, speaks about the GAAR regulations, their effect on the market, FII concerns and a range of stocks.
Load More
