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Why the capital cycle approach is a powerful framework for long-term investing
Edward Chancellor advocates the capital cycle approach, urging investors to focus on industry supply, capital allocation and management quality instead of demand forecasts. He argues disciplined capacity, rational competition and long-term thinking can uncover overlooked opportunities and deliver superior investment returns.
Why Investec is bullish on India's electronics export story
India's recent trade agreements and rising investments in manufacturing are helping improve the country's position in global supply chains. According to Investec Capital Services' Head Equities Mukul Kochhar, electronics exports are among the best-placed segments to benefit from this trend. Besides EMS, he sees strong opportunities in original design manufacturing (ODM) and defense electronics as Indian companies deepen their presence in the global electronics market. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Order outlook matters more than valuations in capital goods stocks, says AlfAccurate MD
Rajesh Kothari, Managing Director at AlfAccurate Advisors said investors should focus on the business cycle and visibility of fresh orders over the next three to four years rather than near-term earnings. He pointed to the strong opportunity in HVDC projects and said capital goods companies can continue generating returns if order inflows remain healthy. According to him, slowing orders, rather than expensive valuations, pose the bigger risk for the sector. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
IndiGo shares gain 2% after analyst meet. Why Goldman, Morgan Stanley, others see up to 38% upside?
IndiGo shares witnessed an uptick on Tuesday after its analyst meet, where management outlined strong long-term growth plans driven by rising air travel demand and international expansion. Brokerages including Goldman Sachs, Morgan Stanley, Motilal Oswal and Elara Capital reiterated bullish views, seeing up to 38% upside despite near-term geopolitical and fuel-price risks.
Chola Securities' Dharmesh Kant sees BFSI earnings revival; likes IndusInd Bank, Axis Bank
Despite recent market volatility, Dharmesh Kant, Head Research at Chola Securities, believes investors should focus on bottom-up stock picking. He expects the banking and financial sector to emerge as a key earnings driver as stable interest rates support margins and treasury income. Among his preferred ideas are Aurionpro Solutions, Tata Technologies, IndusInd Bank, Axis Bank, Bank of India and Aadhar Housing Finance. He also remains positive on the long-term growth prospects of exchanges, AMCs and other capital market plays. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
LTIMindtree Shares in Focus: PL Capital Sees Limited Upside, Maintains 'Hold' — Check Target Price
PL Capital highlighted LTIMindtree's long-term strategy centred on AI-led transformation, with management targeting doubling of USD revenue by FY31, implying a 15% CAGR, along with 200 bps margin expansion.
Millenia WB Yield Fund commits Rs 41 crore for villa project in Hyderabad
WhiteBoard Advisory and Management, along with Casagrand, have secured SEBI approval for a Rs 500 crore fund. This capital will fuel growth for residential projects, with initial focus on Chennai, Bangalore, and Hyderabad. The fund aims to deliver yield-based returns to investors. Casagrand, a leading developer, is also pursuing an IPO.
UltraTech stays Avvashya Capital's top pick as Ambuja, Shree shift focus to profitability
Avvashya Capital Fund Manager Mangesh Bhadang believes the Indian cement industry is finally becoming more disciplined after years of aggressive capacity expansion. He said leading players such as Ambuja Cements and Shree Cement are now shifting focus towards profitability as weak pricing and lower returns continue to pressure the sector. Bhadang continues to prefer UltraTech Cement, citing its strong execution, consistent volume growth and industry-leading profitability. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Billionaire-backed Kotak Bank open to deals as CEO touts capital
Kotak Mahindra Bank is exploring acquisitions to deploy its surplus capital and expand its scale, CEO Ashok Vaswani said. The lender has a strong capital position, with a capital-to-risk ratio of 22.6%, allowing it to consider even deals above $1 billion, though it will assess whether targets fit its strategy, valuation and management focus.