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Bullish on banking for 2015; buying Indian mkt: Kotak UK

Nitin Jain, principle investment manager, Kotak UK says some FIIs booked profits in the last few days. He has been buying the Indian market and is bullish on the banking sector for 2015.

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Here are some stock picks from Hemant Thukral

Watch the interview of Hemant Thukral of Aditya Birla Money with Latha Venkatesh Sonia Shenoy on CNBC-TV18, in which he shared his reading and outlook on market and specific stocks.

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Consolidation in PSB space key for strong growth: Experts

A bank union has suggested to Prime Minister Narendra Modi that banking sector reforms should focus on the objectives of bank nationalisation and initiate stringent measures for recovery of bad loans.

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Nifty may test previous highs before Budget: P Lilladher

Ajay Bodke of Prabhudas Lilladher believes that the government needs to push through as many administrative reforms as it can and also take up pending reforms such as the land bill to make it easier...

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Cabinet may pick up land, mining ordinances this week

The land ordinance will not change Land Act Compensation Clause. It is only aimed at simplifying land acquisition for PPP projects and may do away with social impact study for PPP.

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Only mining ordinance can't solve all crises: Sushil Maroo

Sushil Maroo, CEO at Essar Energy is hopeful of the mining ordinance bringing more clarity to the industry with respect to transfer of mining licence ownership as well as demarcation of powers between...

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See rate cut post Budget; lower lending rate in '15: HDFC

According to Keki Mistry of HDFC, though inflation is low, RBI will wait for the Budget – see the fiscal deficit number and the Budget fineprint – before lowering rates. Lower rates, in turn, may...

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Go long in Nifty, Bank Nifty; buy midcaps: Sukhani

According to Sudarshan Sukhani most PSU banks offer themselves as a buying opportunity as the uptrend in these stocks is confirmed.

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Blue Star eyes Rs 150-175 cr rev in FY18 post Eureka tie-up

Blue Star will provide the refrigeration technology and Eureka will provide the purification part for this in-built water purifiers, said ED, B Thiagarajan.

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Short Tata Motors, DVR may outperform: Siddharth Bhamre

According to Siddharth Bhamre of Angel Broking, one may short Tata Motors at around Rs 500-505.

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Arm restructuring to reduce debt to below Rs 5000 cr: JSL

Shareholders will get one share of Jindal Stainless Hisar for every share held in Jindal Stainless.

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Short ICICI Bank, Axis Bank: Siddharth Bhamre

Siddharth Bhamre of Angel Broking advises shorting ICICI Bank and Axis Bank.

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Short Ashok Leyland at around Rs 53.5-54: Siddharth Bhamre

According to Siddharth Bhamre of Angel Broking, one may short Ashok Leyland at around Rs 53.5-54.

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Land Bill's consent clause removal major win: Mah Lifespace

Speaking to CNBC-TV18, Arun Nanda, chairman, Mahindra Lifespace says that by the removal of the consent clause, the government is attempting to protect the interest of farmers.

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May get Rs 600-700 cr for entire stake in CARE: IDBI Bank

BK Batra, executive director and group head - corporate banking of IDBI Bank says the timing seems right to monetize a part or its entire stake in CARE. He believes the bank can get between Rs 600...

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Mkt ranged; no instant gains from land ordinance: Badshah

Taher Badshah of Motilal Oswal AMC says from a one-year perspective, earnings will have to grow upward of 15% to push the market ahead. So the government reforms will have to fall into place for the...

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Rupee unlikely to hit 70/$; see calibrated fall: Federal Bk

The government's recent ordinances show the intent of the government on fiscal reforms and it will have a positive impact on FII inflows and also the money that is already in India, says Ashutosh...

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Here are Siddarth Bhamre's few trading ideas

Watch the interview of Siddarth Bhamre, Angel Broking with Latha Venkatesh Sonia Shenoy on CNBC-TV18, in which he shared his readings and outlook on market, specific stocks and sectors.

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Hope to maintain 25-30% growth in loan book: Repco Home Fin

V Raghu, executive director, Repco Home Finance says the company will pass on lower rate benefits to its customers if the central bank decides to lower rates anytime soon.

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Next bull mkt to be led by housing fin cos: Equity Desk

Basant Maheshwari, founder of The Equity Desk prefers Hawkins when compared to Prestige on the grounds that it is more focused on high return on equity or RoE. He believes Repco Home Finance will be...

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