AMNISH AGGARWAL

Amara Raja and Exide have re-rated with a new energy focus, positioning for growth in evolving markets. Coming to aviation IndiGo stock has given a very sharp rally over the past six months, so the incremental returns may be more measured but at the...

“Mahindra & Mahindra continues to be an exception where the volume growth continues to be good, both in UVs as well as if you look at the tractors, tractors after last year's decline are turning to be positive, although the valuations are rich, if a...

We expect the NDA government to sustain focus on capex-led growth around PLI, Roads, Ports, Aviation, Defence, Railways, and Green energy, given a 20 bps lower fiscal deficit in FY24 (Than RE), normal monsoons, and Rs 2.1 lakh crore dividend from RB...

Elections is a very important event and we are now just I think three trading days away from it. We had issued a note to our clients in which we had identified a few sectors and the scripts which would be doing well irrespective of the outcome of el...

​So, everything is getting linked to how the Chinese demand pans out and how the steel prices. And if the global steel prices rally from here, then these stocks can even give returns on the current levels.

Amnish Aggarwal, Director - Institutional Research, Prabhudas Lilladher, says: "The markets are range-bound to positive due to the upcoming elections. NDA's return is expected. India's weight in the MSCI index is increasing. Management commentary ha...

Amnish Aggarwal of Prabhudas Lilladher says: "The entry of Grasim into the paints space may have an uncertain impact on the valuation, market share, and sustainability of Asian Paints and Berger. While initial gains are possible, the upcoming festiv...

“ if you look at most of the largecap names like Reliance, HDFC Bank and if you look slightly longer over the last say 12 months or so, even ICICI Bank has not done anything. Given the fact that both Reliance and HDFC Banks stocks have got a conside...

“The entire capital goods is one pack which looks very interesting to us. Hospitals is another segment which we are very positive about. Third sector is private sector banks where the valuations are at a multi-year low. ALso on the consumption side,...

“One of the best performing sectors has been the capital goods and engineering companies. The second sector where the numbers have been pretty good has been the automobile sector because the volumes which were expected to be good and the benefits of...

"The second half of the year is usually very important from the viewpoint of the overall economy because the second half is more like 40-60. The second half of the year is much bigger. That is one part of it. Secondly, the capex momentum, I would sa...

“The market today is chasing growth and irrespective of the fact whether it is a midcap or a smallcap, the market is ready to pay them even premium to largecaps. That is typical of a very broad-based rally which is playing out and IT is not very dif...

Titan already had 71% stake in CaratLane. So, technically, CaratLane was a subsidiary of Titan. Now, as was expected, Titan gradually had intention to increase the stake to, say, 100% and make it a fully owned subsidiary.

As I said that the FMCG business is going to be the big driver for the company because another thing is that if you look at ITC, then earlier a lot of capital implied of the company was going in hotels. Now, with the hotel business out of the way an...

ITC's decision to demerge its hotel business is not likely to be a game-changer for shareholders, says Amnish Aggarwal, Head-Research at Prabhudas Lilladher. The capital-intensive hotels business only accounts for around 5% of ITC's value, with 80% ...

“ABB and Siemens are in the centre of energy transition, digitization and data centres. This entire space looks very interesting. But particularly, over the next couple of years, Siemens and ABB look very interesting to us,” says the head of researc...

“It is a very interesting move and contrary to the trend over the past many years, whereby many banks or companies with broking arms are trying to get them listed. So, it also shows the kind of pressure which the industry is currently going through.”

“Insurance is one of the most interesting segments in the long term. Over the last two to three years, insurance stocks have underperformed – be it life insurance or general insurance companies. In the long term, both life as well as general insuran...

​The pricing power has been better and the chicken prices are also softening, so the impact of, I would say, inflation is there, but not to the extent it is there in the other segments.