COMPLETE CIRCLE CONSULTANTS

I think you have to be selective here and probably differentiate between life and non-life insurers. If you see the June data, there are some green shoots. Even LIC has had 30% APE growth. APE is your annualized premium equivalent because a lot of p...

The tougher reforms I think might take a bit of a backseat or probably would require more manoeuvring but the normal policy reforms like the price to be given for defence or power solar panels or auto and in general the economic reforms which are mo...

There is indeed a shortage, and discounts have virtually disappeared, not just for air conditioners but also for refrigerators and air coolers. Companies like Voltas performed well initially, but their recent results, especially in the EMPS space, w...

Gurmeet Chadha says one of the main issues with most EPC construction names is the working capital cycle and margins because the projects are long gestation, you do not know what commodity prices would behave and people have some memories of 2003 to...

Gurmeet Chadha suggests investments in tier II banks, good NBFCs like Poonawalla UGRO. He discusses impacts on stocks like PFC, REC, IREDA due to RBI norms. Chadha also mentions the excitement around Aadhar IPO and counter cyclical investments in va...

Chadha notes caution pre-election due to US yields, advises good earnings as hedge. Impressed by Britannia, Tata Consumer, Axis, ICICI banks. Favors ICICI, Axis, HDFC, Kotak for growth potential and asset quality in banking sector.

Tata's IT arm and C-DOT, a government agency, will deploy India's first locally developed 4G network solution for BSNL across its entire service area. This involves installing equipment at 38 locations.

Gurmeet Chadha discusses varying valuations, smallcap index trends, Blinkit's potential, HDFC Bank's performance, and potential earning surprises in textiles, defense, space sectors, and chemicals amid the earnings season. Chadha says selectively tr...

Gurmeet Chadha discusses stock picks, including ITC, HDFC Bank, and HCL Tech. Favors Ganesha Ecosphere, Tata Consumer, and Sandhar Technology. He id bullish on Bharti Airtel, while remaining cautious on Vodafone FPO's equity dilution. Chadha also sa...

Gurmeet Chadha discusses market performance, capex cycles, rising retail investment, financial opportunities in HDFC, Kotak, NBFCs, and energy stocks like Power Grid, emphasizing the shift towards equity ownership. He believes In fact, this $3-billi...

Gurmeet Chadha discusses investment opportunities in railway, defence, auto ancillary stocks, chemicals, and metal sectors. He also shares insights on market triggers, liquidity flow, sector-specific considerations, and strategic portfolio adjustmen...

Gurmeet Chadha says: "We are more constructive in non-financials. The way we are adding 25 lakh investors every month in capital markets. So the depository, the RTA agents, the AMCs are in my view better play and probably more structural and more as...

“There is some lack of opportunity in small and midcaps. A more balanced approach is needed. I made this point two months back also. Today, the 10-year bond in India has gone down from 730 to 715 since the Fed pivoted. We will see multiple rate cuts...

“One should be more patient. We have seen with IPOs that whenever they have this kind of listing, one gets opportunities maybe in a few days or a few weeks down the line. For example, we have exit polls today, so there is one headwind which probably...

“We have trimmed a little bit because the stocks ran up very quickly. So it is not that we have any fundamental negative view on it. And the RBI governor has been talking about potential stress which may come in the unsecured side and that means onl...

“The defence space excites us. HAL looks very good. Railway capex, again, as a theme, has a lot of legs, we are seeing very strong demand for Vande Bharat coaches, for wagons, as well as for the wheels. Titagarh is something we track. So be a little...

“Elections are coming; on Wednesday, the government increased the DA for government employees and pensioners. We will see more and more rural spending pick up with the crop season, with a lot of announcements, as well as a huge festive season ahead....

There are a lot of similarities. The old economy stocks are coming back. There is massive infrastructure spend which is taking shape through metros, through road, rail, airport infrastructure and there are early signs of capex and a lot of private c...

“In pharma, the focus is now shifting to the CDMO space, which has been an underperformer. We have seen some uptick in Divis, Laurus. Newland has done very well. This space looks the most attractive from a long-term perspective. One can also look se...