"This mirrors the magnitude of the peak-to-trough correction the home furnishing space experienced during the great financial crisis," Wayfair chief executive Niraj Shah said on the earnings call."
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"This was a strong quarter for Wayfair, and we are pleased to be seeing consistent market share gains and a significant improvement in cost structure versus last quarter that gets us to nearly Adjusted EBITDA breakeven in Q1," CEO Niraj Shah said in a statement. "
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"We are excited to see customers respond positively to improvements in our core recipe - with compelling pricing, faster delivery times and increasing availability bearing fruit in the form of market share gains," Chief Executive Niraj Shah said in a release. "
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"Chief Executive Niraj Shah added in the filing that "leading up to Cyber Five, our November year-over-year revenue trends strengthened relative to the down 10 percent quarter-to-date update we shared on our recent conference call, with the Cyber Five period itself comping flat for the company." The November sales data come during a period when inflation has been up nearly 8%. "
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"Wayfair CEO Niraj Shah said the company plans to deliver more than $500 million in cost savings in 2023. "
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"Wayfair's management team previously discussed plans to reduce expenses on the company's second-quarter earnings call earlier in August, as Chief Executive Niraj Shah acknowledged it was "unmistakable that consumer behavior is being impacted by inflationary pressures as well as by economic and geopolitical concerns."
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"Chief Executive Niraj Shah said in a statement that the Way Day event last week had "two of the four largest days in Wayfair's entire history." In a separate release, Wayfair named Kate Gulliver as chief financial officer, effective in November. "
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"A strong pipeline in the order book along with the company's flexibility to adapt to any situation will lead to yet another strong year, Mphasis' Chief Executive Officer Nitin Rakesh and Chief Financial Officer Manish Dugar told BloombergQuint's Niraj Shah in an interview."
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"The overall performance over the last the four quarters has been "stellar", Sandeep Kalra, also an executive director at Persistent, told BloombergQuint's Niraj Shah in an interview. "
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"We're seeing a reduction in carbon consumption", Pandit, chairman at the mobility software provider, told BloombergQuint's Niraj Shah in an interview. "
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"In an earnings call on Feb. 24, Wayfair Chief Executive Niraj Shah said the stores will be "valuable avenues for discovery, visualization and marketing."
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"The deal win momentum with the U.K. government is expected continue in the medium term because of its improved capabilities and rising spends on digital technologies, Arun Agarwal, global chief financial officer at Mastek, told BloombergQuint's Niraj Shah in an interview."
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"Inflation has been on the rise and fiscal deficit is being talked at about 6.5%, said Bhaiya, managing director at the firm that manages Rs 2,000-crore assets, told BloombergQuint's Niraj Shah in an interview. "
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"Central banks offered excess stimulus at a time when there were supply bottlenecks and workflow problems from pandemic-led disruption, Chadha, chief investment officer at Mirae Asset Global Investments, told BloombergQuint's Niraj Shah in an interview. "
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"The co-promoter and chief mentor at Jeevantika, in a conversation with BloombergQuint's Niraj Shah at an BQ Edge event, suggested investments a savvy investor should make as well as what passive investors can do even as he alluded to some standard deductions and benefits allotted to an Indian citizen."
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"We have also seen most central banks turning more hawkish than the market consensus was," the president and chief investment officer (equity) at the fund manager told BloombergQuint's Niraj Shah in an interview. "
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"While the Relative Strength Index and Nifty Put-Call Ratio levels have risen to points indicating the markets being in the upper end of the range, there was no indication that market participants need to take corrective action or initiate shorts, the head of derivatives strategy at the company told BloombergQuint's Niraj Shah during a BQ Edge event."
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"If you look at a two-year view from January 2020 to now, the total return for Nifty in dollar terms is exactly equal to the S&P 500," Mookim, head of research at JPMorgan India, told BloombergQuint's Niraj Shah in an interview. "
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"The geopolitical conflict's impact on steel companies is difficult to assess, as two opposing forces appear to be at play," Seshagiri Rao, joint managing director and group chief financial officer at JSW Steel Ltd., told BloombergQuint's Niraj Shah in an interview. "
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"Some of these companies will be understood over a period of time, the founder of the portfolio manager, managing assets worth more than Rs 700 crore, told BloombergQuint's Niraj Shah during a BQ Edge event. "
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"We are already 9.45% and in the next year, blending percentage can go to at least 12%," Banka told BloombergQuint's Niraj Shah in an interview."
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"While banking stocks have partly dragged down Indian equity benchmarks in the past four weeks, the investment management firm has been "swapping" banks in its portfolio for the last three months and will continue that, Agarwal told BloombergQuint's Niraj Shah in an interview."
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"In 'Talking Points This Week', Niraj Shah studies how top business leaders and market makers are navigating the fast-changing financial landscape."
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"Even in 2021, the Nifty Auto underperformed the Nifty 50 by almost 600 basis points, he told BloombergQuint's Niraj Shah during a session at a BQ Edge event."
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"Volatility will continue in March too, but not [just] on account of Russia and Ukraine," Vaibhav Sanghavi, co-chief executive officer at Avendus Capital Public Markets Alternate Strategies, told BloombergQuint's Niraj Shah in an interview. "
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"We didn't take Russia into account," the co-chief executive officer at Avendus Capital Public Markets Alternate Strategies, told BloombergQuint's Niraj Shah in an interview."
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"A lot of these are interconnected," Vora told BloombergQuint's Niraj Shah in an interview."
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"But if the current conflict situation continues, then it can see an upside to $120 a barrel, Sullivan told BloombergQuint's Niraj Shah in an interview. "
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"Quess Corp. reported its highest ever revenues, Ebitda and profit after tax in the quarter ended December, Chief Executive Officer Guruprasad Srinivasan told BloombergQuint's Niraj Shah in an interview. "
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"Investors could focus on catching up quickly," Kapoor, president and head of investment management at Edelweiss Wealth, told BloombergQuint's Niraj Shah in an interview. "
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"The same news or the same macro factor, however bad, when the bull is young will be shrugged off," Sharma, founder of GQuant Investech, told BloombergQuint's Niraj Shah in an interview. "
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"So, things are on track," the founder and fund manager at Helios Capital Management Pvt., told BloombergQuint's Niraj Shah in an interview."
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"While the lock-in period may reduce flexibility and liquidity for an investor, it gives managers greater control and visibility of assets under management, enabling them to construct the portfolio effectively, Kaustubh Belapurkar of Morningstar India, told BloombergQuint's Niraj Shah on weekly special The Mutual Fund Show."
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"Change in order mix has helped us," Chopra told BloombergQuint's Niraj Shah in an interview."
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"No news will be too positive or too negative unless there is an unseen and unknown element that becomes unpredictable for now, he told BloombergQuint's Niraj Shah in an interview."
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"The biggest issue faced by the industry was the "destocking" of material by suppliers, Hiranand Savlani, chief financial officer at the pipemaker, told BloombergQuint's Niraj Shah in an interview. "
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"Withholding tax as well as income tax return filing for global bond investors who are in no position to do that," Desai told BloombergQuint's Niraj Shah in an interview."
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"Private investments need to be routed in and the centre will provide support for one more year until it gets private capex going," the managing director of Morgan Stanley India told BloombergQuint's Niraj Shah in an interview."
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"Macroeconomic factors such as the potential first hike by the Fed, state elections across India, Ukraine-Russia geopolitics, oil prices will impact the markets, he told BloombergQuint's Niraj Shah in an interview."
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"Instead, it built on the steps taken in the previous few years, Agrawal told BloombergQuint's Niraj Shah in an interview. "
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"Since they are passive funds, it takes away "the element of active management bias", Raghav Iyengar, chief business officer, Axis Mutual Fund told BloombergQuint's Niraj Shah on The Mutual Fund Show."
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"The market might see intermittent corrections due to high crude oil prices, rate hikes by the U.S. Federal Reserve and possible upsets for the incumbent party BJP in the upcoming state elections," the managing director and head of India research for BoFA Securities told BloombergQuint's Niraj Shah in an interview."
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"Banks will be a key theme in the years to come as return on assets and return on equity are expected to reach decadal highs over FY23/FY24, Mahesh Patil, chief investment officer; and Dhaval Gala, senior investment analyst at Aditya Birla Sunlife AMC; told BloombergQuint's Niraj Shah at a BQ Edge event."
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"The recent shift in global megatrends driving an increase in tech spending, additional discretionary spending opportunities from an opex-led tech investment model as well as growth in non-traditional tech spends are options for Mphasis to sustain growth momentum, Nitin Rakesh, chief executive officer, and Manish Dugar, chief financial officer at company, told BloombergQuint's Niraj Shah in an interview."
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"Employees' Provident Fund Organisation contribution is like a systematic investment plan for the entire mutual fund industry," Piyush Gupta, director, fund research at Crisil Ltd., told BloombergQuint's Niraj Shah on The Mutual Fund Show. "
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"The twin impacts of omicron and the coming strain on household budgets increase the risk of a bumpy recovery in 2022, said Niraj Shah of Bloomberg Economics."
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"Attrition, too, is likely to stabilise from the fourth quarter, and could come off to pre-pandemic levels over the next four quarters as well, Amit Chadha, managing director and chief executive officer, told BloombergQuint's Niraj Shah in an interview. "
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"Silver ETF, much like gold ETF, is a very simple way of investing in silver as a commodity through the financial route," Chintan Haria, head of product and strategy at ICICI Prudential Mutual Fund, told BloombergQuint's Niraj Shah on a weekly special series The Mutual Fund Show. "
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"In the last 21 years, if investors had put money into the market during the downturns, they'd have made 9-18% compounded returns over that period," he told BloombergQuint's Niraj Shah in an interview, citing data compiled by the investment advisory firm."
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"The government revenues are way ahead of target," Damani told BloombergQuint's Niraj Shah in an interview. "
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"Industrial, manufacturing and automobile sectors are poised to grow in the next couple of years due to companies' aggressive capex plans," Krishna Kumar Karwa, managing director at the research firm, told BloombergQuint's Niraj Shah in an interview. "
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"If you buy a good-quality business and are fairly patient, there is a proverbial pot of gold at the end of the day," Damani told BloombergQuint's Niraj Shah in an interview. "
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"We observed that around one-third of the time, equity has not delivered the desirable result when someone has to take money out," he told BloombergQuint's Niraj Shah on 'The Mutual Fund Show'."
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"We will have to work towards getting it to a stage higher than that though this would give us enough flexibility to grow faster because that would make our cash flows and balance sheet healthier," he told BloombergQuint's Niraj Shah in an interview. "
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"That's according to Jeevan Patwa, an individual investor who spoke to BloombergQuint's Niraj Shah at a BQ Edge session."
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"Some of these companies will have a very strong EV strategy and we would want to participate in that," he told BloombergQuint's Niraj Shah in a conversation."
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"Envision Capital's portfolio is a lot less concentrated, Shah told BloomebrgQuint's Niraj Shah on Alpha Moguls series. "
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"My view on the markets remains tempered because I feel price-to-earnings ratios will undergo some derating," he told BloombergQuint's Niraj Shah in an interview. "
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"But between May of 2003 and January or February 2004, it saw a compressed spring-like-jump of 120%," Suri told BloombergQuint's Niraj Shah in an interview. "
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"Once new-age consumer tech companies make their presence felt in the market, investors are expected adapt to the "new normal in valuations", Agrawal told BloombergQuint's Niraj Shah on Alpha Moguls."
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"I'm fairly confident that the incumbents will have an advantage," he told BloombergQuint's Niraj Shah in an interview, referring to capacity addition by TVS Motor Ltd. "
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"In a tech business, you are valuing an IP (intellectual property), not cash, at the early stage," Chintan Thakkar, chief financial officer at Info Edge, told BloombergQuint's Niraj Shah in an interview. "
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"The firm, managing around $5.9 billion worth of investor money, prefers to keep a balanced portfolio approach that can withstand the unfolding effects of macro shocks, while helping the portfolio outperform in a good market, Khemka told BloombergQuint's Niraj Shah in a special series Alpha Moguls."
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"It's not easy to say if a company will exist 5-10 years down the line," Dharamshi told BloombergQuint's Niraj Shah in a conversation on Alpha Moguls. "
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"It's been a very pleasant experience for first-time investors where they only made, and have not lost money," the founder and fund manager at Abakkus Asset Manager told BloombergQuint's Niraj Shah on Alpha Moguls. "
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"Second-quarter sales were at 78% of the pre-Covid period of 2019 and at 88% in September, Rishi Pardal, managing director at liquor company, told BloombergQuint's Niraj Shah in an interview. "
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"This is a passing phase and not a Birlasoft-specific issue as the industry is losing employees at a fast clip, Dharmender Kapoor, managing director and chief executive officer at the company, told BloombergQuint's Niraj Shah in an interview."
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"As various geographies reopened post-pandemic, consumers naturally shifted some spend towards travel and entertainment and from e-commerce towards brick and mortar," said Chief Executive Niraj Shah in a statement. "
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"It's fair to expect some relative underperformance in India versus other markets, mainly because it has been a rank outperformer in the Samvat drawing to a close, he told BloombergQuint's Niraj Shah in a Diwali special interview 'Saal Mubarak'. "
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"I have my frameworks, to understand businesses, my own 40 years of experience, a lot of management books," the veteran investor told BloombergQuint's Niraj Shah during a BQ Edge webinar."
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"Also, no matter how good a stock may be, it could trade sideways for years and impact returns, Hussain told BloombergQuint's Niraj Shah during a BQ Edge webinar. "
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"I try to understand what exactly the entrepreneur is out to build," Agrawal told BloombergQuint's Niraj Shah during a BQ Edge webinar. "
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"Sanjay Jalona, chief executive and managing director at L&T Infotech, spoke to BloombergQuint's Niraj Shah on the earnings and the company's outlook."
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"C Vijayakumar, chief executive officer and managing director; Prateek Aggarwal, chief financial officer, at HCL Tech spoke to BloombergQuint's Niraj Shah after the Q2 earnings:"
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"The chief investment officer of Mirae Asset Global Investments Co. told BloombergQuint's Niraj Shah in an interview that the markets haven't looked back in the last 12 months. "
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"The Evergrande crisis is not a company-specific issue, it's a structural issues that will impact the Chinese property base for a significant period of time," the head of Asia Pacific equity research at JPMorgan told BloombergQuint's Niraj Shah in an interview."
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"Niraj Shah of Bloomberg Economics compiled a dashboard of countries most at threat of a real-estate bubble, and says risk gauges are "flashing warnings" at an intensity not seen since the run-up to the 2008 financial crisis."
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"In 'The Week's Talking Points', Niraj Shah studies how top business leaders and market makers are navigating the pandemic-altered financial landscape."
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"It's impossible to predict how the markets will behave but we want to reassure investors that the longer-term growth story is still intact," the group president and managing director at the fund house told BloombergQuint's Niraj Shah in an interview."
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"Indian firms' cost advantage is a "sustainable opportunity" and the government's performance-linked incentive scheme can become a "meaningful catalyst", Garg told BloombergQuint's Niraj Shah during the BQ Edge event."
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"will be the leaders of this up-move in the coming days, the founder of Goldilocks Premium Research told BloombergQuint's Niraj Shah during the BQ Edge event."
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"The acquisition at 2.5 times the embedded value is still 30-35% cheaper than what other listed life insurers are trading at, including HDFC Life, Vibha Padalkar, managing director and chief executive officer at the acquiring company, told BloombergQuint's Niraj Shah in an interview."
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"We are in the 74th week and average returns are about 106%, we are already at 120% returns," Amish Shah, India head of research at BofA Securities, told BloombergQuint's Niraj Shah in an interview. "
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"It's great that the market is giving an opportunity to loss-making companies to list but we remember how the previous IPO frenzies ended," the founder and chairperson of the portfolio management firm told BloombergQuint's Niraj Shah in an interview. "
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"It is only natural for the markets to worry about the tapering cycle given the unprecedent level of liquidity," co-founder of Carnelian Capital Advisors told BloombergQuint's Niraj Shah in an interview. "
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"Shishir Joshipura, managing director and chief executive officer at Praj Industries, spoke to BloombergQuint's Niraj Shah on the order book, on execution of orders, on margin pressures and opportunities beyond ethanol."
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"The larger focus is on the Uttar Pradesh-based millers due to better yields and availability of water, the research analyst at the brokerage told BloombergQuint's Niraj Shah during a BQ Edge event."
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"So there was a significant adverse operating leverage that kicked in because there was hardly any volume in some of the verticals," Gupta told BloombergQuint's Niraj Shah in an interview."
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"That's the problem, a lot of those upsides will belong to the private equity and the venture capitalists invested in the company already," he told BloombergQuint's Niraj Shah during a BQ Edge event."
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"We're nowhere close to the billion-dollar target (for biosimilars unit) and are recalibrating the same," the company's Executive Chairperson Kiran Mazumdar-Shaw told BloombergQuint's Niraj Shah in an interview. "
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"Sales declined during the local lockdowns to contain the second Covid-19 wave but the sentiment is aiding the upcycle, Razack told BloombergQuint's Niraj Shah in an interview."
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"China is still the biggest determining factor but people shouldn't read too much into demand for industrial metals originating from the U.S. stimulus plan, the managing partner at Go India Advisors told Niraj Shah on BloombergQuint's BQ Edge event."
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"That in turn gave the engineering services provider the confidence to hike the full-year dollar revenue growth guidance to 15%-17% from 13%-15%, Chadha told BloombergQuint's Niraj Shah in an interview."
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"Yet the fever may be starting to break on a monthly basis, as Bloomberg economists Andrew Husby, Eliza Winger and Niraj Shah expect the core CPI to post its softest month-over-month gain since March."
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"Demand recovery, industry consolidation and inflation have come together for the first time in 20 years, and this combination should lead to pricing power," Jayaraman, managing director at the financial services firm, told BloombergQuint's Niraj Shah in an interview. "
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"As far as oil is concerned, there's a definite case for further hardening," the managing director at the research firm told BloombergQuint's Niraj Shah during an interview. "
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"The organised market contributes 30% and so the runway for growth is long, Gautam told BloombergQuint's Niraj Shah in an interview."
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"There are still opportunities and some industries have had "extremely robust" cash flows, Andrade told BloombergQuint's Niraj Shah in an interview. "
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"Oil, unlike metals, is more driven by what happens in the U.S. and Europe," the director of metals and mining at JPMorgan India and oil and gas analyst, told BloombergQuint's Niraj Shah in an interview. "
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"If people get carried away by the recovery and don't invest in companies with a strong pricing power, then commodity cost inflation will wipe out the benefits of a strong top line growth," he told BloombergQuint's Niraj Shah in an interview."
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"A cocktail of ingredients is sending house prices to unprecedented levels worldwide," economist Niraj Shah wrote in the report. "
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"We were a small company, and we knew we cannot be everything to everyone." Kapoor told BloombergQuint's Niraj Shah in an interview. "
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"BloombergQuint's markets editor Niraj Shah has been discussing the 'unlock trade' for a few weeks now. "
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"Passenger cars are doing well globally, the CV (commercial vehicle) segment is doing well," he told BloombergQuint's Niraj Shah in an interview. "
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"The acquisition, announced on June 2, will help scale up the company's overseas shipments, given Unitop's export-faced business, Edward Menez, founder and chief executive officer of Rossari Biotech, told BloombergQuint's Niraj Shah in an interview."
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"I am not saying that the virus is going away," Dharamshi, founder and managing director at ValueQuest, told BloombergQuint's Niraj Shah in an interview. "
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"The maker of pipes to adhesives has not only seen demand momentum within in India but from overseas markets, Chief Financial Officer Hiranand Savlani told BloombergQuint's Niraj Shah in an interview. "
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"Many states have given temporary stamp duty concession and most importantly with RERA, consumers can no longer be taken for granted," the group president and managing director at the fund house told BloombergQuint's Niraj Shah in an interview. "
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"Mohindar, who spoke about what the charts indicate for Indian markets, told BloombergQuint's Niraj Shah in an interaction that if the Bank Nifty is to come out of its "slumber", it needs stocks like HDFC Bank Ltd. "
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"That will work when people are worried about how long a company can sustain and pay more for the firms with a positive cash flow and good balance sheets, Dayal, founder and chief executive officer of Quantum Advisors told BloombergQuint's Niraj Shah in an interview."
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"We aren't worried to invest," he told BloombergQuint's Niraj Shah in an interaction, adding the company doesn't want to depend on acquisitions to fuel growth. "
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"We are fortunate to have an incredible team that puts our customers first each and every day," CEO Niraj Shah said in a statement. "
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"And now, CEO Niraj Shah said on a Thursday earnings call, it's looking to press its advantage - by swinging its attention to the high seas."
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"An industry-wide transformation to electric last-mile delivery will make this sustainable option more cost-efficient, he told BloombergQuint's Niraj Shah in an interview."
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"The industry has witnessed a 3-5% contraction in volumes in April and May compared with growth estimates of 15-20% during the same period, he told BloombergQuint's Niraj Shah in an interview."
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"The company's Group Chief Financial Officer Mihir Modi told BloombergQuint's Niraj Shah in an interview that it intends to achieve that by building a portfolio of communication systems known as open-source access solutions. "
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"That's because KPIT will continue to receive orders and execution opportunities from the automobile firms, Pandit told BloombergQuint's Niraj Shah in an interview. "
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"Capex and opex investments are a sign of confidence in the business and the business model," Jonathan Hunt, the company's managing director and chief executive officer told BloombergQuint's Niraj Shah in an interaction, adding the investments aren't costs but essential for growth."
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"That's according to A Balasubramanian, managing director and chief executive officer; and Mahesh Patil, chief investment officer at Aditya Birla Sun Life Asset Management Co. And with the economic growth likely to pick up, bottom-up stock-picking in selected themes can offer good returns to investors, they told Niraj Shah on BloombergQuint's weekly special series The Mutual Fund Show."
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"The outsize issue for FY22, he told BloombergQuint's Niraj Shah in an interview, is the severity of the second Covid wave and its impact on restaurants and bars, which contribute substantially to their sales."
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"Probably around 13,000 to 13,500 levels [in Nifty], lots of people who kind of missed the last rally would come in to buy because post Covid some of the structural drivers of the Indian economy have fallen into place and they are not going back," the founder of the investment management firm told BloombergQuint's Niraj Shah in an interview."
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"The veteran stockpicker spoke to BloombergQuint's Niraj Shah on a wide range of topics at the Shri Ram Economic Summit 2021, organised by students of the Shri Ram College of Commerce in Delhi."
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"We've been able to show that a lot of the capabilities we built have, in fact, given us the advantage we said it would in terms of being able to keep reliability high, being able to get capacity when it's scarce, being able to bring that selection of goods to customers to bear even when there's a lot of competition for a relatively limited amount of inventory," CEO Niraj Shah said at a Canaccord event in March."
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"There is nothing logical or reasonable here," Jhunjhunwala told BloombergQuint's Niraj Shah in a session at the Shri Ram Economics Summit 2021."
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"BQ's Niraj Shah in his series 'Navigating Through Uncertainty' is trying to answer questions that are top of mind for many."
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"Nobody knows," Jhunjhunwala told BloombergQuint's Niraj Shah in a session at the Shri Ram Economics Summit 2021. "
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"That would entail an investment of Rs 250 crore, Jasbir Singh, chairman of Amber Group, told BloombergQuint's Niraj Shah in an interview. "
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"At that time, the best case was that Covid-19 will subside in a disciplined way and we should be having vaccinations in a reasonable period of time," Vora, director and chief investment officer at Max Life Insurance, told BloombergQuint's Niraj Shah in an interview. "
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"We have secured business contracts that we have to deliver from next year onwards," Bohra told BloombergQuint's Niraj Shah in an interaction. "
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"There's a lot more alpha and a lot more intrinsic value in the small- and mid-cap space versus the current price at which they are trading," he told BloombergQuint's Niraj Shah in an interview."
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"At 5%, we are blending 350 crore litres of ethanol," Shishir Joshipura, managing director and chief executive officer at Praj Industries, told BloombergQuint's Niraj Shah in an interview. "
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"For companies operating in the residential, commercial and hospitality space and even owning land banks, each of these segments could be viewed as a different business, Arsiwalla, director at Kotak Institutional Securities, told BloombergQuint's Niraj Shah in an interview. "
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"With high export exposure to ATBS (2-acrylamido 2 methylpropane sulphonic acid)- used in water treatment, paint emulsions, paper coatings adhesives, detergents and oilfields, among others-and a recovery in global oil and gas activities, the company expects FY22 growth to be more than 20%, Managing Director Vinati Saraf Mutreja told BloombergQuint's Niraj Shah in an interview. "
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"We may see potentially at least 20% of the companies getting changed in next two years in the Nifty," Singh, CIO and chief executive officer at the fund manager, told BloombergQuint's Niraj Shah in an interview."
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"The past 10- to 12-day trends indicate that volatility has been impacting Nifty 50, Sangoi told BloombergQuint's Niraj Shah in an interview. "
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"M&M, in the past, has maintained a very healthy level of margin overall and will continue to do so irrespective of short-term concerns," Hemant Sikka, president-farm equipment sector at M&M, told BloombergQuint's Niraj Shah in an interview."
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"People have realised that the old way of doing business was anyway not suitable in the pre- and post-pandemic world and so the demand has now accelerated and all tech companies are reaching out for a quick migration," Venkatraman Narayanan, managing director and chief executive officer at the IT services provider, told BloombergQuint's Niraj Shah in an interview. "
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"Investors can rotate their allocations between sectors but must remain invested to see higher gains, the managing director at the research firm told BloombergQuint's Niraj Shah in an interview. "
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"The U.S. is looking for a big dose of fiscal stimulus in March, making the next 15-25 days tricky, the head of equities at Axis Mutual Fund told BloombergQuint's Niraj Shah in an interview."
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"Over the last few months, investors have made money and hence the environment is quite conducive for primary issuances through IPOs," Anuj Kapoor, managing director of UBS India, told BloombergQuint's Niraj Shah in an interview. "
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"We will outgrow the industry in every segment we operate," Amit Kalyani, managing director of Bharat Forge, told BloombergQuint's Niraj Shah in an interview. "
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"We believe there's much more upside because this is the kind of momentum which cannot be broken easily," the founder of Goldilocks Premium Research told BloombergQuint's Niraj Shah in an interview on BQ Edge."
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"Titan is an 'engaged' company and respects investor opinions," CK Venkataraman, managing director of Titan, told BloombergQuint's Niraj Shah in an interview."
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"Revenue has been growing exceptionally well over the last few financial years and this will only accelerate as the company further expands its formulations and custom synthesis business segments, Satyanarayana Chava, the drugmaker's founder and chief executive officer, told BloombergQuint's Niraj Shah in an interview."
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"I think there is a one-year horizon where the cyclicals are still quite cheap based on normalised valuation of last cycles," he told BloombergQuint's Niraj Shah in an interview. "
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"told BloombergQuint's Niraj Shah in an interview post its third-quarter earnings. "
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"and its domestic peers is improving business in the American market, Kedar Upadhye, chief financial officer at the drugmaker, told BloombergQuint's Niraj Shah in an interview. "
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"The realisation that the government itself cannot spend the economy into growth and therefore we need private consumption and investment to support is a very important message from the budget," Mishra told BloombergQuint's Niraj Shah in a post-budget interview. "
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"The government has used the first such opportunity after the Covid-19 pandemic to start growing the pie, even if it comes at the cost of the fiscal deficit, Hiren Ved, director and chief executive officer of Alchemy Capital, told BloombergQuint's Niraj Shah in an interaction. "
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"Follow real-time analysis from BQ's top editors Menaka Doshi, Ira Dugal, Sajeet Manghat and Niraj Shah here."
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"It's going to be an interesting budget to watch because for the first time in many years the government actually has choices to make," the head of research told BloombergQuint's Niraj Shah in an interview."
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"The new calendar year is likely to give mere single-digit incremental returns to investors, he told BloombergQuint's Niraj Shah in an interview. "
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"That's according to its Chief Executive Officer Vibha Padalkar, who said in an interview with BloombergQuint's Niraj Shah that insurance pricing in India isn't as disciplined as she would like it to be. "
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"More demat accounts are opening and money is entering the market, but the rally will also create disappointments for investors who are unable to distinguish between good and bad businesses," Gubbi told BloombergQuint's Niraj Shah in an interview. "
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"In a presentation at an event hosted by the National Retail Federation on Thursday, Chief Executive Officer Niraj Shah said the company has invested in customer service and this has helped convince more shoppers to buy furniture online."
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"In my mind a correction looks quite a possible event that could play out probably in later February or March," the chief investment officer of Renaissance Investment Managers told BloombergQuint's Niraj Shah in an interview. "
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"That, he told BloombergQuint's Niraj Shah in an interview, will result in a fair share of inflows from domestic and foreign institutional investors into the country."
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"If you look at the last 3-5-10 years, returns have been lower than the long-term average," the chief investment officer for equities at Edelweiss Asset Management Company told BloombergQuint's Niraj Shah in an interview. "
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"Within equities, the riskiest assets will earn the best rewards, the portfolio manager told BloombergQuint's Niraj Shah in an interview."
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"The dishwashing segment-the biggest revenue contributor at 38% as of September-is "the star and hero", growing at 25%, Kamath told BloombergQuint's Niraj Shah in an interview. "
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"The benchmark has risen hand-in-hand with the U.S. equity market and still has some "juice" left for another three weeks after which it will likely correct in January, the founder of Goldilocks Premium Research told BloombergQuint's Niraj Shah in an interview. "
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"The lockdown gave Indians another chance to get used to over-the-top platforms, the media veteran and current chief executive officer of Applause Entertainment told BloombergQuint's Niraj Shah in an interview."
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"The big picture seems to be there in a number of industries and when those industries kick-start the capex cycle, it could lead to the multiplier effect," the founder and chief investment officer of Old Bridge Capital Management told BloombergQuint's Niraj Shah in an interview. "
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"And since 2015 if we've already been able to have a few first, chances are that we'll have many more on the way forward," Amish Shah, India equity strategist at the global financial services provider, told BloombergQuint's Niraj Shah in an interview. "
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"And since 2015 if we've already been able to have a few first, chances are that we'll have many more on the way forward," Amish Shah, India equity strategist at the global financial services provider, told BloombergQuint's Niraj Shah in an interview. "
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""It's the SUV segment that has an issue at the moment so that's where we are focusing on, including launching the new Brezza 1.5 litre and the new S-Cross 1.5 litre," he told BloombergQuint's Niraj Shah in an interview."
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""It's the SUV segment that has an issue at the moment so that's where we are focusing on, including launching the new Brezza 1.5 litre and the new S-Cross 1.5 litre," he told BloombergQuint's Niraj Shah in an interview."
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"Incremental volumes, change in product mix and lower operating costs will help JSW Steel, he told BloombergQuint's Niraj Shah in an interview, adding that backward integration and improved profitability would aid the company's performance in upcoming quarters."
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"The combination of low-interest rates, low taxes, low commodity prices and pent-up demand will lead to better capacity utilisation and operating leverage to kick in, he told BloombergQuint's Niraj Shah in an interview. "
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"The bizarre theory led to a deluge of social media posts claiming that Wayfair chief executive Niraj Shah had resigned, leading both Reuters and the Associated Press to run brief stories debunking the report. "
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"Global risk appetite is also changing," Tandon told BloombergQuint's Niraj Shah during a BQEdge show, adding that he expects money to flow from developed markets to emerging markets. "
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""Q2 was unusual," the head of research at Motilal Oswal Securities told BloombergQuint's Niraj Shah in an interview. "
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""Q2 was unusual," the head of research at Motilal Oswal Securities told BloombergQuint's Niraj Shah in an interview. "
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"And this roller-coaster was triggered by fears about the impact of Covid-19 pandemic, not the impact itself, Agrawal told BloombergQuint's Niraj Shah in an interview. "
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"There's no way that U.S. election results are going to be declared tonight, considering the large voter turnout, the co-founder and director at the firm told BloombergQuint's Niraj Shah in an interview. "
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""Category momentum is vibrant, demand is moving online at an accelerated pace, and we expect the home to be even more important than usual when it comes to celebrating the holidays this year," CEO Niraj Shah said in a statement."
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""Category momentum is vibrant, demand is moving online at an accelerated pace, and we expect the home to be even more important than usual when it comes to celebrating the holidays this year," CEO Niraj Shah said in a statement."
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""Category momentum is vibrant, demand is moving online at an accelerated pace, and we expect the home to be even more important than usual when it comes to celebrating the holidays this year," CEO Niraj Shah said in a statement."
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""Category momentum is vibrant, demand is moving online at an accelerated pace, and we expect the home to be even more important than usual when it comes to celebrating the holidays this year," CEO Niraj Shah said in a statement."
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""Category momentum is vibrant, demand is moving online at an accelerated pace, and we expect the home to be even more important than usual when it comes to celebrating the holidays this year," CEO Niraj Shah said in a statement."
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""Category momentum is vibrant, demand is moving online at an accelerated pace, and we expect the home to be even more important than usual when it comes to celebrating the holidays this year," CEO Niraj Shah said in a statement."
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""Category momentum is vibrant, demand is moving online at an accelerated pace, and we expect the home to be even more important than usual when it comes to celebrating the holidays this year," CEO Niraj Shah said in a statement."
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""Category momentum is vibrant, demand is moving online at an accelerated pace, and we expect the home to be even more important than usual when it comes to celebrating the holidays this year," CEO Niraj Shah said in a statement."
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""Category momentum is vibrant, demand is moving online at an accelerated pace, and we expect the home to be even more important than usual when it comes to celebrating the holidays this year," CEO Niraj Shah said in a statement."
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""Category momentum is vibrant, demand is moving online at an accelerated pace, and we expect the home to be even more important than usual when it comes to celebrating the holidays this year," CEO Niraj Shah said in a statement."
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""Only a few people were in the market, so you could find gems that no one else could," Mehra told BloombergQuint's Niraj Shah in an interview. "
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""Only a few people were in the market, so you could find gems that no one else could," Mehra told BloombergQuint's Niraj Shah in an interview. "
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"[We have] already taken a factory on lease in Noida and will start manufacturing from mid-January 2021," Gupta told BloombergQuint's Niraj Shah in an interview. "
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"[We have] already taken a factory on lease in Noida and will start manufacturing from mid-January 2021," Gupta told BloombergQuint's Niraj Shah in an interview. "
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""Category momentum is vibrant, demand is moving online at an accelerated pace, and we expect the home to be even more important than usual when it comes to celebrating the holidays this year," CEO Niraj Shah said in a statement."
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""Category momentum is vibrant, demand is moving online at an accelerated pace, and we expect the home to be even more important than usual when it comes to celebrating the holidays this year," CEO Niraj Shah said in a statement."
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"Besides, Havells India has a strong distribution channel, and can take up contract orders from global clients, he told BloombergQuint's Niraj Shah in an interview. "
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""We are working on improving things rather than guessing what tthings will improve to," CK Venkataraman, managing director at the country's largest branded jewellery maker, told BloombergQuint's Niraj Shah in an interview. "
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""We are working on improving things rather than guessing what tthings will improve to," CK Venkataraman, managing director at the country's largest branded jewellery maker, told BloombergQuint's Niraj Shah in an interview. "
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""Wherever the market is not pricing in a change, that is our zone for the hunt," he told BloombergQuint's Niraj Shah in an interview."
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""Wherever the market is not pricing in a change, that is our zone for the hunt," he told BloombergQuint's Niraj Shah in an interview."
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"The consolidated margins, however, will be lower than what India operations reported because of the merger of the lower-margin global business of Pfaudler International, Patel told BloombergQuint's Niraj Shah in an interview."
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"My risk management is what I have learnt and I do it personally," he said in a conversation with BloombergQuint's Niraj Shah at CMT Association's 2020 India Virtual Summit. "
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"My risk management is what I have learnt and I do it personally," he said in a conversation with BloombergQuint's Niraj Shah at CMT Association's 2020 India Virtual Summit. "
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""It wouldn't surprise me if the real estate sector, going forward, is one of the new themes emerging out of the virus," Holland, chief executive officer at Avendus Capital Public Markets Alternate Strategies, one of the nation's largest hedge funds, told BloombergQuint's Niraj Shah in an interview."
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""It wouldn't surprise me if the real estate sector, going forward, is one of the new themes emerging out of the virus," Holland, chief executive officer at Avendus Capital Public Markets Alternate Strategies, one of the nation's largest hedge funds, told BloombergQuint's Niraj Shah in an interview."
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""There are too many indicators to show that typically before the start of a bull cycle, there is a deep fall," Jhunjhunwala, partner at Rare Enterprises, told BloombergQuint's Niraj Shah on the sidelines of the CMT Association's 2020 India Virtual Summit. "
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""There are too many indicators to show that typically before the start of a bull cycle, there is a deep fall," Jhunjhunwala, partner at Rare Enterprises, told BloombergQuint's Niraj Shah on the sidelines of the CMT Association's 2020 India Virtual Summit. "
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"Specialty chemicals and pharma stocks are factoring in a lot of positivity at the moment and not considering the possibility of ups and downs, the group president and managing director of Kotak Mahindra Asset Management Co. told BloombergQuint's Niraj Shah in an interview."
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"Specialty chemicals and pharma stocks are factoring in a lot of positivity at the moment and not considering the possibility of ups and downs, the group president and managing director of Kotak Mahindra Asset Management Co. told BloombergQuint's Niraj Shah in an interview."
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""Strong balance sheets, companies having a strong management and ability to take difficult or tough decisions during these times will show how the company comes out of this crisis across sectors," the head of equities at Axis Mutual Fund told BloombergQuint's Niraj Shah in an interview. "
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""Strong balance sheets, companies having a strong management and ability to take difficult or tough decisions during these times will show how the company comes out of this crisis across sectors," the head of equities at Axis Mutual Fund told BloombergQuint's Niraj Shah in an interview. "
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"BQ's markets editor Niraj Shah explains that if the rule is implemented in its current form, the average volatility in multi-cap funds will increase because of a larger quantum of small-cap stocks in the portfolio. "
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