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Here's what key voices from the world of business and markets told CNBC-TV18 today

Updated : 2021-02-17 16:35:00

Here is what market gurus and industry captains said about the near-term trajectory on February 17, 2021.

On Markets | Gautam Duggad, Head of Research-Institutional Equities, Motilal Oswal Financial Services: If I were to point out three sectors which are driving earnings for FY22 for our Nifty estimate then it is auto, BFSI and metals. I still find a lot of value in private sector banks and financials will turn out to be the sector of the year as far as 2021 is concerned because the numbers have been strong, underlying operating drivers have been strong, management commentary has been upbeat as well as asset quality and restructuring has been far better than what people were fearing in June-July. So there are pockets where you can still find value.  Catch the conversation    here   .
On Markets | Gautam Duggad, Head of Research-Institutional Equities, Motilal Oswal Financial Services: If I were to point out three sectors which are driving earnings for FY22 for our Nifty estimate then it is auto, BFSI and metals. I still find a lot of value in private sector banks and financials will turn out to be the sector of the year as far as 2021 is concerned because the numbers have been strong, underlying operating drivers have been strong, management commentary has been upbeat as well as asset quality and restructuring has been far better than what people were fearing in June-July. So there are pockets where you can still find value. Catch the conversation here.
 On rising US yields | Hitendra Dave, Head of Global Banking & Markets, HSBC India:  The US being the mother market for all fixed income markets or actually all markets global, if their yields go up then all bond markets globally tend to have the same direction. Our own view is actually for yields to trend back lower as we move forward in time. Our global view is that yields actually soften as the year progresses. Our base case call for US 10-Year yield is below 1 percent. Catch the conversation   here  .
On rising US yields | Hitendra Dave, Head of Global Banking & Markets, HSBC India: The US being the mother market for all fixed income markets or actually all markets global, if their yields go up then all bond markets globally tend to have the same direction. Our own view is actually for yields to trend back lower as we move forward in time. Our global view is that yields actually soften as the year progresses. Our base case call for US 10-Year yield is below 1 percent. Catch the conversation here.
 On Tata Consumer acquiring Big Basket | Deven Choksey of KRChoksey:  They have the right strategy going forward if you want to expand from the space wherein you have the presence both in the digital as well as in the physical stores. So it sounds good. The outlook looks promising as far as the approach is concerned. This is a significant move and should result in rerating the company going forward.  Catch the conversation    here   .
On Tata Consumer acquiring Big Basket | Deven Choksey of KRChoksey: They have the right strategy going forward if you want to expand from the space wherein you have the presence both in the digital as well as in the physical stores. So it sounds good. The outlook looks promising as far as the approach is concerned. This is a significant move and should result in rerating the company going forward. Catch the conversation here.
 On Copper | Paul Bartholomew, Senior Managing Editor, Paul Bartholomew:  The outlook for copper is good because there are still some global supply shortages around the world, there are still some problems in South American supplies. A lot of the decarburization programme measures taking place in electric vehicles, they all are going to use copper. So the outlook for copper is quite good. It’s going to do pretty well in the longer term.  Catch the conversation    here   .
On Copper | Paul Bartholomew, Senior Managing Editor, Paul Bartholomew: The outlook for copper is good because there are still some global supply shortages around the world, there are still some problems in South American supplies. A lot of the decarburization programme measures taking place in electric vehicles, they all are going to use copper. So the outlook for copper is quite good. It’s going to do pretty well in the longer term. Catch the conversation here.
 On NCC | YD Murthy, Executive Vice President-Finance of NCC:  Topline is down in all the first three quarters mainly because of pandemic and slow down of the economy. But if you see the sequential growth, we have reported 30 percent topline growth and 240 percent bottom-line growth in the second quarter. Likewise in the third quarter, we have reported about 24 percent topline growth compared to the second quarter, likewise profit also has grown.  Catch the conversation    here   .
On NCC | YD Murthy, Executive Vice President-Finance of NCC: Topline is down in all the first three quarters mainly because of pandemic and slow down of the economy. But if you see the sequential growth, we have reported 30 percent topline growth and 240 percent bottom-line growth in the second quarter. Likewise in the third quarter, we have reported about 24 percent topline growth compared to the second quarter, likewise profit also has grown. Catch the conversation here.
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