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

Updated : 2021-02-19 13:33:14

Here is what market gurus and industry captains said about the near-term trajectory on February 18, 2021.

 On Commodity market | Pinakin Parekh, Executive Director, JPMorgan India:  If you look at demand/supply dynamics, demand is recovering from post-pandemic levels but we are not seeing any big surge in demand. So, if it is a super cycle, we probably are at the very early days of it.  Catch the conversation    here   .   
On Commodity market | Pinakin Parekh, Executive Director, JPMorgan India: If you look at demand/supply dynamics, demand is recovering from post-pandemic levels but we are not seeing any big surge in demand. So, if it is a super cycle, we probably are at the very early days of it. Catch the conversation here. 
 On PLI Scheme for Telecom sector | Sanjay Kapoor, Telecom Consultant and Entrepreneur:  Nobody can debate the intent behind Atmanirbhar Bharat, Make in India, I think that is all a noble cause, and given the fact that the world will be competing on virtual infrastructure in future it is paramount that many parts of the world would like to produce and make their countries epicentre for these gadgetry and R&D around these.  Catch the conversation    here   .   
On PLI Scheme for Telecom sector | Sanjay Kapoor, Telecom Consultant and Entrepreneur: Nobody can debate the intent behind Atmanirbhar Bharat, Make in India, I think that is all a noble cause, and given the fact that the world will be competing on virtual infrastructure in future it is paramount that many parts of the world would like to produce and make their countries epicentre for these gadgetry and R&D around these. Catch the conversation here. 
 On small-caps | Vinit Sambre, Head of Equities at DSP Investment Managers:  We have a positive view on the small-caps right now but investors need to be patient with their capital. There is an optimism on the revival of the economy. The Union Budget 2021 has been much better than the expectation, very bold reforms and announcements. So very positive over medium to long-term but the optimism seems to have got built into stock prices too soon.  Catch the conversation    here   .   
On small-caps | Vinit Sambre, Head of Equities at DSP Investment Managers: We have a positive view on the small-caps right now but investors need to be patient with their capital. There is an optimism on the revival of the economy. The Union Budget 2021 has been much better than the expectation, very bold reforms and announcements. So very positive over medium to long-term but the optimism seems to have got built into stock prices too soon. Catch the conversation here. 
 On RailTel | Omkar Tanksale of Axis Securities:  RailTel is the largest neutral infrastructure provider for telecom services and as the consumption is rising for digital and telecom, we believe the rising consumption will help them grow in the forthcoming quarters. They have a continuous dividend-paying history for the last few years with a dividend pay out ratio of 20 percent. So it is a decent business with decent financials, looks attractive for the subscription.  Catch the conversation   here  .   
On RailTel | Omkar Tanksale of Axis Securities: RailTel is the largest neutral infrastructure provider for telecom services and as the consumption is rising for digital and telecom, we believe the rising consumption will help them grow in the forthcoming quarters. They have a continuous dividend-paying history for the last few years with a dividend pay out ratio of 20 percent. So it is a decent business with decent financials, looks attractive for the subscription. Catch the conversation here. 
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