• SENSEX
    NIFTY 50
Market

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

Updated : 2021-02-19 16:54:50

Here is what market gurus and industry captains said about the near-term trajectory on February 19, 2021.

On PSUs | Nilesh Shah, Managing Director, Kotak Mahindra Asset Management: PSUs are available at very attractive valuations and one has to be careful in picking them. We don’t want to pick up a stock because of momentum. We are institutional investors, we want to hold these assets for a longer period of time. We will be very selective in our approach to PSUs. There is a value and now there is an intent to monetise that value. At the end of the day, this also needs to be seen in the execution. Catch the conversation   here  .
On PSUs | Nilesh Shah, Managing Director, Kotak Mahindra Asset Management: PSUs are available at very attractive valuations and one has to be careful in picking them. We don’t want to pick up a stock because of momentum. We are institutional investors, we want to hold these assets for a longer period of time. We will be very selective in our approach to PSUs. There is a value and now there is an intent to monetise that value. At the end of the day, this also needs to be seen in the execution. Catch the conversation here.
 On HMSI | Yadvendra Singh Guleria, Director, Sales and Marketing:  We haven’t seen the economic activity back to the normal level, which was there before the pandemic. So it will be too early to comment that it is 100 percent over. A lot many people who wanted to buy earlier didn’t buy and they are still coming to our showrooms and buying their favourite product. Many are getting re-employed, which is also a part of pent-up demand. Universities and colleges are going to open again, so these are the people who will come back to the market.  Catch the conversation    here   .   
On HMSI | Yadvendra Singh Guleria, Director, Sales and Marketing: We haven’t seen the economic activity back to the normal level, which was there before the pandemic. So it will be too early to comment that it is 100 percent over. A lot many people who wanted to buy earlier didn’t buy and they are still coming to our showrooms and buying their favourite product. Many are getting re-employed, which is also a part of pent-up demand. Universities and colleges are going to open again, so these are the people who will come back to the market. Catch the conversation here. 
 On Shriram City Union Finance | YS Chakravarti, MD & CEO:  We are looking at the growth of high teens and ballpark internal target for AUM is anywhere between 17-18 percent, this is a conservative target. We have seen a lot of demand for working capital from our core product that is the MSME segment. We have a built in a very robust pipeline for this business and we are bullish on this.  Catch the conversation    here   .   
On Shriram City Union Finance | YS Chakravarti, MD & CEO: We are looking at the growth of high teens and ballpark internal target for AUM is anywhere between 17-18 percent, this is a conservative target. We have seen a lot of demand for working capital from our core product that is the MSME segment. We have a built in a very robust pipeline for this business and we are bullish on this. Catch the conversation here. 
 IDFC First Bank | V Vaidyanathan, Managing Director and CEO:  That Rs 2,000 crore was raised on June 20 was because of large accounts we had lost capital and now we are seeing very strong growth opportunities from here on because we have been hearing how things are coming back in India across all sectors. So for that growth, we wanted to be really well capitalised and we feel a fantastic time on the horizon in terms of lending opportunities for us.  Catch the conversation    here   .   
IDFC First Bank | V Vaidyanathan, Managing Director and CEO: That Rs 2,000 crore was raised on June 20 was because of large accounts we had lost capital and now we are seeing very strong growth opportunities from here on because we have been hearing how things are coming back in India across all sectors. So for that growth, we wanted to be really well capitalised and we feel a fantastic time on the horizon in terms of lending opportunities for us. Catch the conversation here. 
 On Westlife Development | Amit Jatia, Vice Chairman:  Month-on-month (MoM) right from June and July we have seen a lot of traction and progress and especially as what I believe is the new normal setting into the consumers’ minds we are continuously seeing business move up on MoM. Catch the conversation   here  .
On Westlife Development | Amit Jatia, Vice Chairman: Month-on-month (MoM) right from June and July we have seen a lot of traction and progress and especially as what I believe is the new normal setting into the consumers’ minds we are continuously seeing business move up on MoM. Catch the conversation here.
Live TV

recommended for you

Ask Our Experts CNBC TV18

Advertisement