Page 2 - Vishal Chhabria

More stocks at lofty valuations again

Number of scrips trading above 50 times and 100 times earnings at record highs

Liquidity will have a premium in volatile market, says Manish Chokhani

Manish Chokhani, director, Enam Holdings said investors should brace for volatility, keep some cash

Tata stocks may breathe easy

With Mistry's resignation there will be more clarity for the companies

Market not pricing disruption beyond 2-4 weeks: Gautam Chhaochharia

Gautam Chhaochharia believes UBS's conservative net profit estimates are at risk

Demonetisation: investors to wait for stability, says Raj Balakrishnan

Modi govt's decision to demonetise Rs 500 and Rs 1,000 notes took investors off guard, just Trump's US election win did, says BofA-ML India head for investment banking

Demonetisation will hurt growth in the near term: Motilal Oswal

Interview with Motilal Oswal

Rate cut to benefit mid-caps

Interest rate sensitives are the obvious choice; smaller players with operational turnaround to see accelerated gains

Merger a win-win, says Birla group

Management believes financial services business will get major boost; Idea will be a small part of Grasim and is self-sufficient to raise funds

High retail bids could weigh on L&T Infotech

L&T Infotech might witness a subdued listing, fear market players, due to heavy participation from small investors

Up to India to turn this crisis into opportunity: Sanjeev Prasad

Interview with Senior executive director and co-head, Kotak Institutional Equities

5 stocks you should consider

These are companies with a strong track record and good prospects on earnings

Private banks in demand despite higher valuations

Given their superior business model and growth prospects, analysts continue to be bullish on these lenders

We are increasing India's weight in our portfolio: Mark Mobius

Interview with Executive Chairman, Templeton Emerging Markets Group

Less PSU dividends in FY16?

Performance of many in first 9 months was muted; even with govt stipulation, payouts may not rise

No big bang measures

Focus on rural economy, infra, affordable housing should help; but fiscal deficit goal challenging

Our 2016 Sensex target is 26,000, based on earnings growth of 12-13%: Sanjay Mookim

Interview with India equity strategist, Bank of America Merrill Lynch

Meet the all-weather stocks

Bull or bear market, here are 10 firms that have withstood various market phases and delivered strong earnings growth, stock returns

A lot hinges on earnings recovery

2016 will be a much better year for Indian markets: Sunil Singhania

Interview with Chief investment officer, equity, Reliance Capital Asset Management

Alternative investments become part of mainstream

While PE and realty-based funds account for 40% of the assets under management, debt- and equity-based funds are becoming popular, too