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economictimes.indiatimes.com / 1 year ago
economictimes.indiatimes.com / 1 year ago
economictimes.indiatimes.com / 1 year ago
Midcaps vs Largecaps: Where should investors place their bets now? Sudip Bandyopadhyay answers
«As far as other two-wheelers are concerned, by and large, they are doing reasonably well. We have to keep focusing from long-term on Bajaj. I do not see much of a problem there,» says Sudip Bandyopadhyay, Group Chairman, Inditrade Capital.
Want to get your view on this entire auto space because today we have news flow coming in from Ola Electric on one end. On the other side, over the last couple of days, we have seen major auto players announcing price hikes that they will be rolling in from next month. How much do you think this price hike could aid the bottom line of these auto companies for FY25 and what is the outlook on the sector in general?
Sudip Bandyopadhyay: The auto price hikes are definitely good news as far as the industry is concerned. Obviously, it kind of shows that there is demand, that is how the manufacturers are taking the risk of hiking prices.
But they had very little option also with the cost inflation definitely eating into the margins. So, they needed to do this hike, take this hike, and they have taken. So, this is good news. Overall, we are a bit cautious.
Of course, you talked about Ola Electric, that is absolutely avoid at this stage. There are too many challenges and too many issues as far as that company is concerned, including the battery plant, which nobody is talking about. But that is going to take a lot of time to stabilise and start contributing, apart from the challenges in their manufacturing, servicing, and even things like registration. So, it is better to avoid Ola
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markets
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21.05 / 09:47
markets
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Forensic audits support corporate-fraud probes and IBC cases but still lack enforceable standards
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