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Dalton Capital Advisors Managing Director U R Bhat

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Consumer stocks losing out to industrial ones as market corrects

Foreign investors are also getting cautious on emerging markets including India.  Consumer stocks have been the clear losers in what has been the biggest market correction in the recent times.......

Why equity seems to be losing its charm

In three of the past four years, 10-year returns have been 10 per cent or lower, making equity unattractive, compared to other asset classes. Equity seems to be losing its charm as a preferred......

Modi's 'achhe din' is still not here!

Turnover on exchanges dips to pre-Modi levels In another sign of the Narendra Modi euphoria losing its grip over the Indian equity markets, the turnover on the stock exchanges has dipped in the......

As benchmark indices scale fresh peak, Sensex valuation nears 20-year high

The Sensex is on course to ending calendar year (CY) 2019 at a price-earnings (P/E) multiple of 29x, the highest in 25 years. Current valuations are, however, lower than those seen in the early......

S&P upgrades outlook for India

Standard and Poor's raised the outlook for India's "BBB-minus" rating to "stable" from "negative," saying the country's government mandate and improved political setting offered a conducive......

'Stay invested, Sensex will double in 5 years'

Amid high expectations from the Modi-led government, experts do not rule out events when the markets will be disappointed with the government.  U R Bhat, managing director of Dalton Capital......

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