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Monetary policy expectation from Mr. Shivam Bajaj, Avener Capital  Quote on Monetary policy expectation from Mr. Shivam Bajaj - Founder & CEO at Avener Capital  "Two critical factors would determine MPC's stand on rates in this meeting, whether Inflation continues to remain beyond RBI's comfort zone and GST collections as well as PMI is looking up even after successive rates hikes by RBI in the initial part of this year which would give it confidence to continue its hawkish stand. This might align market expectations towards rat...
Monetary policy expectation from Mr. Shivam Bajaj, Avener Capital 
Monetary policy expectation from Mr. Shivam Bajaj, Avener Capital 
Source: PR Agency
3/08/2022 12:18:38 PM
Quote on Zomato - Blinkit deal By Shivam Bajaj, Avener Capital Below is quote on Zomato - Blinkit deal By Shivam Bajaj, Founder & CEO at Avener Capital "Zomato’s acquisition of Blinkit for Rs.4,447 crore in an all-stock deal marked its entry into the emerging sector of “quick-commerce”. This deal shall provide cross-selling opportunities to Blinkit by gaining access to the 15mn active monthly users of Zomato and vice-versa. Further, the merger might yield synergies in terms of better utilisation of Zomato’s h...
Quote on Zomato - Blinkit deal By Shivam Bajaj, Avener Capital
Quote on Zomato - Blinkit deal By Shivam Bajaj, Avener Capital
Source: PR Agency
27/06/2022 3:25:08 PM
View on RBI Monetary Policy by Shivam Bajaj, Avener Capital Below is View on RBI Monetary Policy by Shivam Bajaj, Founder & CEO at Avener Capital With CPI forecasts at 6.7% from 5.7%, RBIs rate hike of 50bps came in line with market expectations and was taken into account by the market in the previous trading sessions. In an attempt to curb inflation, the expectations of this rate hike had been factored in the form of increase in bond yields, which might result in expensive borrowing for corporates. However, a consequent cor...
View on RBI Monetary Policy by Shivam Bajaj, Avener Capital
View on RBI Monetary Policy by Shivam Bajaj, Avener Capital
Source: PR Agency
8/06/2022 11:47:06 AM
Quote on LIC listing by Shivam Bajaj, Avener Capital Below is quote on LIC listing  by Shivam Bajaj, Founder & CEO at Avener Capital "Despite the reduction in the pre-IPO valuation of LIC, the scrip has still listed at a discount on the bourses which is in tandem with the diminution in insurance companies’ valuation and softness in the markets due to macro-economic constraints. However, given the attractive fundamentals, stability in operating metrics and expected recovery in the markets, we can potentially see ...
Quote on LIC listing by Shivam Bajaj, Avener Capital
Quote on LIC listing by Shivam Bajaj, Avener Capital
Source: PR Agency
17/05/2022 4:25:21 PM
Quote on RBI Monetary Policy expectations by Shivam Bajaj, Avener Capital Below is Quote on RBI Monetary Policy expectations by Shivam Bajaj, Founder & CEO at Avener Capital "Central Banks globally have embarked upon raising Interest Rates to curb inflationary pressure. However, India so far has maintained a more accommodative policy. Retail inflation in India in Feb 2022 rose to 8 Months high of 6.07% which is outside the RBIs target range of 4-6%. In the last MPC meeting, RBI attributed high inflation largely due to supply side p...
Quote on RBI Monetary Policy expectations by Shivam Bajaj, Avener Capital
Quote on RBI Monetary Policy expectations by Shivam Bajaj, Avener Capital
Source: PR Agency
5/04/2022 6:00:09 PM
Quote on RBI Monetary policy expectations By Shivam Bajaj , Avener Capital Below is quote on RBI Monetary policy expectations By Shivam Bajaj, Founder & CEO  at Avener Capital "Central Banks globally have embarked upon raising Interest Rates to curb inflationary pressure. However, India so far has maintained a more accommodative policy. Retail inflation in India in Feb 2022 rose to 8 Months high of 6.07% which is outside the RBIs target range of 4-6%. In the last MPC meeting, RBI attributed high inflation largely due to supply side pressures and h...
Quote on RBI Monetary policy expectations By Shivam Bajaj , Avener Capital
Quote on RBI Monetary policy expectations By Shivam Bajaj , Avener Capital
Source: PR Agency
4/04/2022 4:45:15 PM