Extremely Bullish On Titan Due To Large Opportunity Of Growth | Milind Karmarkar | ET Now

Speaking to ET NOW, Milind Karmarkar said that growth stocks will do better than value stocks as well as the markets. He expects industrials to perform well going forward. Karmarkar is extremely bullish on Titan, he says "there's a very large opportunity for the company to grow." He also continues to remain bullish on the HDFC-HDFC Bank merger. He prefers to bet on businesses that are backed by a strong balance sheet, management, and niche businesses. Watch the full interaction to find out more.
#milindkarmakar #titan #etnow
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[@karuppaiahvplm3026]

Growth rate vs GDP point ,and Mr Nikunj covering all sectors in few minutes and Mr Milind Karmakar clarity /focused comment etc all will guide investors well

[@foggerfog2110]

Please improve sound.
Unable to listen well good discussion

[@siddeshkale7626]

he is right about retail, but for long term.
but these will outperform the others.... seems questionable.
india is still not in that stage.
for next 5 years core sectors will grow the most.

[@vjkr22]

bad audio...

[@jazeelfarooq]

Speedy recovery sir…may god gives you a long healthy life.. your views helped me a lot to make a portfolio..

[@lakshmikanth6938]

Union bank of india share good multi bagger with good divided yield share

[@lakshmikanth6938]

Indian Oil Corporation good divided yield passive income share

[@pravdr1]

improve audio

[@akhilmontu]

Titan is going to be the first nail in the TATAS coffin!! Highly debted company, with such hefty PE

[@1902Ven]

10 year return on equity of trent is 2%. Return of equity of fixed deposits are 6-8%. Still it is trading at 20 times book value and 164 trailing PE that too in the year where they have booked highest ever profit. Does growth without above average returns on capital generate any value for investors or does it destroys value?

[@megharshagowda2232]

Keep day dreaming

[@1902Ven]

@@megharshagowda2232 seems like u have the stock😂

[@churabhok2869]

Are you aware how easily and cheaply they can raise capital compared to their peers?.... They'll crush competition

[@1902Ven]

@@churabhok2869 Right. But the real cost of business's capital is its opportunity cost and not the contractual cost. If we can avail debt at 1% and earn returns on that debt of 5%, that does not mean we have any kind of advantage because we can always earn more than 5%. Our real cost on that debt is opportunity cost. For example we can just buy an index fund and earn 11-12% return. Availability of cheap capital is seldom a competitive advantage.