Pain points in Infy’s Q3 results & why Iran tensions won’t escalate

NEW DELHI: Geopolitical tensions, Q3 earnings, oil price movement and a number of company-specific developments marked the week gone by on Dalal Street. The bulls managed to have the last laugh with benchmarks ending in the green despite heavy selling on the two of the three days.Here's a look at what top Dalal Street experts made of the market moves and what they believe lies ahead through their Twitter feeds:Threat of US-Iran warShyam Sekhar, co-founder ithought, commented on the geo-political tensions saying "World War III" lasted only two tweets. World war3 lasted two tweets. #IranVSAmerica— Shyam Sekhar (@shyamsek) 1578525964000 Mumbai-based PMS manager Basant Maheshwari believes it’s unlikely that the US-Iran tensions would last longer given it is an election year and the war also spells trouble for the US. Expect @realDonaldTrump not to escalate this further beyond a point - after both sides have made a point. Geographi… https://t.co/XzwpHcne0V— Basant Maheshwari (@BMTheEquityDesk) 1578448979000 Q3 earningsSandip Sabharwal, an independent market advisor has a contra view regarding the Infosys Q3 results. But why? Take a look. Some analysts seem to be impressed with @Infosys results. Factually They missed margins significantly & EBIT is muc… https://t.co/hpCitJEYsX— sandip sabharwal (@sandipsabharwal) 1578655299000 Sekhar believes that India Inc is unenthusiastic about coming out with Q3 results. What could be the reason? Such low enthu to release quarterly results early in the season is unseen in a long time. Corporate India playing… https://t.co/Y6zX4rMxnK— Shyam Sekhar (@shyamsek) 1578467296000 Gold in glitter modeSabharwal explains why gold is definitely not a "useless asset" Everyone tells Indian's DONT BUY GOLD. Its a useless asset Really? From 2007 end peak to current peak Nifty is u… https://t.co/7HScGpPUEU— sandip sabharwal (@sandipsabharwal) 1578293858000 Yes, I do try and time and then Buy Gold every year It gets put away somewhere I don't see it for months or years B… https://t.co/m2wHqtVbVg— sandip sabharwal (@sandipsabharwal) 1578296911000 Macro & economySabharwal on CPI data and Budget Next weeks CPI data will be important to monitor as it will determine to a great extent @RBI and MPC Monetary Polic… https://t.co/JRgHL9X6jY— sandip sabharwal (@sandipsabharwal) 1578628987000 Sekhar says the government has its own rhythm, economy has its own rhythm too and investors must follow their own If i truly believed in 2012 that Govt was running the economy into the ground, never to recover again and damaged f… https://t.co/cvAvv220sB— Shyam Sekhar (@shyamsek) 1578281422000 In other news...Sabharwal following lack of any structural developments on the YES Bank, called for RBI and the finance ministry to keep an eye on it. The @YESBANK saga continues Date pe Date One more date given for potential fund raising. No substantive developme… https://t.co/ePSbNKXdyN— sandip sabharwal (@sandipsabharwal) 1578658720000 Meanwhile, Samir Arora on why companies such OYO should list quickly Companies like Oyo should quickly list on Indian exchanges. Long/SHORT funds are always looking for new opportunities.— Samir Arora (@Iamsamirarora) 1578711795000

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