Tue, Apr 05, 2022
Tarun Birani, Founder CEO at TBNG Capital Advisors said that India's IT sector has a healthy order book and growth levers are in place which puts many companies on the cusp of a multi-year growth trajectory.
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Mon, Apr 04, 2022
Pradeep Gupta, Co-Founder & Vice Chairman, Anand Rathi Group thinks that the fundamentals of financials and pharma sectors would positively surprise the market in FY23 and there is relative value in these segments
Thu, Mar 31, 2022
Abhay Agarwal, Founder, and Fund Manager, Piper Serica said that with an expected growth of 15% in corporate earnings, and assuming no geopolitical event, we can expect the Indian market to provide a 15-20% return in FY23
Wed, Mar 30, 2022
Darshan Engineer, Portfolio Manager, Karma Capital Advisors says that FY23 will be a challenging year for equity markets, investors and money managers as they navigate uncertain times
Mon, Mar 28, 2022
Jaiprakash Toshniwal, Sr. Equity Research Analyst & Fund Manager at LIC Mutual Fund Asset Management Ltd said that market volatility is the essence of the equity market, and one may choose to invest in hybrid products which gives stability of debt and may give growth of equity
Wed, Mar 23, 2022
Dhaval Kapadia has more than 23 years of experience in areas including fixed income, equity markets and investment advisory.
Tue, Mar 22, 2022
Devarsh Vakil- Deputy Head of Retail Research, HDFC Securities said that richly valued consumption stocks will have tough time passing on higher prices to customers. Commodities have had a decent run and it is due for a pullback.
Thu, Mar 17, 2022
Dr. Joseph Thomas, Head of Research, Emkay Wealth Management said that the Rupee may remain weak and may tend to depreciate. There are two factors in the case of Rupee that are always relevant, trade and investments. Trade may not be a very determinant factor at presen
Mon, Mar 14, 2022
Mitul Shah, Head of Research – Institutional Desk at Reliance Securities Ltd expects FII inflows to return in 1HFY23, while the DII investments would continue in 2022, and equities would outperform with double-digit returns. Our year-end 2022 target for Nifty is 20,000 at 22x FY24E earnings.
Thu, Mar 10, 2022
Akhil Chaturvedi, Chief Business Officer at Motilal Oswal Asset Management said that money-making opportunities generally come in gloom and doom, those who buy on dips generally perform better than those who buy in tail winded markets.
Fri, Mar 04, 2022
"Fundamentally price performance should be looked at as the first criterion to understand the portfolio. As a senior equity research analyst, myself, I may be looking at trimming portfolio size in case of large number of holdings, and insignificant holdings," Dr. Joseph Thomas
Wed, Mar 02, 2022
Keval Bhanushali, CEO at Marwadi Financial Services believes that investors can look at investing 15%-20% of their capital at this level, but it is not going to be such an easy bishop recovery for the markets, he opines.
Tue, Mar 01, 2022
In an interview with Zeebiz's Kshitij Anand, Joshi said that sectors, where earnings resilience is holding as of date are Capital Goods/Construction Equipment, Autos, while IT/financials/metals are showing some signs of consolidation.
Mon, Feb 28, 2022
In an interview with Zeebiz's Kshitij Anand, Gupta said that there are many large caps from the sectors like corporate linked banks, capital goods, telecom, energy which have not performed for the last many years and can start seeing good inflows.
Sheth is the Director and Cofounder of Karma Capital Advisors. Rushabh’s experience spans over 29 years with 21 years in money management – primarily in listed equities. At Karma Capital, he is also Portfolio Manager besides contributing to the overall corporate management
Tue, Feb 22, 2022
In an interview with Zeebiz's Kshitij Anand, Rai said that investors seeking long-term returns and wealth accumulation must therefore align their investment strategies with the paradigm of Sustainability.
Mon, Feb 21, 2022
Deepak Jasani, Head of Retail Research, HDFC Securities said that as interest rates go north, growth stocks could become less attractive especially if they fail to deliver on the high expectations of growth in top and bottom line.
Thu, Feb 17, 2022
Abhay Agarwal, Founder, and Fund Manager, Piper Serica said that while the year 2021 was an exceptionally rewarding one for equity investors we believe that markets will give back some of those gains in 2022 especially in frothy and speculative assets.
Wed, Feb 16, 2022
Mitul Shah expects the Nifty50 to enjoy premium valuation for the next 1-2 years on the back of higher earnings CAGR, as India becomes a preferred destination for global manufacturing, going ahead.
Tue, Feb 15, 2022
Sanjay Chawla, CIO, Baroda Asset Management Company said that currently, infra theme seems to be tick marking most of the boxes. If the same prevails, then we may see the infra theme growing for many years.
Wed, Feb 09, 2022
Shrikant Chouhan, Head of Equity Research (Retail), Kotak Securities Ltd said that undervalued stocks from capital goods, cement, metals, PSU banks, construction, and infra would benefit.
Tue, Feb 08, 2022
Sonam Srivastava, Founder at Wright Research said that India is an attractive investment destination, and rate hikes are not necessarily harmful, as seen from 2004-07 and 2013-14. I expect the strength to come back as the situation clarifies itself.
Sun, Feb 06, 2022
In an interview with Zeebiz's Kshitij Anand, Menon said that if the capital market conditions remain favorable, actual achievement could be higher than Rs 65,000 cr.
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