Although one cannot totally rule out rate cut by the RBI in the upcoming meet on Ocotber 4, the odds are in favour of rate cut in later, said Swati Kulkarni, Exec VP & Fund Manager, UTI MF.
27 Sep 2016, 12.25 pm | Source: CNBC-TV18
Speaking to CNBC-TV18 Mahesh Patil of Birla Sun Life AMC said that in NBFCs valuations are on the higher side. “We don’t don’t just look at near-term PE multiples. We take a longer view. This is a good sector to be in.”
27 Sep 2016, 9.44 am | Source: CNBC-TV18
In an in interview with CNBC-TV18, Nilesh Shah said that he expects the market to take short term cues from the upcoming monetary policy on October 4.
22 Sep 2016, 3.33 pm | Source: CNBC-TV18
Recovery for the Indian economy is likely to be driven by consumption, and infrastructure and consumption as a theme can be played via auto ancillary and home building, says Harish Krishnan, Senior VP & Equity Fund Manager, Kotak ...
20 Sep 2016, 4.27 pm | Source: CNBC-TV18
In an interview with CNBC-TV18, Sohini Andani of SBI Mutual Fund talked about her funds' holdings and explained why she is bullish on consumption plays like autos, NBFCs and cement, despite valuations being perceived by some as be...
14 Sep 2016, 5.23 pm | Source: CNBC-TV18
India is the only pack in emerging markets which has a domestic consumption story building on its own, independent of volatility from global news, according to Sundaram Mutual Fund CEO Sunil Subramaniam.
14 Sep 2016, 12.52 pm | Source: CNBC-TV18
In an interview with CNBC-TV18, Harsha Upadhyaya of Kotak Mutual Fund said that investors looking to put money into equity should be ready to withstand intermittent volatility.
14 Sep 2016, 10.57 am | Source: CNBC-TV18
Krishna Kumar's advice to retail investors is to top up their systematic investment plans with lumpsum investments when there is a big correction in the market. He does not see a significant correction coming in the short term.
12 Sep 2016, 9.54 am | Source: CNBC-TV18
Speaking to CNBC-TV18, Rahul Singh of Ampersand Capital said that the expectation of a good monsoon, Good and Services Tax (GST) Bill and economic growth after 7th Pay Commission and what it does to FY18 earnings is driving the ma...
09 Sep 2016, 12.42 pm | Source: CNBC-TV18
Domestic equity funds have infused inflows worth Rs 6,500 crore and the market is seeing sustained flows on the retail side, according to Harish Krishnan, Senior Vice-president and equity fund manager at Kotak Mutual Fund.
09 Sep 2016, 11.52 am | Source: CNBC-TV18
In an interview with CNBC-TV18, Nilesh Shah, MD of Kotak Asset Management Company, said that given the recent stock market run, investors shouldn't have hopes of immediate gains but said that investors must still invest for the lo...
08 Sep 2016, 10.46 pm | Source: CNBC-TV18
Gopal Agrawal, Chief Investment Officer at Mirae Asset Global Investments, believes that the spate of bad news that has hit the sector has resulted in valuations becoming cheaper.
08 Sep 2016, 4.04 pm | Source: CNBC-TV18
Near-term headwinds verticals like IT are evident in both in earnings and stock prices, Anand Radhakrishnan, Chief Investment Officer, Equity, Franklin Templeton Investments told CNBC-TV18. He added that the situation doesn’t lo...
08 Sep 2016, 10.33 am | Source: CNBC-TV18
Long-term investors can look at fully invested funds but people with a 2-3 year time frame should look at investing in dynamic asset allocated funds or balanced funds, said Manish Gunwani, Deputy CIO Equity, ICICI Prudential Mutua...
07 Sep 2016, 9.57 am | Source: CNBC-TV18
If you want to do active stock picking, here's how you should do it, says Nilesh Shah, MD of Kotak AMC.
31 Aug 2016, 10.33 am | Source: CNBC-TV18
The monsoons, Seventh Pay Commission and government spending in roads have been major triggers for markets. She is bullish on domestic cyclicals, namely, construction, cement and auto sectors.
30 Aug 2016, 1.30 pm | Source: CNBC-TV18
Axis MF is underweight on IT sector, which has large exposure to global economies. Edgy growth rates as well as lowering guidance in IT are main concerns, says Jayesh Gopani of Axis Mutual Fund.
26 Aug 2016, 12.15 pm | Source: CNBC-TV18
According to V Srivatsa of UTI MF, cement companies will see volume growth in FY17 and earnings of the banking space will recover going forward.
25 Aug 2016, 3.45 pm | Source: CNBC-TV18
In an interview with CNBC-TV18, Pankaj Tibrewal, Fund Manager with Kotak Asset Management Company, explained why it makes sense to invest in companies that benefit from rise in discretionary and government spending, and said that ...
24 Aug 2016, 4.19 pm | Source: CNBC-TV18
There continues to be worries over global growth especially in relation to the US, says Pradhan. As far as IT sector is concerned, significant headwinds exist in Europe and Japan, he says
24 Aug 2016, 10.27 am | Source: CNBC-TV18
With reforms like GST and monetary concerns behind us, earnings growth will drive the market, says Sashi Krishnan, CIO of Birla Sun Life Insurance.
22 Aug 2016, 12.25 pm | Source: CNBC-TV18
The global economy is likely to face strong deflationary pressures over the medium to long term and central banks' easy money policies to counter this trend will likely have implications for stocks, says Chandresh Nigam, MD and CE...
19 Aug 2016, 2.49 pm | Source: CNBC-TV18
There have been more positive surprises, albeit marginally, than negative ones in first quarter corporate earnings, says Mahesh Patil, Co-CIO of Birla Sun Life AMC in an interview to CNBC-TV18.
19 Aug 2016, 10.25 am | Source: CNBC-TV18
With good monsoon, focus is now more on domestic oriented businesses than exports, says Harsha Upadhyaya of Kotak Mutual Fund. The fund house has increased its exposure to rural plays in last 3-4 months, he adds.
18 Aug 2016, 9.48 am | Source: CNBC-TV18