An accelerating earnings momentum, which could translate into profit growth of about 14-17 percent in fiscal year 2017, means fund managers are betting on the domestic sector to provide them portfolio gains.
20 Jul 2016, 10.18 am | Source: CNBC-TV18
Indian equity markets are trading at a 20 percent premium compared to historical averages and a reality check is in order in the form of first quarter earnings, says Vetri Subramaniam, CIO of Invesco Asset Management Company.
12 Jul 2016, 10.21 am | Source: CNBC-TV18
Speaking to CNBC-TV18 Cameron Brandt of EPFR Global said that there is a consensus that the US Fed tightening will be benign. "Investors are tip-toeing back into emerging markets," he said, adding that the biggest drag in the unce...
08 Jul 2016, 8.14 am | Source: CNBC-TV18
Speaking to CNBC-TV18 Ajay Tyagi, EVP & Fund Manager of UTI Mutual Fund, said markets are trading at the upper end of their fair valuations. "Monsoon, GST getting passed in this session of the parliament have all been baked into v...
07 Jul 2016, 12.21 pm | Source: CNBC-TV18
Indian markets will not see any big headwinds as monsoons have picked up and GST Bill stands a big chance of getting passed and liquidity in the system is much higher, said Mahesh Patil, Co-CIO at Birla Sun Life AMC.
01 Jul 2016, 10.28 am | Source: CNBC-TV18
Midcap stocks have done well over the past few years are likely to continue to do well going forward as well, says Shreyash Devalkar, Fund Manager, BNP Paribas Asset Management Company.
30 Jun 2016, 4.40 pm | Source: CNBC-TV18
Sushil Wadhwani, Founder and CEO, Wadhwani Asset Management warns that there is a possibility of significant European countries leaving the European Union.
30 Jun 2016, 11.08 am | Source: CNBC-TV18
Investors are not looking at past performance, but considering safer options like equity and fixed income on back of global volatility, says Nilesh Shah, MD of Kotak Mahindra Asset Management.
28 Jun 2016, 11.55 am | Source: CNBC-TV18
There will be global hiccups but one should use this volatility to build equity allocation from a long-term perspective, says Harsha Upadhyaya, CIO Equity, Kotak Mutual Fund,
28 Jun 2016, 9.16 am | Source: CNBC-TV18
India has always been a land of savings but a paradigm shift -- from real assets such as gold or real estate to financial assets -- is under way and this means immense opportunity for financial stocks, says ace fund manager Sunil ...
27 Jun 2016, 3.56 pm | Source: CNBC-TV18
Navneet Munot, CIO, SBI Mutual Fund says it's yet early days but India could be an ‘oasis of hope’ among emerging markets (EMs) because on a relative basis the macro fundamentals look good along with optimism of domestic inves...
27 Jun 2016, 11.50 am | Source: CNBC-TV18
A continuing risk-off in global financial markets is likely to impact India as well in the near term as passive funds pull out from equities without discrimination, says Nilesh Shah, MD of Kotak Mahindra Asset Management Company.
24 Jun 2016, 9.40 pm | Source: CNBC-TV18
Defying other market experts, S Naren, ICICI Prudential AMC is of the view that the correction that is seen in the marekt, post the Brexit, is in fact a buying opportunity, which should prevail for a few more days.
24 Jun 2016, 12.08 pm | Source: CNBC-TV18
Sharing his views on Franklin India High Growth Companies Fund, Kaustubh Belapurkar says it has been a quality conscious stock picker. It looks for high quality stocks which record more growth than the industry average. It is maki...
22 Jun 2016, 12.37 pm | Source: CNBC-TV18
Bond market is expected to open weak with a 4-5 basis point hardening, says Amandeep Chopra of UTI MF.
20 Jun 2016, 9.35 am | Source: CNBC-TV18
Mahesh Patil, Co-Chief Investment Officer of Birla Sun Life Asset Management Company, says any volatility would make for a good opportunity to buy stocks.
15 Jun 2016, 10.04 am | Source: CNBC-TV18