In an interview with CNBC-TV18, Anshul Saigal of Kotak Mutual Fund spoke about his reading of the market and his outlook.
Investors had forgotten the word ‘risk’ and now they will be more careful, said investors had forgotten the word ‘risk’ and now they will be more careful.
Given the intensity of the fall and given that it is a global sell-off, one should not be in a hurry to enter the market, especially since most Indian investors are overbought, said Gautam Sinha Roy of Motilal Oswal MF.
Taher Badshah, CIO-Equities, Invesco Mutual Fund said earnings from largecap and midcaps have been heartening, most in line with elevated expectations of the market.
Aditya Birla Sun Life Mutual Fund is maintaining a neutral stance on information technology and on pharmaceutical sector
Watch the interview of Lalit Nambiar of UTI MF with Prashant Nair and Ekta Batra of CNBC-TV18, where he shared his readings and outlook on the fundamentals of the market, and specific stocks and sectors.
The expert believes that it would be prudent to tilt the portfolio towards largecaps, where valuations are slightly better.
he market could see some more volatility, so prudent to stick to the format the investor is comfortable with, said Dhimant Shah, Senior Fund Manager, Equities, Principal PNB AMC.
The fund house is betting big on general insurance companies and participated in most general insurance IPOs that got listed last year
In an interview with CNBC-TV18, Sunil Subramaniam, CEO of Sundaram Mutual Fund discussed the mutual fund (MF) industry wish-list and their expectations from Budget 2018.
The one thing they like about investing in India is the prudent manner in which the economy has been managed by the government and the RBI, said Bill Maldonado of HSBC Global AMC.
In medium-term there would be significant acceleration in housing purchases, which could be a big opportunity for housing finance companies to lend to, said Jayesh Gandhi of Birla Sun Life AMC.
Financials is an interesting space because the market share has shifted from PSUs to private in spaces banks, insurance, AMCs, said Pankaj Tibrewal, Senior VP & Equity Fund Manager, Kotak MF.
The overall market is factoring in a lot of positive news, said S Krishna Kumar. Cues such as India being fastest-growing economy going ahead along with swelling order books of EPC firms are working well.
In an interview with CNBC-TV18, Ajay Tyagi, EVP & Fund Manager, UTI Mutual Fund discussed fundamentals of the market.
Fund flows in December may have slowed but 2017 flows overall have been at record levels that is flows coming from retail investors to mutual funds. In an interview to CNBC-TV18, Sailesh Raj Bhan, Deputy CIO-Equity Investment at Reliance Mutual Fund shared his views and readings on this extraordinary trend of 2017 and will the same continue in 2018.
Speaking on valuation issues, Tushar Pradhan highlighted that they did move higher last year and PE expansion also contributed to returns from the market.
Watch the interview of Sunil Subramaniam, CEO at Sundaram Mutual Fund with Prashant Nair and Ekta Batra on CNBC-TV18, in which he shared his readings and outlook on market and specific stocks.
Watch the interview of Swati Kulkarni, Executive Vice President and Fund Manager at UTI MF with Sonia Shenoy and Ekta Batra on CNBC-TV18, in which she shared her readings and outlook on the fundamentals of the market, and specific stocks and sectors.
Manish Sonthalia expects the taxation to return to equity given the lower GST collections along with economic scenario.
In the fund there are several consumer names both from the staples basket as well from the discretionary basket, said Gaurav Mehta, Fund Manager,Ambit Asset Management.
Watch the interview of Gautam Sinha Roy of Motilal Oswal Mutual Fund with CNBC-TV18's Ekta Batra and Surabhi Upadhyay where he shared his readings and outlook on the fundamentals of the market and specific stocks and sectors.
Overall, he expects auto and cement names to show growth in earnings. For the second half of this fiscal too he expects good earnings trends.
Watch the interview of Lalit Nambiar, EVP - Fund Manager & Head of Research at UTI MF with Prashant Nair and Ekta Batra of CNBC-TV18, where he shared his readings and outlook on the fundamentals of the market, and specific stocks and sectors.
It is true that deploying money in this market has become definitely challenging but IPOs and divestments provide great opportunity, said Nilesh Shah MD, Kotak Mahindra AMC