There could be huge growth potential in specialty chemicals and capital allocation in specialty chemical companies will be under lens, says S Krishna Kumar, CIO-Equity at Sundaram Mutual Fund.
18 May 2016, 9.49 am | Source: CNBC-TV18
There are public sector banks which still have good valuations and asset quality metrics even after accounting for bad assets, says IV Subramaniam, MD & CIO Quantum Advisors & Director, Quantum AMC.
17 May 2016, 12.47 pm | Source: CNBC-TV18
With the Modi government completing two years of ruling, Nilesh Shah, MD of Kotak Mahindra Asset Management believes that the Indian economy has performed much better than other emerging countries like Brazil and Russia.
16 May 2016, 11.10 am | Source: CNBC-TV18
Indian stocks have witnessed a sharp rally since February, bolstered by hope that an earnings recovery may finally set in and a normal monsoon would follow two years of drought.
05 May 2016, 12.57 pm | Source: CNBC-TV18
Markets globally had been looking for a reason to correct but any fall only accentuates the appeal of Indian shares, says Nilesh Shah, Managing Director of Kotak Mahindra Asset Management Company.
04 May 2016, 10.58 am | Source: CNBC-TV18
Companies exposed to the rural sector have seen a solid run-up in the market bounceback that has been seen since the February lows but they may continue to perform well going forward well, says Nilesh Shah, MD of Kotak Asset Manag...
28 Apr 2016, 4.15 pm | Source: CNBC-TV18
Giving her market and sectoral outlook, Swati Kulkarni told CNBC-TV18 that earnings are going to be better for FY17 than FY16 and expects rural side of the economy to pick up on the back of a good monsoon.
27 Apr 2016, 12.15 pm | Source: CNBC-TV18
Investors need to be careful while investing in small and mid-cap PSU banks as a large portion could be in value-trap right now, says Nilesh Shetty of Quantum AMC.
26 Apr 2016, 12.25 pm | Source: CNBC-TV18
The house will continue with its overweight position in industrials, construction and rate sensitives, says S Krishna Kumar, CIO-Equities, Sundaram Asset Management.
20 Apr 2016, 11.54 am | Source: CNBC-TV18