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
While the first quarter earnings have been mixed, earnings in second half of FY17 will be driven by monsoon and consumption, says Anup Maheshwari of DSP Blackrock Investment Managers.
16 Aug 2016, 10.27 am | Source: CNBC-TV18
The only expected trigger is the open market operations (OMO) that the Reserve Bank of India will conduct soon. Till then Amandeep Chopra, Fixed Income Head at UTI Mutual Fund expects markets to remain range-bound.
16 Aug 2016, 9.13 am | Source: CNBC-TV18
In a candid conversation with CNBC-TV18's Anuj Singhal, ace fund manager Sunil Singhania talked about his past investments and shared his views on the various sectors.
13 Aug 2016, 4.05 am | Source: CNBC-TV18
Indian investors must temper their equity investments a little bit if markets see a sharp rise, and use intermittent corrections to buy shares, Ajay Tyagi, Fund Manager at UTI Asset Management Company, says.
11 Aug 2016, 1.34 pm | Source: CNBC-TV18
The monthly average for inflow in equity mutual funds stood at 2015 Rs 7550 crore, where for the first seven months of 2016 it stands at Rs 2293 crore.
10 Aug 2016, 2.51 pm | Source: CNBC-TV18
Cement sector will be the biggest beneficiary of government spend and infrastructure projects, says S Krishna Kumar, CIO Equity, Sundaram Mutual Fund.
08 Aug 2016, 11.22 am | Source: CNBC-TV18
The best investment decisions are taken during bubbles & bursts, said S Naren, CIO, ICICI Prudential AMC.
05 Aug 2016, 11.09 am | Source: CNBC-TV18
Speaking to CNBC-TV18 Manish Gunwani of ICICI Prudential Mutual Fund said that the earnings on a reported basis are in line with expectations. “They are neither a big beat nor a big mess.” The commentary is mixed, he said.
02 Aug 2016, 10.31 am | Source: CNBC-TV18
The benefits of a good monsoon coupled with the government thrust in rural, railways, infrastructure and other areas will be seen only in the second half of fiscal year 2017, said Swati Kulkarni of UTI MF.
27 Jul 2016, 1.14 pm | Source: CNBC-TV18
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