Going forward midcaps are likely to outperform the benchmarks and one can play the construction, pipes, agro-chemical only through midcaps investments, said Pankaj Tibrewal, Fund Manager, Kotak Mutual Fund.
06 Dec 2016, 4.15 pm | Source: CNBC-TV18
Rajeev Thakkar, Chief Investment Officer, PPFAS Mutual Fund, says FMCG sector offers staples which are essentials in consumers' lives and thus the segment will lead the recovery in demonetisation-hit economy.
06 Dec 2016, 2.34 pm | Source: Moneycontrol.com
In next 40-50 days, investors can use the current weakness to rejig portfolios. Consumption theme, S Krishna Kumar, CIO – Equity, Sundaram Mutual Fund said, continues to take the center stage.
02 Dec 2016, 6.19 pm | Source: CNBC-TV18
The fund is still upbeat on IT and pharma sector even though IT space is still not out of woods but it is likely to be sector that would report profitability going forward. The house is already overweight on pharma, said V Srivats...
02 Dec 2016, 12.47 pm | Source: CNBC-TV18
The rupee is expected to see further depreciation in the coming months against the US dollar, although the depreciation will not be too steep, says Manish Gunwani, Deputy CIO, ICICI Prudential Mutual Fund.
01 Dec 2016, 3.21 pm | Source: Moneycontrol.com
The currency ban is likely to dent the corporate earnings growth for the next 2 quarters and investors will only be able to witness a pickup in earnings from Jul-Sep onwards, says Ravi Gopalakrishnan, Head Equities, Canara Robeco ...
28 Nov 2016, 3.31 pm | Source: Moneycontrol.com
Pradhan feels the next six months will be tough, and sentiment will remain bad as the economy gradually tilts from formal to semi-formal in the medium term
28 Nov 2016, 11.00 am | Source: CNBC-TV18
Tushar Pradhan of HSBC Global says investors should prime themselves for uncertainty immediately following the demonetisation move but adds that reform has the potential to "forever change the economy".
28 Nov 2016, 10.07 am | Source: CNBC-TV18
Nilesh Shah, MD, Kotak Mahindra AMC is confident that market will not move in a unidirectional manner but would remain volatile, adding that although he has not turned bearish on the market, he would focus more on ground realities...
28 Nov 2016, 9.40 am | Source: CNBC-TV18
In the special series Wizards Of Dalal Street, Ramesh Damani caught up with Mrinal Singh, Deputy CIO at ICICI Prudential AMC where he spoke about how he spotted Natco Pharma.
25 Nov 2016, 8.14 pm | Source: CNBC-TV18
The near-term impact of government’s demonetisation move is difficult to assess and can’t determine whether the market has hit bottom, Harsha Upadhyaya, CIO-Equity of Kotak Mutual Fund told CNBC-TV18.
25 Nov 2016, 3.13 pm | Source: CNBC-TV18
The move to withdraw high-denomination notes is expected to dent immediate consumption in the medium-term, but will have a positive impact on growth and inflation in the long run, says Kumaresh Ramakrishnan, Head-Fixed Income at D...
23 Nov 2016, 4.09 pm | Source: Moneycontrol.com
Speaking to CNBC-TV18 Mahesh Patil, Co-Chief Investment Officer at Birla Sun Life said that following the demonetisation move they have been relooking their portfolio.
22 Nov 2016, 11.56 am | Source: CNBC-TV18
The current demonetisation move to freeze Rs 500 and Rs 1,000 banknotes is expected to have a beneficial impact on the formal sector in the long term, said Rajat Jain, Chief Investment Officer, Principal Mutual Fund.
22 Nov 2016, 10.08 am | Source: Moneycontrol.com
The government’s decision to demonetise Rs 500 and Rs 1,000 currency notes is an excellent move and will help economy significantly in the long term, says S. Naganath, President and Chief Invesment Officer, DSP BlackRock Investm...
16 Nov 2016, 6.28 pm | Source: Moneycontrol.com
The 41-year old Jain’s theory is based on the bet that governments in developed countries will switch to fiscal stimulus to revive their economies, since monetary stimuli by central banks have been shown to be largely ineffectiv...
15 Nov 2016, 9.10 am | Source: Moneycontrol.com
Speaking to CNBC-TV18 Manish Gunwani of ICICI Prudential Mutual Fund said that there is an upward movement seen in bond yields globally. Ultimately, it is about eanrings growth, he said. He doesn’t think there is a case yet for ...
10 Nov 2016, 9.59 am | Source: CNBC-TV18
The biggest trigger for the market will be return of earnings growth in large cap companies. Peerless Mutual Fund expects earnings growth in the band of 10-12% over the next 2-3 years, said Amit Nigam, Head-equities in an intervie...
08 Nov 2016, 4.27 pm | Source: Moneycontrol.com
Corporate earnings are expected to touch 14-15 percent in the next 3-5 years, while for the next 2 years earnings growth will remain in the band of 10-12 percent, says Akash Singhania, Deputy CIO-equities at DHFL Pramerica Mutual ...
04 Nov 2016, 3.05 pm | Source: Moneycontrol.com
Private banks are one of the last sectors that still has regulatory hurdles and two thirds of the market is with public sector banks, which are undergoing asset quality issues. This makes private banks attractive over long term, s...
03 Nov 2016, 4.32 pm | Source: CNBC-TV18
As global volatility continues on account of factors such as US Presidential elections, Swati Kulkarni of UTI MF says any correction can be used as a good entry point by investors.
02 Nov 2016, 12.31 pm | Source: CNBC-TV18
In line with most fund houses, Edelweiss Financial Services, too, is placing its bets on financials and auto ancillary space. The fund house is also upbeat on textiles and select pharma stocks, but prefers staying underweight on i...
28 Oct 2016, 1.31 pm | Source: Moneycontrol.com