S Krishna Kumar of Sundaram Mutual Fund said inflows into financial instruments have been steady and there has been no major trend change.
Watch the interview of Anand Shah, Deputy CEO & Head of Investments at BNP Paribas MF with CNBC-TV18’s Prashant Nair and Ekta Batra, where he shared his readings and outlook on the market, and specific stocks and sectors.
It's 7th of August which means it is MF-Day here at CNBC-TV18. In an interview to CNBC-TV18, Sailesh Raj Bhan, Deputy CIO - Equity Investment at Reliance Mutual Fund shared his readings and outlook on the market.
The data in terms of flows into equity mutual fund is tremendous, almost Rs 13,000 crore is what equity mutual funds took in, in the month of July and it is a new high. In an interview to CNBC-TV18, Aashish Somaiyaa, MD & CEO of Motilal Oswal AMC shared his readings and outlook on the same.
Nilesh Shah of Kotak Mutual Fund believes that there are divisions in the market — one which has froth, cheap valuations, expensive valuations and the ones with good earnings.
Improvement in macros like lower inflation, lower interest rates and domestic reforms will help revive earnings over time
Mehrotra expects the yield curve to steepen driven by the surge of liquidity in the banking system post demonetisation.
Watch the interview of Sunil Subramaniam, CEO at Sundaram Mutual Fund with CNBC-TV18's Prashant Nair and Ekta Batra, where he shared his readings and outlook on the market and specific sectors.
Harsha Upadhyaya of Kotak MF said from 3-5 year perspective, one can invest in staggered ways.
S Krishna Kumar of Sundaram Mutual Fund said that the earnings have been pretty good and that retail private banks have seen strong delivery.
Interview with Sunil Singhania of Reliance Mutual Fund
Nilesh Shah said that the approach in the market should be that of bottom up one.
Watch the interview of Lalit Nambiar of UTI MF with Prashant Nair and Ekta Batra on CNBC-TV18, in which he shared his readings and outlook on market and specific stocks.
“Globally we are interested in large domestic markets. We have operations in Indonesia, Saudi Arabia and now we have launched a fund in India and we would like to do such kind of things in other countries. We are interested in local markets where operations are scalable,” Ashwini Agarwal, Co-Founder & Partner of Ashmore Investment Management India LLP told CNBC-TV18.
Watch the interview of Gautam Sinha Roy of Motilal Oswal Mutual Fund with CNBC-TV18's Anuj Singhal and Surabhi Upadhyay where he shared his readings and outlook on the market and specific stocks and sectors.
R Sukumar of Franklin Templeton Investments said that in this market, one could look for stock ideas which are undervalued.
Midcap IT companies that are in research, engineering services, digital space will benefit, said Rajeev Thakkar of PPFAS.
S Krishna Kumar of Sundaram Mutual Fund said that the market could still see a positive bias but one needs to keep an eye on earnings trajectory.
In a CNBC-TV18 exclusive, Nilesh Shah of Kotak Mahindra AMC says that markets are not at an all-time high in terms of valuations. He also adds that there is froth in certain sections of the market.
There is a correction which is overdue for this market and the sooner it comes the healthier it would be for the market, said Manish Sonthalia, Head Equities-PMS, Motilal Oswal AMC.
Watch the interview of V Srivatsa, EVP & Fund Manager at UTI MF with Prashant Nair and Ekta Batra on CNBC-TV18, in which he shared his readings and outlook on market and specific stocks.
Retail inflation has seen a sharp slowdown in June while May industrial output has come in at 1.7 percent. In an interview to CNBC-TV18, Amandeep Chopra, Group President and Head of Fixed Income at UTI MF assesses the impact on the bond market.
The fund house believes that a big upside in indices from this point is difficult, but does not expect any major correction due to good macros
Sluggish corporate earnings which have been a concern for the market could see a strong revival in the second half of FY18 that's the expectation which Axis Mutual Fund is working with.