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
Among the reasons that could pull down the markets, one is the quarterly earnings guidance which he sees as being muted. Tighter liquidity seen in January-March of 2016 will have a bearing on the markets, says Nilesh Shah, MD, Kot...
11 Apr 2016, 10.38 am | Source: CNBC-TV18
Mahesh Patil, Co-Chief Investment Officer at Birla Sun Life AMC believes that the market has bottomed, and one will see gradual recovery hereon.
08 Apr 2016, 10.00 am | Source: CNBC-TV18
In the banking space, Upadhyaya says he prefers retail focussed private banks and well managed NBFCs which are into consumer lending. He is wary of public sector banks as the clean up of books has just begun
22 Mar 2016, 10.29 am | Source: CNBC-TV18
BNP Paribas AMC Fund Manager Shreyash Devalkar believes the business-management-value (BMV) filter is the key to his funds' out-performance.
21 Mar 2016, 3.43 pm | Source: CNBC-TV18