Kotak Mutual Fund is bullish on automobiles, cement and oil & gas companies, the fund’s Chief Investment Officer-Equity, Harsha Upadhyaya told Moneycontrol.
17 Jan 2017, 5.47 pm | Source: Moneycontrol.com
It is going to be a volatile year and in the near term we are keeping an eye out for the Union Budget, Trump policies and the impact of Brexit. But India's macro fundamentals continue to look good, says Lalit Nambiar Fund Manager ...
17 Jan 2017, 1.14 pm | Source: Moneycontrol.com
A good dividend yield coupled with a five percent upfront discount makes CPSE ETF attractive for investors, said Sunil Singhania, CIO - Equity Investments at Reliance Mutual Fund. The government plans to raise Rs 6,000 crore from ...
16 Jan 2017, 1.18 pm | Source: CNBC-TV18
Emphasising on the need to ensure FII (foreign institutional investor) taxation continuity in FY18, Kotak Mahindra Asset Management’s big gun Nilesh Shah has said the Finance Minister Arun Jaitley must "cast a magic spell" on th...
13 Jan 2017, 4.00 pm | Source: CNBC-TV18
Peerless Mutual Fund expects RBI to cut repo rate by 50 bps over the next two quarters given the inflation-growth dynamics where inflation is expected to be well within RBI’s target of 5 percent by March 2017, says Killol Pandya...
11 Jan 2017, 3.31 pm | Source: Moneycontrol.com
S Naren likes the telecom space due to the current valuations for long-term. He also likes power industry, where he expects a 5-7 percent increase in power consumption in India every year.
10 Jan 2017, 11.09 am | Source: CNBC-TV18
While FY17 earnings growth will be impacted due to demonetisation exercise, we expect a 20 percent growth in FY18 on account of mean reversion in financials and global cyclicals, said Anup Maheshwari, Vice President and Head of Eq...
05 Jan 2017, 10.05 am | Source: CNBC-TV18
In an interview with CNBC-TV18 Gautam Sinha Roy said the impact of demonetisation will be felt more in rural facing, consumption inclined towards rural demand and real estate-linked sectors including building materials.
04 Jan 2017, 9.18 pm | Source: CNBC-TV18
In an interview to CNBC-TV18’s Manisha Gupta, Anil Ghelani, Senior VP at DSP BlackRock Investment Managers and Deepak Gupta, VP & Fund Manager-Equities at Kotak Mutual Fund compared gold exchange-traded funds (ETF), jewellery co...
31 Dec 2016, 5.27 pm | Source: CNBC-TV18
Speaking to CNBC-TV18 Nilesh Shah, Managing Director at Kotak Mahindra Asset Management, said that it is better to wait for results from the demonetistiaon move.
30 Dec 2016, 9.47 am | Source: CNBC-TV18
The market would most likely rebound with vigour in February-March post clarity on Budget and earnings outlook, said Sunil Subramaniam, CEO, Sundaram Mutual.
27 Dec 2016, 12.55 pm | Source: CNBC-TV18
While 2016 has been a year of uncertainties, 2017 will bring realignment to the world. Even with foreign investors withdrawing from India, domestic investors have not dried up yet, said Leo Puri, MD of UTI Asset Management.
27 Dec 2016, 11.43 am | Source: CNBC-TV18
Speaking to CNBC-TV18 Nilesh Shetty of Quantum AMC said that the long-term structural story isn’t damaged, but the near-term outlook looks a bit shaky. There will be impact on GDP growth, he said, from demonetization. The next ...
23 Dec 2016, 11.47 am | Source: CNBC-TV18
Ashish Somaiya, MD & CEO, Motilal Oswal AMC is of the believe that more and more youngsters now are open to the idea of Systematic Investment Plan (SIP).
22 Dec 2016, 9.55 am | Source: CNBC-TV18
Analyst believe that destination tax, if it goes through in US then it will impact many emerging markets significantly. On the other hand, Ajay Tyagi of UTI MF says India will be relatively less impacted because 70 percent of the ...
21 Dec 2016, 1.18 pm | Source: CNBC-TV18
Demonetisation will dent corporate profits for this quarter and the next, and a recovery is likely only in FY18, says Shibani Sircar Kurian Senior Vice President & Head -Equity Research, Kotak Mahindra Mutual Fund
20 Dec 2016, 4.11 pm | Source: Moneycontrol.com
Acknowledging that it is tough to comment on FY17 earnings growth for India Inc, Harsha Upadhyaya, CIO at Kotak MF, said businesses will see a double-digit earnings growth in FY18.
20 Dec 2016, 10.21 am | Source: CNBC-TV18
The global banking and finance services (BFSI) is improving and business could come back if earnings in the US financials improve, said Jinesh Gopani, fund manager at Axis MF.
15 Dec 2016, 12.31 pm | Source: CNBC-TV18
With swelling bank deposits due to demonetisation and likelihood of bank deposit rates remaining subdued will prompt savers move their money from banks to other financial assets like mutual funds and insurance, said Avnish Jain, H...
14 Dec 2016, 4.00 pm | Source: Moneycontrol.com
Reserve Bank of India’s cap on mutual fund investments in liquid schemes is likely to keep banks away from investing significant surplus cash in cash plans, says Bekxy Kuriakose, Head-Fixed Income, Principal PNB Mutual Fund.
13 Dec 2016, 3.42 pm | Source: Moneycontrol.com
Speaking to CNBC-TV18 Lalit Nambiar of UTI MF said that he is sticking with his portfolio. The broad thrust won’t change because of what has happened, he said, referring to the demonetisation drive.
13 Dec 2016, 12.22 pm | Source: CNBC-TV18
With all major banks having reduced deposit rates in the wake of a deluge of cash, mutual funds could be the major beneficiaries as savers move their money from banks to other financial assets, feels Dhawal Dalal, Chief Investmen...
12 Dec 2016, 2.59 pm | Source: Moneycontrol.com
The market has started to settle as they now know that demonetisation impact will be short-term, says Sunil Subramaniam, CEO of Sundaram MF. Gross Domestic Product and consumption will atke a hit in next few months.
09 Dec 2016, 1.41 pm | Source: CNBC-TV18