BUSINESS
Daily Voice | Rate tightening poses biggest threat to earnings in first half, says this fund manager
Naveen Chandramohan of ITUS Capital believes that the market will offer interesting opportunities to deploy capital in the first half.
BUSINESS
Daily Voice | This fund manager believes capital flows to spiral in India over next 3 years
The earnings growth today being priced in is at a CAGR of 15 percent over the next 2 years and I believe we should see that materialize with positive tailwinds in pockets.
BUSINESS
Daily Voice | This fund manager expects a robust September quarter for banking & financials and manufacturing themes
In the near term, the RBI will have to raise rates on the supply side, which can result in a temporary slowdown but it will not affect growth in the medium term, says ITUS Capital founder Naveen Chandramohan
BUSINESS
What does long-term mean any more for the Indian Investor?
Every fund manager wants their investors to stay with their fund and increase their duration for which they can manage their client's money.
BUSINESS
Time to invest and look at India with optimism, says Naveen Chandramohan of ITUS Capital
The share of unorganized sector contribution to our GDP stands at 51 percent. Though this has come down from 64 percent over the last 8 years, there is significant scope for this to reduce in the coming decade.
