July 13, 2017 11:27 AM IST
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.
- July 13, 2017 10:44 AM IST
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
- July 11, 2017 03:32 PM IST
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.
- July 11, 2017 11:10 AM IST
Mahesh Patil of Birla Sun Life AMC believes that a recovery could be seen in the coming quarters. On retail sentiment, he said that SIP flows are seen at around Rs 6,000 crore a month.
- July 10, 2017 06:20 PM IST
Profit growth is now improving and earnings growth for next 2-3 years is expected to be strong
- July 07, 2017 04:47 PM IST
RBL Bank is well poised to capture growth opportunities and has a great niche in the segment they are present in Renuka Ramnath, Founder & CEO, Multiples Alternate AMC.
- July 07, 2017 02:31 PM IST
In an interview to CNBc-TV18’s Prashant Nair and Ekta Batra, Swati Kulkarni, Executive Vice President and Fund Manager at UTI MF shared her reading and outlook on the market and on how the upcoming earning season will pan out.
- July 07, 2017 11:09 AM IST
Singhania said getting back to 20-30 percent growth rate would be tough for pharma companies as competition has increased in the US for pharma companies.
- July 05, 2017 04:44 PM IST
Would not be surprised if the Rs 1 lakh crore number crosses Rs 2 lakh crore in the next three years, said Nilesh Shah, MD, Kotak Mahindra AMC.
- July 04, 2017 11:12 AM IST
Harsha Upadhyaya on Kotak Mutual Fund believes that some consumer firms could also benefit from GST and lowering of taxes.
- July 03, 2017 12:25 PM IST
In an interview to CNBC-TV18, Sunil Subramaniam, CEO at Sundaram Mutual Fund shared his readings and outlook on the market fundamentals.
- June 30, 2017 09:59 AM IST
The AMFI held its Mutual Fund Summit 2017 and CNBC-TV18's Anuj Singhal was there to moderate a star-studded panel of the top fund managers and on top of everyone's mind was of course the GST!
- June 29, 2017 04:26 PM IST
Cement is likely to benefit from consolidation in the sector, government spending and demand revival, said Harish Krishnan of Kotak Mutual Fund.
- June 28, 2017 04:11 PM IST
The 10-year government bond may continue to remain in the tight band of 6.45-6.65 percent
- June 27, 2017 05:02 PM IST
In an interview to CNBC-TV18, A Balasubramanain, Chairman at AMFI shared his readings and outlook on the market fundamentals. He also spoke about the AMFI Mutual Fund Summit.
- June 27, 2017 02:12 PM IST
Nilesh Shah of Kotak Mahindra AMC believes that the long term bullish story of the market remains intact and investors, if underweight on equities, could increase investments.
- June 23, 2017 07:26 PM IST
Would avoid chasing momentum but build a portfolio that has reasonable valuations, said Harsha Upadhyaya, CIO Equity, Kotak Mutual Fund.
- June 23, 2017 06:45 PM IST
With systematic investment plans or SIPs -- adding Rs 5,000 crore per month, the industry is finally getting long-term money.
- June 19, 2017 11:02 AM IST
The financial space can be played through large corporate banks with a good franchise on the back of industrial recovery, says Anish Tawakley, Head of Research at ICICI Prudential AMC.
- June 19, 2017 10:54 AM IST
Anup Maheshwari of DSP BlackRock feels valuations are stretched, but earnings growth will help the market. He likes PSU banks as well as books will be in better shape in 12-18 months.
- June 13, 2017 11:37 AM IST
Harsha Upadhyaya of Kotak Mutual Fund believes that the pace of earnings recovery against inflows are slower. He likes consumer discretionary space and cements, and sees downside for IT.
- June 09, 2017 03:49 PM IST
Stock picking depends on balance sheet and cash flows, and not only earnings growth, says Pankaj Tibrewal, Senior VP & Equity Fund Manager, Kotak Mutual Fund.
- June 07, 2017 02:26 PM IST
The 7th of every month is Mutual Fund Day here at the CNBC-TV18 stable. In an interview to CNBC-TV18, Navneet Munot, CIO of SBI MF shared his views and outlook on financial health as well as his expectations from Reserve Bank of India (RBI) policy.
- June 07, 2017 01:04 PM IST
Earnings growth in the economy will pick up from FY18-19 onwards, says Anand Shah, Deputy CEO & CIO, BNP Paribas MF.
- May 31, 2017 01:04 PM IST
In the near term, the government will try to keep the impact of GST least disruptive as possible