January 04, 2017 09:18 PM IST
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.
- December 31, 2016 05:27 PM IST
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 companies and other investment options and also spoke on whether investors should move their money to gold funds.
- December 30, 2016 09:47 AM IST
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.
- December 27, 2016 12:55 PM IST
The market would most likely rebound with vigour in February-March post clarity on Budget and earnings outlook, said Sunil Subramaniam, CEO, Sundaram Mutual.
- December 27, 2016 11:43 AM IST
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.
- December 23, 2016 11:47 AM IST
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 12 months are going to be tough for equities, he said.
- December 22, 2016 09:55 AM IST
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).
- December 21, 2016 01:18 PM IST
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 country's GDP is domestic consumption.
- December 20, 2016 04:11 PM IST
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
- December 20, 2016 10:21 AM IST
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.
- December 15, 2016 12:31 PM IST
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.
- December 14, 2016 04:00 PM IST
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, Head-Fixed Income, Canara Robeco Mutual Fund.
- December 13, 2016 03:42 PM IST
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.
- December 13, 2016 12:22 PM IST
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.
- December 12, 2016 02:59 PM IST
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 Investment Officer-Fixed income, Edelweiss Mutual Fund
- December 09, 2016 01:41 PM IST
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.
- December 06, 2016 04:15 PM IST
Going forward midcaps are likely to outperform the benchmarks and one can play the construction, pipes, agro-chemical only through midcaps investments, said Pankaj Tibrewal, Fund Manager, Kotak Mutual Fund.
- December 06, 2016 02:34 PM IST
Rajeev Thakkar, Chief Investment Officer, PPFAS Mutual Fund, says FMCG sector offers staples which are essentials in consumers' lives and thus the segment will lead the recovery in demonetisation-hit economy.
- December 02, 2016 06:19 PM IST
In next 40-50 days, investors can use the current weakness to rejig portfolios. Consumption theme, S Krishna Kumar, CIO â€“ Equity, Sundaram Mutual Fund said, continues to take the center stage.
- December 02, 2016 12:47 PM IST
The fund is still upbeat on IT and pharma sector even though IT space is still not out of woods but it is likely to be sector that would report profitability going forward. The house is already overweight on pharma, said V Srivatsa, EVP & Fund Manager, UTI Mutual Fund.
- December 01, 2016 03:21 PM IST
The rupee is expected to see further depreciation in the coming months against the US dollar, although the depreciation will not be too steep, says Manish Gunwani, Deputy CIO, ICICI Prudential Mutual Fund.
- November 28, 2016 03:31 PM IST
The currency ban is likely to dent the corporate earnings growth for the next 2 quarters and investors will only be able to witness a pickup in earnings from Jul-Sep onwards, says Ravi Gopalakrishnan, Head Equities, Canara Robeco Mutual.
- November 28, 2016 11:00 AM IST
Pradhan feels the next six months will be tough, and sentiment will remain bad as the economy gradually tilts from formal to semi-formal in the medium term
- November 28, 2016 10:07 AM IST
Tushar Pradhan of HSBC Global says investors should prime themselves for uncertainty immediately following the demonetisation move but adds that reform has the potential to "forever change the economy".
- November 28, 2016 09:40 AM IST
Nilesh Shah, MD, Kotak Mahindra AMC is confident that market will not move in a unidirectional manner but would remain volatile, adding that although he has not turned bearish on the market, he would focus more on ground realities.