November 25, 2016 08:14 PM IST
In the special series Wizards Of Dalal Street, Ramesh Damani caught up with Mrinal Singh, Deputy CIO at ICICI Prudential AMC where he spoke about how he spotted Natco Pharma.
- November 25, 2016 03:13 PM IST
The near-term impact of government‘s demonetisation move is difficult to assess and can‘t determine whether the market has hit bottom, Harsha Upadhyaya, CIO-Equity of Kotak Mutual Fund told CNBC-TV18.
- November 23, 2016 04:09 PM IST
The move to withdraw high-denomination notes is expected to dent immediate consumption in the medium-term, but will have a positive impact on growth and inflation in the long run, says Kumaresh Ramakrishnan, Head-Fixed Income at DHFL Pramerica Mutual Fund.
- November 22, 2016 11:56 AM IST
Speaking to CNBC-TV18 Mahesh Patil, Co-Chief Investment Officer at Birla Sun Life said that following the demonetisation move they have been relooking their portfolio.
- November 22, 2016 10:08 AM IST
The current demonetisation move to freeze Rs 500 and Rs 1,000 banknotes is expected to have a beneficial impact on the formal sector in the long term, said Rajat Jain, Chief Investment Officer, Principal Mutual Fund.
- November 16, 2016 06:28 PM IST
The government‘s decision to demonetise Rs 500 and Rs 1,000 currency notes is an excellent move and will help economy significantly in the long term, says S. Naganath, President and Chief Invesment Officer, DSP BlackRock Investment Managers.
- November 15, 2016 09:10 AM IST
The 41-year old Jain‘s theory is based on the bet that governments in developed countries will switch to fiscal stimulus to revive their economies, since monetary stimuli by central banks have been shown to be largely ineffective.
- November 10, 2016 09:59 AM IST
Speaking to CNBC-TV18 Manish Gunwani of ICICI Prudential Mutual Fund said that there is an upward movement seen in bond yields globally. Ultimately, it is about eanrings growth, he said. He doesn‘t think there is a case yet for a P/E (price to earnings) re-rating.
- November 08, 2016 04:27 PM IST
The biggest trigger for the market will be return of earnings growth in large cap companies. Peerless Mutual Fund expects earnings growth in the band of 10-12% over the next 2-3 years, said Amit Nigam, Head-equities in an interview to Moneycontrol.
- November 04, 2016 03:05 PM IST
Corporate earnings are expected to touch 14-15 percent in the next 3-5 years, while for the next 2 years earnings growth will remain in the band of 10-12 percent, says Akash Singhania, Deputy CIO-equities at DHFL Pramerica Mutual Fund.
- November 03, 2016 04:32 PM IST
Private banks are one of the last sectors that still has regulatory hurdles and two thirds of the market is with public sector banks, which are undergoing asset quality issues. This makes private banks attractive over long term, said Rajeev Thakkar, CIO and Director of PPFAS Mutual Fund.
- November 02, 2016 12:31 PM IST
As global volatility continues on account of factors such as US Presidential elections, Swati Kulkarni of UTI MF says any correction can be used as a good entry point by investors.
- October 28, 2016 01:31 PM IST
In line with most fund houses, Edelweiss Financial Services, too, is placing its bets on financials and auto ancillary space. The fund house is also upbeat on textiles and select pharma stocks, but prefers staying underweight on information technology and telecom sectors.
- October 25, 2016 09:50 AM IST
Speaking to CNBC-TV18 Mahesh Patil of Birla Sun Life AMC said that a year down the line, one could look at much better outlook in earnings. "The past four quarters could see a decent earnings growth," he said adding that he doesn't see any reason for a re-rating from current levels.
- October 24, 2016 02:09 PM IST
A favourable policy regime and robust business environment have made India a preferred destination for global money managers, says Swati Kulkarni, Executive Vice President and Fund Manager at UTI Mutual Fund in an interview to Moneycontrol.
- October 24, 2016 10:00 AM IST
India stands out amongst emerging markets in the long term and is less vulnerable to global factors, says Navneet Munot, CIO of SBI MF.
- October 21, 2016 09:43 AM IST
Speaking to CNBC-TV18 Harsha Upadhyaya of Kotak Mutual Fund said that issues in the IT sector won‘t go away soon. â€œOverall the sector is under pressure; growth and pricing are under pressure. We believe structural issues need to be addressed.â€
- October 20, 2016 03:52 PM IST
The consumption story has been on a roll -- a fact that has been universally acknowledged by fund houses. And DSP BlackRock Mutual Fund doesn't think otherwise.
- October 19, 2016 09:39 AM IST
The market currently is fairly valued, but equities will always be volatile in near term, says Prashant Jain, CIO of HDFC Mutual Fund, adding that one must invest into equities at any point the market corrects due to global reasons.
- October 18, 2016 12:36 PM IST
Speaking to CNBC-TV18, Lalit Nambiar of UTI MF said that India continues to stand out amongst the Asian pack on back of strong growth momentum.
- October 14, 2016 05:15 PM IST
Broad changes are happening in global macros. Uncertainty surrounding global events like talks of easing by central banks and strengthening of commodities has led to sell-off by foreign investors, says S Krishna Kumar of Sundaram Mutual Fund.
- October 13, 2016 12:58 PM IST
Ajay Tyagi of UTI Mutual Fund is of the view that market could see some bit of correction as it is already trading at the upper-end of fair valuation.
- October 13, 2016 10:45 AM IST
In an interview with CNBC-TV18, S Naganath, President and Chief Investment Officer, DSP BlackRock Investment Management, said that investors should buy into any correction that takes place as a strong pick-up in earnings trajectory expected for FY18 and FY19 makes them attractive from a two-three year perspective.
- October 10, 2016 03:22 PM IST
Food inflation and commodity prices hold the key to inflation trajectory going forward, said Dwijendra Srivastava, Chief Investment Officer-Debt, Sundaram Mutual Fund.
- October 08, 2016 04:54 PM IST
Interest rates are likely to trend lower and there could be one more cut in the repo rate between now and March, says Lakshmi Iyer, Chief Investment Officer-Debt and Head-Products at Kotak Mahindra Mutual Fund