Alroy Lobo

Lobo is bullish on private sector banks as he sees them as a ‘fantastic‘ proxy on the economy, and expects market share to shift from public sector banks to the private players

Gurus of Chaos: Investing advice from India's money masters

In an interview, market expert Saurabh Mukherjee talks about his book, Gurus of Chaos, on India's top money masters, and what it takes to succeed in the Indian market and at investing in general.

Hang on! liquidity will chase India in H2: Kotak AMC

Kotak AMC's Alroy Lobo expects Indian market to show an improving trend going forward. He believes liquidity will return to India owing to its strong market fundamentals

Prefer gold companies to gold loan financers: Alroy Lobo

Alroy Lobo, Chief Strategist and Global Head, Equities Asset Management-Kotak Mahindra Asset Management Company said they would preferably look at buying into gold companies rather than buying into gold loan financing companies.

Neutral on Tata Motors says Alroy Lobo

Alroy Lobo, Chief Strategist and Global Head, Equities Asset Management-Kotak Mahindra Asset Management Company said they would be relatively neutral on Tata Motors right now.

Telecom sector offers buying opportunity: Alroy Lobo

According to Alroy Lobo, Chief Strategist and Global Head, Equities Asset Management-Kotak Mahindra Asset Management Company, the telecom sector is offering buying opportunity.

Risk-off trade at play now; overweight on pharma: Kotak AMC

The freefall seen in global commodity prices has triggered a risk off trade right, feels Alroy Lobo, chief strategist and global head, equities - Asset Management-Kotak Mahindra Asset Management Company.

Kotak AMC sees mkt consolidating next year; 12-13% upmove

Alroy Lobo of Kotak AMC expects 2013 to be a year of consolidation, with the impending economic recovery and RBI easing supporting the market.

Rupee fall largely done; see scope for pullback: Kotak AMC

Alroy Lobo of Kotak AMC believes global events are likely to determine the market direction ahead, with issues in the Eurozone remaining the key overhang.

Election outcome most important trigger in March: Kotak AMC

Alroy Lobo, chief strategist & global head at Kotak AMC expects liquidity conditions to remain fairly buoyant after the European Central Bank's second offering of three-year funds on Wednesday.

Kotak AMC underweight on infra space

Alroy Lobo, Chief Strategist & Global Head- Equity Asset Management, Kotak AMC is underweight on the infra space.

Kotak AMC positive on IT space

Alroy Lobo, Chief Strategist Global Head - Equity Asset mgmt, Kotak AMC is positive on the IT space.

Kotak AMC underweight on autos

Alroy Lobo, Chief Strategist Global Head - Equity Asset mgmt, Kotak AMC is underweight on autos.

Kotak AMC underweight on infrastructure space

Alroy Lobo, Chief Strategist Global Head - Equity Asset mgmt, Kotak AMC is underweight on infrastructure space.

Kotak AMC overweight on Bharti Airtel

Alroy Lobo, Chief Strategist Global Head - Equity Asset mgmt, Kotak AMC is overweight on Bharti Airtel.

Market to recover, expect 15% upside this year: Kotak AMC

Alroy Lobo, chief strategist global head of Equity Asset Management, Kotak AMC, said that the Indian market is likely to recover in the second half of the year since macroeconomic issues seem to fade away.

Besides oil being a risk, India fares better than other EMs: Kotak AMC

Alroy Lobo, Chief Strategist & Global Head- Equity Asset Management, Kotak AMC in an interview on CNBC-TV18 spoke about where he sees the market headed. He says crude oil prices continue to be a dominant factor affecting market sentiment.

IT services space a good bet: Kotak AMC

IT services space is a good bet, says Alroy Lobo, Chief Strategist & Global Head- Equity Asset Management, Kotak AMC.

Crude oil price will remain a key concern: Kotak AMC

Alroy Lobo, chief strategist and global head- equity asset management at Kotak AMC feels that higher oil prices will weigh on market sentiments and will remain as a key concern till oil prices come off.