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    • Correction in new-tech stocks healthy; quality-at-any-price strategy at the receiving end: Anand Shah

      Shah emphasized the importance of investing in good quality businesses but at reasonable prices.

    • When there is good news you might not get good price says Anand Shah

      He believes that good stocks aren't the cheapest and is willing to pay a premium for businesses that are run by competitive management.

    • Manufacturing, allied sectors the best investment opportunity: Anand Shah, ICICI Pru AMC

      ICICI Pru AMC is overweight on banking, said Shah, and believes metals prices will recover in FY23 and continue to perform well in FY24 and beyond. The sector's sluggish growth benefits intermediate metal customers like automakers and engineering firms, he added

    • Auto ancillaries, engineering, infra likely to be turnaround sectors: Experts

      With global prices of metals such as aluminium, copper and steel having moderated recently, some experts see auto ancillaries, engineering, capital goods and infrastructure among a few others as turnaround sectors.

    • Railways, defence among 4 pockets that may emerge as money spinners

      Anand Shah of ICICI Prudential AMC bets on railways, urban infrastructure, renewable power and defence even as concerns rise over expensive valuations

    • DAILY VOICE | A 60-40 split between large, mid/small-cap is optimal amid uncertainty: Anand Shah of ICICI Prudential AMC

      Segments of the market such as IT, pharmaceutical, textiles which are net exporters and are dependent on global recovery are likely to remain robust, said Shah.

    • BNP Paribas MF Deputy CEO Anand Shah has put in his papers: Sources

      Shah, with over 17 years of experience, had joined BNP Paribas Asset Management in March 2011.

    • Nifty surges: Monetary stimulus, monsoon +ve for mkt, says BNP

      Major contributor for today‘s rally was Infosys which saw a 5.63 percent jump and closed at Rs 1238.70 per stock.

    • Household consumption a secular growth story: BNP Paribas

      With predictions of a steady monsoon and healthy monetary stimulus received, India is becoming increasingly resilient to global shocks feels Anand Shah, CIO of BNP Paribas.

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