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  • Interview | Normalisation of rates unlikely to puncture equity rally: Kotak MF's Harsha Upadhyaya

    Inflation may induce market volatility, but it is unlikely to change the earnings growth trajectory, says CIO-Equity, Kotak MF

  • Auto cycle turned for best; cost pressures visible in Q4FY21: Kotak MF’s Harsha Upadhyaya

    Auto cycle turned for best; cost pressures visible in Q4FY21: Kotak MF’s Harsha Upadhyaya

    Harsha Upadhyaya, CIO-Equity, Kotak Mutual Fund said they expect volume growth

  • Franklin Templeton impact | Flight to quality would be the theme for 2020: Lakshmi Iyer

    Franklin Templeton impact | Flight to quality would be the theme for 2020: Lakshmi Iyer

    Flight to quality would be a predominant theme for 2020 and maybe beyond as world grapples with a medical emergency, says Lakshmi Iyer.

  • Mutual funds wrap: HDFC AMC buyout of Essel debt — Appeasing corporate investors and debt issuers?

    Mutual funds wrap: HDFC AMC buyout of Essel debt — Appeasing corporate investors and debt issuers?

    Most investors in close-ended debt schemes are corporate treasuries and institutions; retail investors have a negligible presence in closed debt schemes.

  • Consumption, construction, cement good themes for FY18, says Upadhyaya of Kotak MF

    Consumption, construction, cement good themes for FY18, says Upadhyaya of Kotak MF

    I believe cement can be one of the best sectors in the next 12 months, said Harsha Upadhyaya, CIO Equity, Kotak MF.

  • Budget 2017: Expand tax base and increase on-ground enforcement of tax laws

    Budget 2017: Expand tax base and increase on-ground enforcement of tax laws

    Simultaneously, government should continue its focus on infra spending, rural housing and agri-based sectors like micro-irrigation because of the high multiplier effect of these sectors on economic growth.

  • Investor Camp: Deciphering the market trends!

    Investor Camp: Deciphering the market trends!

    Watch Investor Camp, Ahmedabad where Harsha Upadhyaya, CIO-Equity at Kotak MF and Prakash Diwan of prakashdiwan.in spoke about markets and discussed if it is the right time to enter the market.

  • See 14-17% earnings growth in FY17; bet on cement cos: Kotak MF

    See 14-17% earnings growth in FY17; bet on cement cos: Kotak MF

    An accelerating earnings momentum, which could translate into profit growth of about 14-17 percent in fiscal year 2017, means fund managers are betting on the domestic sector to provide them portfolio gains.

  • Navkar Corporation to get Rs 180 cr from anchor investors

    Navkar Corporation to get Rs 180 cr from anchor investors

    The public issue has opened for subscription today, which comprises a fresh issue aggregating up to Rs 510 crore and an offer for sale aggregating up to Rs 90 crore by Siddhartha Corporation Private Limited, a member of the promoter group.

  • 16 MFs caught in crossfire with I-T dept over tax claims

    16 MFs caught in crossfire with I-T dept over tax claims

    The Income Tax department has raised tax demands against IL&FS, a move that's brought it in conflict with a total of 16 mutual funds, reports CNBC-TV18's Ashmit Kumar.

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