Mahesh Patil

Both CIO Mahesh Patil as well as Kaustubh Gupta, Co-CIO - Fixed Income said the tariff rates suggest that President Trump may not be entirely be looking to use them as a negotiating tactic.

Daily Voice | This CIO says FPIs still believe in India story, will invest once the China reopening theme plays out

Mahesh Patil, CIO of Aditya Birla Sun Life AMC believes that globally the overall investor sentiment and risk environment are improving, and with dollar weakness, more money should move into the emerging markets.

Aditya Birla Sun Life’s Mahesh Patil prefers domestic facing cos over global cyclicals

Patil prefers domestic-focused themes such as Banking and Financial Services, Discretionary Consumption, Domestic Manufacturing.

January-March earnings may disappoint, expect downgrades: Mahesh Patil of Aditya Birla MF

Mahesh Patil of Aditya Birla MF expressed his concern about the impact of the surge in global commodity prices and likely slowdown in global growth.

‘Diageo is putting its best foot forward in the craft spirits space’

"Craft is a wave... so, you see a wave of gin, then rum, and maybe more new botanical infused spirits": Vikram Damodaran, chief innovation officer, Diageo India

DAILY VOICE | We can expect a 10-12% CAGR return on Nifty over next 3 years: Mahesh Patil of Aditya Birla AMC

In the current environment, it would be best to take a 3-year view as the economy and earnings would have normalized by then. From current levels, we can expect a 10-12 percent CAGR return for the Nifty, says Patil.

On discount: 5 factors to consider while picking up beaten down stocks

In a bearish scenario, sector leaders with relatively stronger balance sheets, higher earnings visibility, strong cash flows, and management with a good track record should be preferred.

Investors should rebalance their portfolio; largecaps a better play: Mahesh Patil

Small-ticket consumer discretionary sector which have corrected can bounce back. Private banks have seen a sharp correction, and insurance companies should continue to see secular growth.

Coffee Can Investing: What Mahesh Patil learned from legends Chandrakant Sampat, Parag Parikh

Watch Mahesh Patil of Aditya Birla Sun Life Mutual Fund discuss the start of his journey in the stock market and investors who shaped his strategies over the years in this episode of Coffee Can Investing

Not very aggressive at current levels; like consumer discretionary, NBFCs & metals: Birla Sun Life MF

Mahesh Patil of Birla Sun Life AMC sees companies with good earnings visibility to be a key to the market and domestic-focussed ones will see a pick up in results. He prefers consumer discretionary, NBFCs and metals from a long term perspective.

Don't chase mkt, wait for better price points: Birla Sun Life MF

The recent rally has led to a run-up in valuations, and Mahesh Patil, Co-Chief Investment Officer at Birla Sun Life AMC told CNBC-TV18 he would prefer to not chase the market, but look to buy at better price points.

Sharp earnings recovery, runaway mkt rally unlikely soon: Birla

Market valuations are slightly beyond comfort and with no big macro events lined up, a runaway rally is unlikely, says Mahesh Patil, Co-Chief Investment Officer at Birla Sun Life AMC.

Birla MF expects 8% growth from Nifty companies by end of FY17

The demonetisation move has hit the returns potential of a slew of sectors. Subsequently, Birla Sun Life Mutual expects the Nifty companies to yield 8 percent growth by end of FY17, said Mahesh Patil, Co-Chief Investment Officer-Equity, Birla Sun Life Mutual Fund

Market starting to look attractive; like consumer staples: Birla

With much of the pain behind us, the market is now starting to look relatively attractive and there is a fair chance of the indices hitting new highs in 2017, says Mahesh Patil, Co-Chief investment officer at Birla Sun Life AMC.

With correction in prices, realty revival likely soon: Birla Sun

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.

Earnings growth to be in mid-teens: Birla Sun Life AMC

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.

Earnings could grow @14% this fiscal year: Birla Sun Life AMC

Speaking to CNBC-TV18 Mahesh Patil of Birla Sun Life AMC said that in NBFCs valuations are on the higher side. “We don‘t don‘t just look at near-term PE multiples. We take a longer view. This is a good sector to be in.”

Domestic macros to improve on policy reforms: Birla AMC

"The momentum in the economy is expected to pickup going forward on the back of good monsoons, Pay Commission so I think you want to be in this market, stay invested in the market and ride the long term growth story in India for an investor," says Mahesh Patil, CIO, Birla AMC.

May see RBI cut rates by 25-50 bps over next 9 months: Birla AMC

There have been more positive surprises, albeit marginally, than negative ones in first quarter corporate earnings, says Mahesh Patil, Co-CIO of Birla Sun Life AMC in an interview to CNBC-TV18.

NBFCs, oil & gas & corp banks are big on Birla Sun Life's list

Indian markets will not see any big headwinds as monsoons have picked up and GST Bill stands a big chance of getting passed and liquidity in the system is much higher, said Mahesh Patil, Co-CIO at Birla Sun Life AMC.

Domestic earnings picking up; use volatility to buy: Birla AMC

Mahesh Patil, Co-Chief Investment Officer of Birla Sun Life Asset Management Company, says any volatility would make for a good opportunity to buy stocks.

What makes award-winning Birla Sun Life MNC fund tick

Fundamentals justify market at current levels and the market needs to consolidate now, says Mahesh Patil, Co-Cio, Birla Sun Life AMC.

Park funds into corrected largecaps: Birla Sun Life AMC

While the current year has not been too kind on the earnings-front, Mahesh Patil, Co-Chief Investment Officer, Birla Sun Life AMC expects the same to grow at 15-17 percent in FY17.

Expect H2 earnings to be better than H1: Birla Sun Life

Mahesh Patil of Birla Sun Life AMC does not see Bihar election outcome impacting the markets much. However, if there is any correction in the market post Bihar polls, investors should use it as a buying opportunity, he adds

Mutual Fund Cafe: Top fund managers discuss market, economy

Birla Mutual Fund's Mahesh Patil said the current weakness in the market was due to a delayed economic recovery. He, however, expected corporate earnings to grow 15-20 percent this year.