Nimesh Shah

A daily round-up of the most interesting articles to help jump-start the day.

Budget 2017: See more tax rebates with compliance on the rise: ICICI Pru AMC

S Naren likes the telecom space due to the current valuations for long-term. He also likes power industry, where he expects a 5-7 percent increase in power consumption in India every year.

Nilesh Shah: How to play India's consumption boom

The Indian market has been rallied sharply recently and leading the gains have been consumption stocks.

Maintain December Nifty target of 8,500: PhillipCapital

Phillip Capital maintains its Nifty target of 8,500.

Here are few mutual fund trading ideas from Nimesh Shah

Watch the interview of Nimesh Shah, MD & CEO, ICICI Prudential Asset Management with Surabhi Upadhyay on CNBC-TV18, in which he shared his readings and outlook on how to plan your mutual fund portfolio for financial year 2016-17.

Here's what investors say at Credit Suisse Asia Investment Conf

CNBC-TV18's Nimesh Shah is in Hong Kong at the 19th annual Credit Suisse Asia Investment Conference. He joins us from the sidelines with a mood check among investors.

Continue to remain overweight on India: Timothy Moe

CNBC-TV18‘s Nimesh Shah gets expert opinions from strategists like Timothy Moe of Goldman Sachs, Jonathan Garner of Morgan Stanley and Sakthi Siva, of Credit Suisse who believe that the rebound is more like a recovery from excessive pessimism and not the start of an uptrend.

Sakhti Siva of Credit Suisse advises investors to buy on dips

Sakhti Siva of Credit Suisse advises investors to buy on dips. She believes that given the 16 percent rally from the lows in MSCI Asia Ex-Japan, it may be more prudent to buy the dips rather than chase the rallies from here.

The best time to buy Indian stocks? 'When FIIs are selling'

We have got a model where you should invest when sentiments in any asset class are negative and when there are outflows happening from that asset class basically when foreigners are selling.

Do not expect earnings recovery in this quarter: Citi

Ahead of earnings season Aditya Narain of Citi estimates earnings growth over FY16-18 to be at 8.8 percent, 18 percent and 17 percent respectively. Also, he does not see earning levels changing materially.

Nifty could test 7500 levels on downside: CLSA

Nifty could test 7500 levels on downside: CLSA

Credit Suisse says mkt can overshoot 2008-09 lows

Sakthi Siva of Credit Suisse expects the market to overshoot the 2008-09 low.

Mkt volatility an opportunity to buy; like pvt banks: Pros

If volatility is because of international factors, invest throughout 2015 to make money in 2018, says Nimesh Shah, MD & CEO, ICICI Prudential.

Positive budget & balanced act, believe brokarages

Brokerages are positive on the Budget and are calling this as a well balanced act. Watch CNBC-TV18's Nimesh Shah with the details.

Union Budget 2015: Here are some tax saving ideas by experts

Watch the interview of Nimesh Shah, MD & CEO – ICICI Prudential AMC, Perizad Sirwalla, Partner – Personal Taxation, KPMG and Pankaj Mathpal, Director – Optima Money Managers with Sumaira Abidi on CNBC-TV18, in which they shared their ideas on saving tax post Union Budget 2015.

Budget should boost domestic capex & infrastructure spends

Expectations of a dream budget are misplaced and it is high time that the government increases spending on domestic capital expenditure and on infrastructure.

Mutual funds getting $1 bn every month since May: ICICI Pru

Nimesh Shah, managing director and chief executive officer, ICICI Prudential says investors making repeat purchases are increasing everyday and are parking capital in diversified funds.

India most favoured EM nation: CLSA

CLSA puts out a note saying that India has been the most loved or the most favoured EM nation across most of the investors.

Here are Motilal Oswal's top themes for 2015

Motilal Oswal has come out with a report on the themes to lookout for in 2015, CNBC-TV18's Nimesh Shah analyses the report.

Take a look at few investment ideas

Watch the interview of Nimesh Shah of ICICI Prudential AMC with Sumaira Abidi on CNBC-TV18, in which he gave few investment ideas.

Sensex may touch 33000 by Dec 2015: Aditya Narain

Aditya Narain of Citigroup expects Sensex to touch 33,000 by December 2015. Also Ridham Desai of Morgan Stanley has a Sensex target of 32,500 by December 2015.

Don‘t expect substantial upside in market: Gautam Shah

Since market is in a topping out process one should not expect substantial upside says Gautam Shah of JM Fin Tech

Indian equities not immune to global fall: Credit Suisse

If global fall continues, Indian equities may not stay immune says Neelkanth Mishra of Credit Suisse

Overweight on India; Sensex target of 30000 for CY15: HSBC

Jitendra Sriram of HSBC says they are overweight on India with Sensex target of 30,000 for CY15.