Old Bridge Capital Management

Kenneth Andrade said valuations and market capitalisation of some of the cyclical names are trading at levels which they do not deserve. Though he is not bearish on manufacturing, Andrade advised looking for plays that will dominate the international landscape.

Kenneth Andrade says economy in goldilocks, stay with growth bets

The business environment remains robust along with capacity utilization for India Inc nearing 90 percent, Andrade's note said.

Not worried about capacity addition in chemicals, FDA red flags in pharma: Kenneth Andrade

Andrade agrees that peak profitability may be behind, and that competition is expected to increase. And yet, there could be an opportunity for Indian chemical companies because of the changed priorities for governments and corporates post-pandemic

Old Bridge’s Kenneth Andrade takes a contrarian bet on IT services, pharma

Among the commodities, the veteran equity manager expects steel sector to do well while being bullish on real estate

Growth and cash flows will come from outlier sectors: Kenneth Andrade

He sees opportunities in manufacturing and agri-products, among others

The Market Podcast | The next decade belongs to entrepreneurs & investors: Kenneth Andrade

Investors should work with one basic assumption i.e. ‘what worked in the past might not work in the future,” says Kenneth Andrade, CIO, Old Bridge Capital Management.

GDP growth, earnings to take 18 mths to pick up speed:Old Bridge

Speaking to CNBC-TV18 Kenneth Andrade, Founder & CIO of Old Bridge Capital Management said that the double whammy of Donald Trump presidency and demonetisaiton drive are event-driven outcomes.

Sound policy to drive cashflows not monsoon: Andrade

Spread of credit is also expected to improve as more money will be in hands of people, says Kenneth Andrade, Founder & CIO of Old Bridge Capital Management.