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Unless India opts for a full-fledged war or surgical strike, the market impact from the Pahalgam attack is likely to be limited, says Khemka
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Several market veterans are advicing investors not to be deterred by the volatility and stick to asset allocation, as a host of sectors that had taken the sharpest knock in recent weeks look set to rebound when equity markets open on April 11.
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Khemka says Indian IT companies have delivered earnings growth even during crises like the 2008 Global Financial Crisis
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Founder of White Oak Asset Management, Prashant Khemka, talks about how to navigate the current market volatility.
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Retail investors, too, might need to rethink their strategies as many who entered the market over the last few years have predominantly invested in high-momentum stocks, Khemka said.
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The MD of WhiteOak Capital Management says retail investors should not take leverage and ensure that the portfolio is well-diversified.
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In this second part of the interview with Moneycontrol, the MD of WhiteOak Capital Management shares his view on protecting one's portfolio during corrections and stocks from the railway, pharma, and PSU sectors.
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The fund flow-driven push to small and midcap stock prices will sooner or later have to unravel as it is not sustainable, said Khemka, noting that stocks in certain pockets of these segments are likely to be available at lower prices down the line.
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As of September 13, the Nifty pharma index has delivered a 33 percent return over the past six months and 21.82 percent return over the past year.
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Khemka highlights the significant capital expenditure expected in the railway sector over the next decade, suggesting that select companies stand to benefit greatly. However, he cautions investors against making blanket assumptions, stressing the importance of choosing companies with the resilience to navigate increasing competition.
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The small and midcap stocks have risen unidirectionally over the last 5 months, added Khemka.
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Khemka, who founded White Oak Capital, is known among a few fund managers who has a large number of stocks in his portfolio.
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The ongoing trend of growing flows towards India and the prevailing negative sentiment towards China will persist if Indian markets continue to perform well while Chinese markets face challenges, the market expert said
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Khemka said that investors "must evaluate threats instead of writing off a sector, because if we were to do that, the Indian IT services sector would have been written of at least 4-5 times over the past two decades."
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Prashant Khemka is also big on governance. Well-governed sectors is where he tends to find more opportunities because governance does not change overnight, says the market veteran
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"In India, there are enough mitigating factors that should result in better earnings' performance than in the emerging markets even though we are not completely insulated from the rest of the world,'' said Khemka.
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Investors seem to have rewarded better-performing funds. Assets managed by Molecule Ventures’ Growth Portfolio jumped to Rs 144.58 crore from Rs 8.25 crore in July 2021 after returning 21.4 percent returns in the period and getting Rs 105.33 crore from investors
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India will be among the top three countries in the world both in terms of the GDP as well as the size of the market, and the more FIIs turn into sellers, greater will be the spring back action and bigger will be the opportunity for the country, believe experts
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White Oak Capital's Prashant Khemka says that India is suffering supply chain disruptions due to China lockdowns and Russia Ukraine war and it seems might go on for a very long time.
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A daily round-up of the most interesting articles to help jump-start the day.
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If there are supply chain disruptions because of geopolitical situation, it matters to markets, said Prashant Khemka.
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Goldman Sachs Mutual Fund has announced to launch Goldman Sachs India Equity Fund, an open ended fund.
