'Every correction is a new story, and that is the beauty of the market. Now, we are correcting because earnings profile is slowed down, but it is not broken,' says the ace investor
Corporate earnings look intact, so the institutional investors should come, Raamdeo Agarwal said, adding that mutual fund flows will decide the market trends going forward.
Capital gains tax changes always take center stage in market discussions before the presentation of Union Budget each year. This year is no exception, with market veterans like Samir Arora, Raamdeo Agarwal, and Vijay Kedia weighing their expectations on potential capital gains tax reforms
The veteran investor thinks that his biggest fear stems from markets seeing a parabolic rise that will lead to a serious crash eventually, like in the past three market cycles
Raamdeo Agrawal said the banks are facing a deposit flight from savings accounts to equity markets
It is unlikely that FIIs would be sellers for two consecutive years, the Chairman & Co-Founder of Motilal Oswal Financial Services, said. In fact, he expects FIIs to be buyers of Indian equities over the next 3-4 years.
Motilal Oswal and Raamdeo Agrawal will offload close to 74 lakh shares each. Agrawal said that he would like to see that the donation amount is being spent in our own lifetime for designated purposes as the need for the same is maximum now.
If these new tech firms grow at even 35 percent, in 10 years their market cap will be 20-25 times, Motilal Oswal Asset Management Company’s co-founder tells Moneycontrol
Agrawal also believed the current outflows may continue in the near term with the same intensity.
In an interview with CNBC-TV18, Raamdeo Agrawal, Chairman of Motilal Oswal Financial Services, talked about strategies to manage portfolios during volatile times, and said investors should look at companies’ strengths, which would help them evaluate which stocks to pick. Here are the key highlights of the interview.
Manufacturing companies are most at risk from the surge in raw material prices, says Raamdeo Agrawal
Finding good things at a reasonable price is the biggest challenge in this market which makes the job even tougher.
Speaking at a panel discussion during the Mission Prosperity launch event, Ridham Desai, Head of India Equity Research and India Equity Strategist at Morgan Stanley, said that if you are willing to give up your monthly salary, then mutual funds can make you as wealthy as Rakesh Jhunjhunwala.
In an interview to CNBC-TV18‘s Sonia Shenoy & Udayan Mukherjee, Nirmal Jain of IIFL, Raamdeo Agarwal of Motilal Oswal and Neelkanth Mishra of Credit Suisse gave their take on what Arun Jaitely‘s Union Budget may look like and the road ahead.
Motilal Oswal‘s annual wealth creator report has so far focused on what to buy. But, the 21st report focuses on how much to buy and how to allocate money, says Joint MD Raamdeo Agrawal.
For the next couple of quarters, Ramesh Damani feels the public sector stocks are going to lead the pack. Due to a fall in consumption in the economy, he says FMCG stocks are going to suffer for the next 1-2 quarters.
Raamdeo Agarwal, Motilal Oswal, says 1 percent infra cess on cars will not be a big dampener for auto companies.
Market veterans Ramesh Damani, N Jayakumar and Raamdeo Agarwal had a special discussion on the sidelines of the Economic Forum for India at LSE and tried to gauge the direction of the Indian bull market.
The sense that prevails among retail investors is to book out of the market at 6,200, says Raamdeo Agarwal, Joint MD, Motilal Oswal Financial Services.
Motilal Oswal, Chairman and Managing Director and Raamdeo Agrawal, Joint MD of the company share their story in an interview with CNBC-TV18.
Raamdeo Agarwal of Motilal Oswal gives his observation about the market to CNBC-TV18’s Mitali Mukherjee and where he sees it headed henceforth.