Rahul Chadha, Chief Investment Officer at Mirae Asset Global Investments, provides insights into his near-term market outlook and explains his decision to take profits off the table as the bulls dominate Dalal Street.
In an interview with CNBC TV-18, Chadha said IT stocks are a good hedge against the depreciating rupee and ballooning trade deficit
Rahul Chadha, Chief Investment Officer, Mirae Asset Global Investments, Hong Kong expects the next three-four months will be challenging amid expectations of aggressive Fed hike.
Expect next 18 months to be good for global equities, says Rahul Chadha, Co-CIO at Mirae Asset Global Investments (HK) Limited.
Post the monetary policy, Rahul Chadha, Head, Asia Pacific Investment Division, Mirae Asset Global Investments said that the rate cut has reinforced the stance that RBI has been taking over a year of watching inflation and cutting rates.
In an interview to CNBC-TV18 Rahul Chadha of Mirae Asset Global Investments says market may not really be expecting anything in terms of a rate cut from the upcoming credit policy.
Rahul Chadha of Mirae Asset Global is of the opinion that while Asian markets are muddling through, India stands out of the basket
Rahul Chadha, Mirae Asset Global Investments gave his detailed views on valuations of midcap stocks, prospect of pharma sector and possibility of indices riding higher if private banks can tackle NPA issues.
RWL Healthworld Ltd. (formerly known as Religare Wellness) has been re-branded as Fortis Health World; and is successfully running a leading ...
With the Nifty slumping close to 150 points in wake of global tremors, the market could be in for further correction in the near term but from the medium term, the market's prospects remain healthy, says Rahul Chadha, Co-CIO, Mirae Asset Global Investments.
According to Rahul Chadha, co-chief investment officer, Mirae Asset Global Investments the Indian market has run ahead of its fundamentals and correction was overdue. A 5-7 percent correction would be a healthy opportunity to enter the market, believes Chadha.
According to Rahul Chadha of Mirae Asset Global Investments a stable government at the centre has improved the overall economic sentiment.
Rahul Chadha, Co-Chief Investment Officer, Mirae Asset Global Investment does not expect the US Federal Reserve to significantly taper its bond buying programme in the near-term.
Rahul Chadha, Co-Chief Investment Officer at Mirae Asset Global Investment Hong Kong is overweight on IT space.
Rahul Chadha believes IT sector would relatively hold on in this market and will provide the safe haven at least for the near-term after the companies posted good earnings due to the fall in the rupee.
Rahul Chadha of Mirae Asset Global Investments sees falling inflation and rate cuts as triggers for the economy. He remains overweight on pharma stocks and wary of refining and petchem stocks.
Rahul Chadha, Mirae Asset Global Investments is more positive on passenger car segment over two-wheelers in the auto space.
One can see further upside in Oil Marketing Companies (OMCs), says Rahul Chadha, Mirae Asset Global Investments.
Rahul Chadha, Mirae Asset Global Investments is of the view that one can add cements stocks on dip.
Rahul Chadha, Mirae Asset Global Investments continue to be overweight on financials with a portfolio weight of about 30-33 percent.
Rahul Chadha, Mirae Asset Global Investments, feels that the market may consolidate for next couple of months from the current levels. He also feels that rate cuts should come in and 20 bps rate cut is need of an hour from the upcoming RBI policy in January.
After a slew of reforms from the government in the last 72 hours, Rahul Chadha, Mirae Asset Global Investments believes that the policy actions have removed the tail risk looming large on India in terms of sovereign downgrade and the huge oil led deficit.
Rahul Chadha of Mirae Asset Global Investments is hopeful of reforms like foreign direct investments (FDI) in aviation and retail coming through post the Cabinet reshuffle.
As India is batting macros woes of low GDP, increasing inflation and tight liquidity system, all eyes are on the Reserve Bank of India's (RBI) credit policy review scheduled on June 18. Most economists are expecting a rate cut this time.
Rahul Chadha, Head of India Investment / Associate Director, Mirae Asset Global Investments is overweight on IT, pharma sectors.