Rahul Singh

Singh finds the power and pharma sectors most promising at the moment, but consumption, not so much. He believes some new-age companies are also coming of age.

Valuation discipline, bottom-up stock picking key alpha sources: Rahul Singh of Tata AMC

The market has transitioned from a consumption-driven economy to one focused on both consumption and investment, according to Singh.

Daily Voice | Banks offer decent risk-reward, valued at mid-cycle valuations despite accelerating earnings, says Rahul Singh of Tata MF

India is positioned at a very different point in the cycle with both bank and corporate balance sheets being much stronger than developed markets and rest of EMs (emerging markets).

DAILY VOICE | India needs 2nd stage of reforms to kick-start investment cycle: Rahul Singh of Tata MF

All things considered, the market appears to be around its fair valuation, hence the returns from equities will now track medium-term earnings performance, beyond the current fiscal year, says Singh.

DAILY VOICE | COVID-19 has given rise to ‘business thermals’: Rahul Singh

Corporates who can demonstrate the ability to tweak their business models in order to “stay inside the thermal” can generate superior returns for shareholders, Rahul Singh, CIO-Equities - Tata Asset Management, said in an interview with Moneycontrol.

Here are some stock picks from Rahul Singh

Watch the interview of Rahul Singh, Managing Partner, Ampersand Capital Investment Advisors with Latha Venkatesh, Sonia Shenoy and Anuj Singhal on CNBC-TV18, in which he shared his reading and outlook on market and specific stocks.

Prefer bottom-up stock picking; avoid DLF: Ampersand Capital

In an interview to CNBC-TV18, Rahul Singh of Ampersand Capital Investment Advisors LLP talked about how the house had a 'sector-agnostic' market approach and preferred 'bottom-up' stock picking.

Will continue quest for acquisitions, IP partnerships: HCL Tech

Speaking to CNBC-TV18, C Vijayakumar, Chief Executive Officer of HCL Technologies, said a deal with IBM had been extended and would fetch HCL USD 40 -50 million in revenue.

GST delay good for economy, negative for FII flows: Ampersand

Asserting that a delay in the roll-out of Goods and Services Tax is a positive for Indian economy which is battling the impact of demonetisation, Rahul Singh of Ampersand Capital Investment said FII inflows may get hit if April 1, 2017 deadline is missed.

A Democrat victory could hurt pharma sector: Ampersand Cap

Speaking to CNBC-TV18 Rahul Singh, Managing Partner at Ampersand Capital Investment Advisors said that from an earnings and a recovery perspective, they are turning more selective even in sectors that they like.

GST won't affect earnings till 2nd half of FY18: Ampersand Cap

GST will not affect the markets for the next 3-6 months, Rahul Singh of Ampersand Capital Investment, adding that the earnings will also not be affected till atleast the second half of next fiscal.

Prefer auto stocks, says Rahul Singh

Rahul Singh of Ampersand Investment Advisors is of the view that one may prefer auto stocks.

LIC Nomura MF announces change in fund manager

LIC Nomura MF announces change in fund management responsibilities, with effect from October 05, 2015.

StanC boardstick: DRL, Infosys best, ITC weak, BPCL weakest

Rahul Singh of StanChart Securities says there are companies with strong managements but low scoring boards like ITC, Idea and Larsen & Toubro. The companies with the lowest board scores are BPCL, Prestige, IOC, SAIL and JP Associates. The companies with the highest board scores are DRL, Marico, Infosys and Axis Bank.

Time to go back to the cyclical stocks: Standard Chartered

Time to go back to the cyclical stocks: Standard Chartered

Prefer Maruti Suzuki, Bharat Forge: Rahul Singh

Rahul Singh, Head of Equity Research at Standard Chartered Securities is of the view that one may prefer Maruti Suzuki India and Bharat Forge.

Rahul Singh bullish on Kaveri Seed Company, PI Industries

Rahul Singh, Head of Equity Research at Standard Chartered Securities has a bullish stance on Kaveri Seed Company and PI Industries.

Prefer Sobha Developers, Prestige Estates, DLF: Rahul Singh

Rahul Singh, Head of Equity Research at Standard Chartered Securities is of the view that one may prefer Sobha Developers, Prestige Estates Projects and DLF.

ACC top pick, says Rahul Singh

According to Rahul Singh, Head of Equity Research at Standard Chartered Securities, ACC is the top pick from the cement space.

Rule out mkt correction in short-term; prefer auto: StanC

Rahul Singh, head- Equity Research, Standard Chartered Securities says the SC's decision of declaring the post-1993 coal blocks illegal does not come as a surprise.

Interact with CNBC-TV18: 'See earnings downside in financials, consumer sector'

A large part of the index now comprises of exporters. So earnings, one is feeling much more secure and weak rupee has ironically helped earnings rather than depress it, says Rahul Singh of Standard Chartered Securities.

Tata Power may test Rs 100: Rahul Singh

Rahul Singh, head of equity research of Standard Chartered Securities is of the view that Tata Power Company may test Rs 100.

Portfolios need to add bit of election beta: StanChart Sec

Rahul Singh, Head of Equity Research of Standard Chartered Securities says a little bit of election beta rally has picked up steam in the last 3-4 weeks. The portfolios need to add a bit of an election beta and reasonably priced election beta - investors don‘t need to go out there and buy some high risk stuff but reasonably priced stocks, he adds.

Pick Tata Power, says Rahul Singh

Rahul Singh, Head of Equity Research at Standard Chartered Securities is of the view that one may pick Tata Power within the power space.

Delhi entrepreneur finds success in a mug of beer

Rahul Singh opened the country's first beer cafe in 2010. With six outlets pouring and another 13 in the pipeline, he sees no reason why beer can't become the new coffee in India