Sachin Shah

Zomato is a disruptor in food business, albeit offering a win-win-win solution.

Daily Voice | Sachin Shah of Emkay Investment is bullish on IT despite inflation scare and favours private defence firms

Sachin Shah believes this is clearly a bottom-up market. Interestingly, he prefers private defence companies over state-owned companies.

'When market is at record highs be sure of not trading high-quality businesses for low-quality ones'

In an up-trending & broad-based market like the current one, it does make sense to remain nearly fully invested, but in such markets some stock prices tend to rise much ahead of fundamentals, said Sachin Shah of Emkay Investment Managers

The Market Podcast: We are in the first round of bull run; Recently listed IPOs have good pedigree: Sachin Shah of Emkay Investment Managers

The Nifty50 has rallied by about 70 percent so far in FY21, but there is plenty of action still left as we are in the first round of bull market, Sachin Shah, Fund Manager, Emkay Investment Managers said in The Market Podcast with Moneycontrol.

DAILY VOICE | World is looking at India for credible sourcing alternative to China: Sachin Shah of Emkay Investment Managers

It is important for investors to remain patient and not lose faith in equities as an asset class and continue to have appropriate allocations as there is going to be extra-ordinary probable returns over the next two-three years.

'It is still too early to say that it is the end of the SIP trend'

SIP flows have reduced for just about a month or two, during the last two months of the lockdown, but we cannot ignore that there have been genuine challenges on mobility.

Here are a few stock ideas from Sachin Shah

In an interview to CNBC-TV18's Ekta Batra and Prashant Nair, Sachin Shah of Emkay Investment Managers shares his readings and outlook on the fundamental side of the market, specific stocks and sectors.

Nifty at upper end of trading zone: Emkay Investment

Sachin Shah is bullish on non banking financial company (NBFC) stocks. He recommends L&T Finance as the management has been trying very hard on improving its return on equity (RoE). Also, he suggests LIC Housing from the space as it has reasonable valuations at current levels.

Curious case of VRL Logistics: Will airline dream prove fatal?

Sankeshwar has said that they will enter airline business with an investment of Rs 1,400 crore. At the same time he also added that he will dilute Rs 300-400 crore worth shares in VRL over the next three to four year but hopes to still hold a majority stake in VRL post dilution.

VRL Logistics Q4 show reflected slowdown in rlys freight: Emkay

CNBC-TV18 Sachin Shah, Fund Manager, Emkay Investment Managers, said VRL Logistics' poor numbers were a result of the slowdown in railways freight volumes and road transport. He also said Ujjivan, which had stellar results, is backed by a great management.

Weak semi-urban, rural demand a worry; cautious on pharma: Emkay

Sachin Shah of Emkay Investment Managers sees a pick-up in the pace of execution of infrastructure projects, particularly roads, which in turn will boost demand for cement. Earlier on Tuesday, CNBC-TV18 reported, quoting sources, that cement prices in Andhra Pradesh and Telangana have been hiked by Rs 40-50 per bag.

Optimistic on Infosys: Sachin Shah

Sachin Shah, Fund Manager at Emkay Investment Managers is optimistic on Infosys with the way the company has been delivering quarter after quarter.

Positive on private sector banks, like Power Grid: Sachin Shah

Sachin Shah, Fund Manager at Emkay Investment Managers has a positive view on private sector banks and likes Power Grid.

Here are Sachin Shah's top trading ideas

Watch the interview of Sachin Shah, Fund Manager at Emkay Investment Managers with Anuj Singhal and Ekta Batra on CNBC-TV18, in which he shared his reading and outlook on market and specific stocks.

Infosys best bet in largecap IT space, says Sachin Shah

Sachin Shah of Emkay Investment Managers is of the view that Infosys is a best bet in the largecap IT space.

Sachin Shah positive on LIC Housing Finance

Sachin Shah of Emkay Investment Managers is positive on LIC Housing Finance.

Here are Sachin Shah‘s stock ideas

In an interview to CNBC-TV18's Anuj Singhal and Ekta Batra, Sachin Shah of Emkay Investment Managers shared his readings and outlook on market and specific stocks.

Look at Hero Motocorp, says Sachin Shah

Sachin Shah of Emkay Investment Managers is of the view that one may look at Hero Motocorp.

Here are some stock views from Sachin Shah

Watch the interview of Sachin Shah of Emkay Investment Managers with Ekta Batra & Anuj Singhal on CNBC-TV18, in which he shared his readings and outlook on specific stocks.

Hero Motocorp can deliver 15-20% return: Sachin Shah

Sachin Shah, Fund Manager at Emkay Investment Managers is of the view that Hero Motocorp can deliver 15-20 percent return.

SKS Micro can give 25-30% returns in 2-3 years: Sachin Shah

Sachin Shah, Fund Manager at Emkay Investment Managers is of the view that SKS Microfinance can give 25-30 percent returns in next 2-3 years.

Here are some top trading ideas from Sachin Shah

Watch the interview of Sachin Shah, Fund Manager, Emkay Investment Managers with Anuj Singhal & Latha Venkatesh on CNBC-TV18, in which he shared his readings and outlook on market and specific stocks.

OMCs look attractive, says Sachin Shah

Sachin Shah, Fund Manager at Emkay Investment Managers is of the view that oil marketing companies look attractive.

Focus on strong Indian macros and not FII outflows: Emkay

Sachin Shah, fund manager, Emkay Investment Managers, says Bihar elections in October will have only a sentimental impact on the markets, but the real focus will be on earnings.

See limited upside in Infosys, says Sachin Shah

Sachin Shah of Emkay Investment Managers expects limited upside in Infosys.