Given the macro-driven situation and a fragile environment that we are walking into, the need for a risk-adjusted strategy could have never been greater. Long-short funds provide the right investment option in the current scenario, feel experts
In a special ‘Market Podcast’ with Moneycontrol, Sanghavi highlighted the management of Franklin has acted in the interest of the investors and that is why they have taken these steps.
Regarding the growth estimates, while the consensus is north of 20 percent, I would be happy to see consistent growth of 15 percent for the next 3 years.
Watch the interview of Vaibhav Sanghavi, Co-CEO of Avendus Capital Alternate Strategies with Prashant Nair & Ekta Batra on CNBC-TV18, in which he is giving his fundamental views on market and on specific sectors.
It has been a strong run for the markets especially since the Budget and Vaibhav Sanghavi of Avendus Cap, Alt Strategies says the Indian equity story is great on a longer-term perspective.
In the near-term the market has a pretty strong base of 8500 (on Nifty); even after several attempts those levels have not broken, says Vaibhav Sanghavi of Ambit Investment Advisory.
Watch the interview of Feroze Azeez of Anand Rathi Private Wealth and Vaibhav Sanghavi, Managing Director, Ambit Asset Management with Surabhi Upadhyay on CNBC-TV18, in which they shared their thoughts on alternative investing options for High net worth individuals (HNIs).
Vaibhav Sanghavi of Ambit Investment Advisory is a very bullish on the domestic oriented industries like cement, consumer durables, and if the monsoons are good then he would also look at farm equipment, agro chemicals spaces.
Watch the interview of Prakash Gaba of prakashgaba.com, Ashwani Gujral of ashwanigujral.com, Vaibhav Sanghavi of Ambit Investment Advisory, Sandeep Wagle of powermywealth.com and Hemant Thukral of Aditya Birla Money with Latha Venkatesh and Sonia Shenoy on CNBC-TV18.
Watch the interview of Sudarshan Sukhani of s2analytics.com, Prakash Gaba of prakashgaba.com, Kunal Bothra of LKP Securities, SP Tulsian of sptulsian.com, Vaibhav Sanghavi of Ambit Invst Advisory and Hemant Thukral of Aditya Birla Money with Latha Venkatesh and Reema Tendulkar on CNBC-TV18.
Vaibhav Sanghavi, MD of Ambit Investment Advisory expects more outflows from emerging markets, going ahead
Vaibhav Sanghavi, Managing Director at Ambit Investment Advisory, does not think India can do well under the circumstances. To the extent, the company may even look at revising its FY17 Nifty target. "We may have to revise the 11000 Nifty target (by FY17) if earnings recovery continues to remain elusive," he says
Vaibhav Sanghavi, Managing Director at Ambit Investment Advisory, explains: "We expect earnings to grow by 20% in FY17 and 12% this year. So going by sheer earnings growth, even without a massive re-rating in the markets, cumulatively we will grow 32-33% in two years, which takes the index number from 8500 to 11000."
Shorting stocks can offer a hedge to the portfolio in a volatile market. Combination of both micro and macro factors can help to identify stocks which can be shorted.
Long-short strategy focuses on risk adjusted returns. It ideally smoothens out the returns and tries to aim the same objective of long term equity fund over a longer period of time
A long short combination strategy tries to avoid market risk to a great extent, thereby reducing the volatility in returns.
AIF is taxed at maximum marginal rate of tax whereas mutual funds are pass through. However, globally all investment products investing in same asset class are taxed at same rate of tax. Budget should address this differential tax treatment.