Foreign investors to support Indian stocks in 2023, says Motilal Oswal AMC#39;s Manish Sonthalia

Manish Sonthalia believes the bull run in Indian equities will continue moving forward and market performance will get stronger moving forward. Manish Sonthalia of Motilal Oswal AMC Foreign institutional investors will continue to buy Indian stocks and support the markets in 2023 based on strong earnings and upbeat outlook for FY’23 and FY’24, said Manish Sonthalia, […]

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Daily Voice | Private banks, healthcare, telecom may outperform in 2023, says Manishi Raychaudhuri of BNP Paribas Securities

Manishi Raychaudhuri Asia-Pacific Head of Equity Research and Asian Equity Strategist – BNP Paribas (Image Source: Twitter/ @Manishi_R) For the Indian economy, “the strongest tailwind is a rapid cyclical recovery apparent in strong credit growth revival and robust growth in GST collections,” says Manishi Raychaudhuri, Head of Equity Research – Asia Pacific at BNP Paribas […]

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Daily Voice | India in a structural bull market where the best still to come, says Jiten Doshi of Enam AMC

Jiten Doshi is the Co-Founder and Chief Investment Officer at Enam Asset Management Company This is India’s decade and returns from equities should outpace other asset classes, Jiten Doshi, Co-Founder and Chief Investment Officer of Enam Asset Management Company, says in an interview to Moneycontrol. With an experience of over 30 years in capital markets, […]

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MC Interview | Slowing growth may weigh on sentiment in 2023 after liquidity tightening this year, says this fund manager

“Earnings outlook for industrial companies remains buoyant. But, unlike PSU banks, valuations here are more rich. Thus, it’s possible that these companies consolidate in the near term,” Niket Shah of Motilal Oswal AMC says in an interview to Moneycontrol. On the PSU banks, which are coming off from a decade of distress, the Senior Group […]

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Daily Voice | Expect a bull market for the next few quarters as the bad news is behind us: Jimeet Modi, Samco Ventures

Jimeet Modi of SAMCO Ventures “We are extremely bullish on the consumption space, because most of the inflation and margin pressures are behind us,” Jimeet Modi, Founder & CEO, Samco Ventures, said in an interview to Moneycontrol. He also finds the technology space attractive, where Modi believes that nearly all the bad news has been […]

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Daily Voice | Banking sector set to outperform for rest of FY23 as system health at its best in decades, says Arun Malhotra of CapGrow Capital

“The medium-term outlook for India remains relatively better. The structural shifts in India’s economy have started yielding results,” Arun Malhotra of CapGrow Capital Advisors says in an interview to Moneycontrol. The manufacturing sector, driven by PLI (production-linked incentive) schemes and China + 1 factor, has pushed industrial growth, leading to higher capex and kick-start of […]

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Daily Voice | With the global environment improving, this chief investment strategist sees double-digit nominal growth for India, corporate revenues and earnings

Vikas Gupta, CEO & Chief Investment Strategist at OmniScience Capital “India is on a very strong domestic growth path, which is only likely to grow stronger with decreasing global macro uncertainty and the resilient US economy, which has a 50-year-low 3.5 percent unemployment rate and a strong consumer spending outlook for the festive season (Christmas […]

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Equity market beats September quarter estimates as earnings play big catalyst: Motilal Oswal

Gautam Duggad Indian stock market beat the estimates for the July-September quarter of FY23 as Corporate India financials played a big catalyst, said Gautam Duggad, head of research and institutional equities at Motilal Oswal Financial Services. “The July-September quarter went slightly better than what we had anticipated and there are a couple of factors which drove it,” he said […]

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Daily Voice | This smallcase manager is more bullish on mid-caps and small-caps than bluechips

Divam Sharma is the Founder of Green Portfolio “We are cautiously bullish going into 2023,” Divam Sharma of Green Portfolio says in an interview to Moneycontrol. Rather than the bluechips, he sees more run up in the broader markets (midcaps and smallcaps) in 2023 considering the valuations. The smallcase manager and co-founder of Green Portfolio […]

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Daily Voice | This smallcase manager isn#39;t bullish on new-age companies, sees Nifty beyond 20,000 by March

Basant Maheshwari of Basant Maheshwari Wealth Advisers LLP The valuations of some of the new-age companies have been so out of whack that even after a 50-60-percent correction with relentless cash burn and no sight of profitability, they do not make sense from any investment standpoint, Basant Maheshwari of Basant Maheshwari Wealth Advisers LLP says […]

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