Daily Voice | Rajesh Bhatia of ITI Long Short Equity Fund explains why the power sector is a strong medium term investment theme

“With the strong Government focus on addition of renewable power and aggressive plans for capacity addition through 2030, the Renewable Energy (RE) segment will see very strong action through this decade,” Rajesh Bhatia, MD & CIO of ITI Long Short Equity Fund, told Moneycontrol in an interview. Moreover, companies are also looking to carve out […]

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Daily Voice | Likely 25 bps rate hike in June, but series of rate hikes can slow credit growth recovery, says Mayur Patel of IIFL AMC

The Reserve Bank of India’s surprise 40 basis point rate increase and 50 bps hike in cash reserve ratio marks the start of a rate upcycle and the gradual withdrawal of excess liquidity. It negatively impacts broader market valuations, Mayur Patel, senior executive VP, fund manager – listed equity at IIFL AMC, said in an […]

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Daily Voice | Overweight on banking and financial space, but valuations for auto not very attractive, says Chandraprakash Padiyar of Tata Mutual Fund

“We are overweight in the banking and financial space and do believe that there is room for this sector to deliver healthy performance going ahead,” Chandraprakash Padiyar, senior fund manager at Tata Mutual Fund said in an interview to Moneycontrol. For the automobile sector, he said the chip shortage has been a boon for profitability […]

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Daily Voice | Overweight on banking and financial space, but valuations for auto not very attractive, says Chandraprakash Padiyar of Tata Mutual Fund

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Daily Voice | Indian market trading at a premium is justified given the growth story: Nitesh Shah of Elara Securities

Nitesh Shah is the CEO-Wealth at Elara Securities India. Nitesh Shah, CEO-Wealth at Elara Securities India said India is trading at a premium compared to many other ASEAN countries. But with the stability in the political regime, and progressive central policies, such a premium is justified. When asked about the sectors they would prefer investing in, […]

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Daily Voice | Consolidation to continue over next couple of quarters, but don#39;t see more than 20% correction: Jitendra Arora of ICICI Prudential Life

Jitendra Arora We like the Indian story from a medium-to-long-term perspective as it has growth drivers on its side and can continue to grow at mid to high single digits on a real time basis over the next couple of decades,” Jitendra Arora, Executive Vice President & Senior Equity Fund Manager at ICICI Prudential Life […]

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Daily Voice | Consolidation to continue over next couple of quarters, but don#39;t see more than 20% correction: Jitendra Arora of ICICI Prudential

Jitendra Arora We like the Indian story from a medium-to-long-term perspective as it has growth drivers on its side and can continue to grow at mid to high single digits on a real time basis over the next couple of decades,” Jitendra Arora, Executive Vice President & Senior Equity Fund Manager at ICICI Prudential Life […]

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See cut in Nifty50 earnings growth by at least 5-7% for FY23 on supply chain issues, says Aishvarya Dadheech of Ambit Asset Management

“The market is basically factoring in major parts of the perceived risk of rising inflation, interest rate hike and moderation in earnings growth. Many quality businesses are now available at a favourable risk reward, and long-term investors should capitalise on it,” Aishvarya Dadheech, fund manager at Ambit Asset Management, said in an interview to Moneycontrol. […]

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