Author: India

Anil Rego of Right Horizons Systemic investment plans are set to see record inflows in the coming years. An increasing share of disposable income and intensifying focus of retail investors on financialisation of savings will keep driving funds towards SIPs, says Anil Rego, founder and fund manager at Right Horizons. The Chartered Financial Analyst with more […]

The rate hike concerns keep coming and going over the last few quarters. It seems that the market has made up its mind that rates have peaked, whereas the Fed is particularly insistent that their mandate to control inflation is paramount. Sunil Shankar Matkar February 13, 2023 / 12:18 PM IST Vineet Bagri of Athena […]

Naveen Chandramohan has maintained that auto ancillaries (especially around B2B Manufacturing) is a theme that has a significant (3-year) runway ahead of growth and this certainly looks attractive to me with growth being sticky (B2B driven). Sunil Shankar Matkar February 12, 2023 / 09:58 AM IST Naveen Chandramohan is the Founder & Fund Manager at […]

Q3FY23 earnings of Nifty-50 stocks reported till now have been broadly in line with estimates. Sector-wise, metals, oil & gas and FMCG were the major losers, while banks, PSUs and IT services were the major gainers. Sunil Shankar Matkar February 11, 2023 / 09:09 AM IST Sushant Bhansali is the CEO at Ambit Asset Management. […]

Q3FY23 earnings of Nifty-50 stocks reported till now have been broadly in line with estimates. Sector-wise, metals, oil & gas and FMCG were the major losers, while banks, PSUs and IT services were the major gainers. Sunil Shankar Matkar February 11, 2023 / 08:12 AM IST Sushant Bhansali is the CEO at Ambit Asset Management. […]

The current market backdrop of relatively higher interest rates and broad-based economic growth suits the value style of investment, says Christy Mathai, Fund Manager- Equity at Quantum Mutual Fund. Sunil Shankar Matkar February 10, 2023 / 09:13 AM IST Christy Mathai of Quantum Mutual Fund “While there are certain improvements in some of the new-age […]

Given the backdrop of the rural economy also showing signs of recovery and the big city demand being more or less consistent, there is a reason to believe that FMCG should have a better story going ahead in the next two to three years. Sunil Shankar Matkar February 09, 2023 / 08:39 AM IST Santosh […]

Badrinivas’ comments come in the backdrop of China opening up and foreign institutional investors (FIIs) being bullish there amid pent-up consumption and India’s higher valuations. Badrinivas NC of Citi Bank maintained that from India’s point of view, the country’s growth outlook “doesn’t necessarily change.” India will get a fair share of equity flows as it […]

“Banks are at the peak of their health in terms of asset quality and in a tight monetary environment continue to flourish. Credit expansion theme seems to be continuing and the earnings have been spectacular,” said Sonam Srivastava, Founder at Wright Research Sunil Shankar Matkar February 08, 2023 / 07:16 AM IST Sonam Srivastava is […]

Infrastructure has definitely emerged as a clear winner after the budget. Crucial to boosting last-mile connectivity, India has decided to build 50 additional airports, heliports, and aerodromes, and identified 100 fresh projects. Sunil Shankar Matkar February 08, 2023 / 07:48 AM IST At Rs 61,000 crore – Rs 51,000 crore of divestment receipts and Rs […]

“The exposure to Adani group companies is not reflecting a systemic challenge. There are tangible assets backing the loans,” said Divam Sharma, Founder of Green Portfolio. Sunil Shankar Matkar February 08, 2023 / 06:55 AM IST Divam Sharma, Founder of Green Portfolio “The exposure to Adani group companies is not reflecting a systemic challenge. There […]

The biggest catalyst for our markets will be the US Fed commentary regarding inflation and when they actually pause or pivot in the interest rate tightening cycle. Sunil Shankar Matkar February 07, 2023 / 08:37 AM IST Basant Maheshwari of Basant Maheshwari Wealth Advisers LLP Attrition has scaled to threatening highs and, as it will […]

The infrastructure, IT and banking sectors will propel the index past the 19,000 mark, says Jain. Sunil Shankar Matkar February 06, 2023 / 09:51 AM IST Amit Jain of Ashika Global Family Office Services “Keeping the upcoming year in mind, our top picks remain the banking, IT, infrastructure, and FMCG industries,” Amit Jain, Co-Founder of […]

Karma Capital believes that the government has delivered on all counts of capex, consumption and credit. Sunil Shankar Matkar February 05, 2023 / 10:19 AM IST Vinay Jain of Karma Capital Markets are expected to move within a range in the short term on the back of worsening global macros arising out of geopolitical uncertainties […]

IT companies’ results have generally met or exceeded expectations, as they have been successful in preserving margins. Sunil Shankar Matkar February 04, 2023 / 09:12 AM IST “We maintain a positive outlook on banks due to their improving performance, including higher credit growth, stable NIMs, low credit costs, and better return on assets,” Vinit Sambre, […]

Constant capex spend in rural areas, removal of tax benefit for new life insurance policies and short-term capital gains tax on market-linked debentures are the three negative factors, says the Managing Director – Portfolio Management Services. Sunil Shankar Matkar February 03, 2023 / 10:28 AM IST “Overall the Budget has been one of the most […]

Sivaram, the Investment Director of Enam Holdings, does not see any issue with regard to the banking sector’s infrastructure lending to the Adani group or any other group. Sridhar Sivaram expressed bearishness is on insurance. Justifying his stance, he said, “We have been bearish on insurance because they don’t sell protection Sridhar Sivaram, Investment Director […]

Infrastructure continues to remain as the most solid theme in the budget. Allocation to railways has also seen a sizeable jump against last year. Sunil Shankar Matkar February 02, 2023 / 08:25 AM IST “We feel this Budget can easily be given 8 on 10. We would call it progressive, growth-oriented and consistent with longer […]

Job creation is an outcome of capital expenditure and infrastructure spends across various sectors. I feel there is strong scope of major job creation opportunities if the planned projects and outlays are put to work in the right manner. Sunil Shankar Matkar February 02, 2023 / 08:42 AM IST Aniruddha Sarkar of Quest Investment Advisors […]

Union Budget 2023: Sagar Lele, WealthBasket Curator & Founder of Rupeeting, is also positive on the cement space and says the sector has enough tailwinds to outperform in 2023 Sunil Shankar Matkar February 01, 2023 / 08:00 AM IST Sagar Lele, the Founder of Rupeeting Sagar Lele, the WealthBasket Curator and founder of Rupeeting, doesn’t […]