Daily Voice | Managements across core businesses of economy extremely optimistic backed by strong earnings, says this fund manager

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 […]

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Daily Voice | Valuation in new-age tech pockets still stretched, overweight on IT space, says this fund manager

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 […]

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India to get fair share of equity flows despite China re-opening: Citi#39;s Badrinivas

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 […]

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This investment advisor feels, cautiously optimistic stance across sectors looks like the most prudent outlook after Q3

“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 […]

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Divestment target little too high amid macro challenges and uncertainties, says this investment strategist

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 […]

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Daily Voice | This investment manager doesn#39;t see any significant risk to banking sector from Adani Group firms

“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 […]

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Daily Voice | Nifty will reach 19,000 by middle of 2023: Amit Jain of Ashika Global Family Office Services

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 […]

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Daily Voice | Five sectors to get a fillip from Budget and deliver strong earnings, says this portfolio manager

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 […]

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Daily Voice | Largecap IT company valuations more reasonable than some midcap names, says Vinit Sambre of DSP Mutual Fund

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, […]

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Enam Holdings’ Sridhar Sivaram bullish on financials; says, falling credit costs leading to profitability

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 […]

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MC Interview | This investment professional gives 8 on 10 rating for Budget, sees derating in life insurance sector

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 […]

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Daily Voice | With likely capex of Rs 9 lakh crore in Budget 2023, this investment adviser is upbeat on 5 sectors

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 […]

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