Daily Voice | Rushabh Sheth of Karma Capital overweight on 3 sectors mildly impacted by inflation, commodity prices

Rushabh Sheth is the Co-CIO and Co-Founder of Karma Capital Advisors. “It’s hard to say whether the broader markets have fully priced in stagflation concerns. We definitely do not see a situation where India is expected to see growth slow down significantly, though some headwinds are clearly there,” Rushabh Sheth, Co-CIO and Co-founder of Karma […]

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Daily Voice | War may delay India#39;s economic revival but can#39;t derail it, says Harshad Chetanwala of MyWealthGrowth

The pace of economic revival in India is robust, of course, it has hit a speedbump with Russia waging a war with Ukraine and raging a storm across the world, but nothing can derail the rebound, believes Harshad Chetanwala, Co-founder of MyWealthGrowth.com. “One of the best ways to keep such worry (Ukraine-Russia crisis) away is by building a dynamic portfolio […]

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Daily Voice | Economic revival may get delayed a bit but will not derail by current geopolitical crisis, says Harshad Chetanwala of MyWealthGrowth

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Daily Voice | Auto, realty among 7 sectors to be worst-hit due to Ukraine-Russia crisis: Sonam Srivastava of Wright Research

Sonam Srivastava is the Founder of Wright Research The up move in commodity prices would impact the input costs for India’s wide range of sectors. Margins will face tight pressure in such an environment, seeing earnings decline, says Sonam Srivastava, founder of Wright Research in an interview to Moneycontrol. There has been a massive upsurge […]

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Daily Voice | Market fairly valued now, but challenge is to maintain economic growth momentum reduce inflation: Joseph Thomas of Emkay Wealth

Joseph Thomas, Head of Research, Emkay Wealth Management The situation that we are encountering today is a bull market correction. The correction is quite deep with a fall equivalent to 15 percent from the peak levels. But it is too early to say whether the market has turned bearish, says Dr. Joseph Thomas, Head of […]

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Daily Voice | Market fairly valued now, but challenge is to maintain economic growth momentum reduce inflation: Joseph Thomas of Emkay Wealth

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The recent decline is a correction in the overall bull market, not the beginning of a bear trend: Nilesh Shah

The state election results have matched market expectations of political stability and continuity, said Nilesh Shah, managing director, Kotak Mahindra Asset Management Company, in an exclusive chat with CNBC-TV18 on March 10. He believes that the “recovery in markets over the past couple of days is obviously aided by positive sentiments about election results as […]

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Daily Voice | Don#39;t see major cut in earnings estimate despite commodities rally, says Varun Lohchab of HDFC Securities

Varun Lohchab is the Head of Institutional Research at HDFC Securities. It’s not the time to rush for auto stocks when the Ukraine crisis is on the boil, threatening further crunch in semi-conductor chip supply, believes Varun Lohchab, Head of Institutional Research at HDFC Securities. Russia accounts for 40 percent of the global palladium supply. It is used […]

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War may end soon, important to prepare for peace: Raamdeo Agrawal

For the Indian stock markets, the real war is the continuous FII selling which has been about $ 1 billion daily for the past few days. ‘); $ (‘#lastUpdated_’+articleId).text(resData[stkKey][‘lastupdate’]); //if(resData[stkKey][‘percentchange’] > 0){ // $ (‘#greentxt_’+articleId).removeClass(“redtxt”).addClass(“greentxt”); // $ (‘.arw_red’).removeClass(“arw_red”).addClass(“arw_green”); //}else if(resData[stkKey][‘percentchange’] = 0){ $ (‘#greentxt_’+articleId).removeClass(“redtxt”).addClass(“greentxt”); //$ (‘.arw_red’).removeClass(“arw_red”).addClass(“arw_green”); $ (‘#gainlosstxt_’+articleId).find(“.arw_red”).removeClass(“arw_red”).addClass(“arw_green”); }else if(resData[stkKey][‘percentchange’] 0) { var resStr=”; var […]

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Daily Voice | Markets may scale higher in 6 months if there#39;s no full-blown European war, says Santosh Kumar Singh of Motilal Oswal AMC

Santosh Kumar Singh Santosh Kumar Singh, who heads the research wing at Motilal Oswal AMC, believes that the markets will scale higher levels in the next six months if the Ukraine-Russia conflict doesn’t turn into a full-blown European war. In an interaction with Moneycontrol, the dynamic financial analyst says that unless the commodity prices play a spoilsport, […]

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