MC Interview | Oil prices and Fed#39;s policy will remain bigger driver of markets, says Bharti Sawant of Mirae Asset

“State elections results could have some near term impact. However, the bigger driver of markets will remain oil prices and Fed’s policy stance rather than necessarily State elections,” Bharti Sawant, Fund Manager – Equity at Mirae Asset Investment Managers (India) told Moneycontrol in an interview. Sawant has professional experience of more than 12 years and […]

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Daily Voice | Mid-teens earnings growth in mid-to-long term likely but input costs may weigh on margins in near term, says Shibani Sircar Kurian of Kotak AMC

Happy Women’s Day! Shibani Sircar Kurian, Senior EVP and Head – Equity Research, Kotak Mahindra Asset Management Company, says financial independence is a very important step for all women to take and, considering that women are doing it all, this itself should be pretty easy to achieve. Investment options would differ depending on the stage […]

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Daily Voice | Equity allocation by FIIs would resume once outlook on rate stabilises, says Nimish Shah of Waterfield Advisors

Nimish Shah, Chief Investment Officer – listed investments at Waterfield Advisors FIIs’ return to emerging markets would be largely dependent on interest rate movements in the USA, said Nimish Shah – Chief Investment Officer, Listed Investments at Waterfield Advisors. “We believe that in the medium term as the outlook on rate stabilises and global growth recovery […]

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Daily Voice | Good idea to deploy half of money now and half later if you have five-year view on equity markets, says Raghvendra Nath of Ladderup Wealth

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Daily Voice | Have bigger exposure to consumer discretionary, financials, says Arvind Chari of Quantum Advisors

Quantum Advisors Chief Investment Officer Arvind Chari says markets seem to be reacting to the daily updates on the Russia-Ukraine war and if other countries do not get involved militarily, the impact on markets can be contained. Chari, who started with macro, credit and fixed income portfolio management, in his over 18-year career also helped […]

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Daily Voice | LIC IPO key to revised disinvestment target and FY22 fiscal deficit numbers: Amnish Aggarwal of Prabhudas Lilladher

Prabhudas Lilladher is cautiously optimistic about the stock market. Near-term headwinds such as rising crude oil prices, geopolitical uncertainty following the Russia-Ukraine crisis, and a slowdown in rural demand are a passing phase until the Indian markets decouple from the global markets, Amnish Aggarwal, director of institutional research, told Moneycontrol in an interview. Aggarwal said […]

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Daily Voice | Expect rupee at 80 a dollar, 10-year bond yield at 7.75-7.50%, says Dhananjay Sinha of JM Financial

Dhananjay Sinha, JM Financial Institutional Securities The deepening Ukraine-Russia standoff is fueling a spurt in energy prices and driving global crude prices to exponential highs that would eventually translate into slower global growth, says Dhananjay Sinha, Managing Director and Chief Strategist at JM Financial Institutional Securities. The crude prices are about to kiss $ 100 a barrel amid supply […]

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MC Interview | Sell-off may continue in short to medium term; 2022 will be a dynamic year: Peter McGuire of XM Australia

Crude oil prices rising to $ 100 or $ 110 a barrel is certainly not a good point for emerging markets like India, and compared to China, the world’s second-largest economy, India would feel the pressure more, Peter McGuire, CEO of XM Australia, told Moneycontrol in an interview. “Massive upside is seen in crude prices in the last 24-48 hours, […]

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MC Interview | Sell-off could continue in short to medium term, 2022 will be a dynamic year: Peter McGuire of XM Australia

Crude oil prices rising to $ 100 or $ 110 a barrel is certainly not a good point for emerging markets like India, and compared to China, the world’s second-largest economy, India would feel the pressure more, Peter McGuire, CEO of XM Australia, told Moneycontrol in an interview. “Massive upside is seen in crude prices in the last 24-48 hours, […]

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It#39;s commodity stocks over consumption play if Ukraine-Russia tensions continue, says Dimensions Consulting#39;s Ajay Srivastava

Global equities have come under pressure in recent weeks on rising tensions between Ukraine and Russia. Nudge investments towards commodity stocks instead of consumption stocks if tensions between Russia and Ukraine continue, Ajay Srivastava, chief executive officer at Dimensions Consulting told CNBC-TV18 in an interview on February 22. Srivastava believes that basic materials do well […]

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Daily Voice | Two sectors that lagged broader market gains last decade set to clock healthy double-digit growth: Shailendra Kumar of Narnolia

Shailendra Kumar of Narnolia Financial Advisors “The majority of analysts are expecting 6-7 rate hikes by the Fed in this new cycle. In that scenario, US bond yields surely will be getting closer to this important psychological level of 3 percent,” says Shailendra Kumar, Chief Investment Officer of Narnolia Financial Advisors. The US 10-year bond […]

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Daily Voice | Two sectors that lagged broader market gains last decade set to clock healthy double-digit growth: Shailendra Kumar of Narnolia

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Interview | LIC issue to see ample rush from investors if uncertainties are controlled, says Sonam Srivastava of Wright Research

Sonam Srivastava is the Founder of Wright Research The estimated Rs 65,400-crore public issue – the biggest in the history of the Indian capital market – is likely to make LIC one of the top three companies by market capitalisation. The upcoming listing has begun raging a storm in the market. A gush of of geopolitical and economic […]

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