Daily Voice | Three D#39;s give India the edge over China as global market dynamics evolve, says Amit Jain of Ashika Group

The Indian economy represents a unique combination of ‘demographic’ advantage in a conducive ‘democratic’ set-up that drives the ‘demand’. The equation between the three D’s gives India the edge in a world of simmering competition. “This is what makes us bullish about India, despite headwinds that roil markets overseas,” says Amit Jain, Chief Strategist – […]

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Daily Voice | Invest in large-cap banks if inflation continues to rise, says Harshad Chetanwala of Mywealthgrowth

The current market dynamics have left long-term investors in a tizzy with their investments. But, there’s no cause for concern, says Harshad Chetanwala, Co-Founder of Mywealthgrowth.com. “Instead of looking at any market level, one needs to look at the possible events that can lead to volatility in the market,” he shares in an interview with […]

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Narendra Solanki of Anand Rathi sees Nifty at 19,700, Rs 1-1.3 lakh crore of IPOs by Diwali 2022

Narendra Solanki, head, equity research (fundamental) at Anand Rathi Shares & Stock Brokers, believes the broader outlook should continue to remain positive as far as domestic factors are concerned with some expectation of volatility due to external global factors like the situation arising out of the pandemic, inflation concerns and comments by the US Federal […]

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MC Interview | India will outpace rest of the world in economic growth, says Ankur Maheshwari of Wealth Equirus

Ankur Maheshwari, CEO at Wealth Equirus, believes that India’s private investment cycle is set to recover after more than a decade due to government schemes, capital expenditure in sectors like cement and metals and digitisation. “Accommodative monetary policy, global liquidity and lower interest rates will also support an investment revival,” says the seasoned consumer banking […]

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Daily Voice | These 4 sectors can give better returns as economy recovers, says Harsha Upadhyaya of Kotak AMC

Harsha Upadhyaya, CIO–Equity, Kotak Mahindra Asset Management, thinks India is in the early stages of economic revival following the coronavirus-induced disruption. Upadhyaya, who has nearly two decades of experience spread over equity research and fund management, says some cyclical sectors such as banking, industrials, cement and select manufacturing businesses can perform better as growth picks […]

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Daily Voice | India#39;s domestic savings to reach $3 trillion next decade, says Manisha Girotra of Moelis

An improved purchasing power, strong capital inflows, and the emergence of a dynamic entrepreneurial class will make sure that India’s growth momentum sustains itself for the next decade, believes Manisha Girotra, India Chief Executive Officer at Moelis & Company, a US-based global Investment Bank. “India is really into a strong bull run,” she says. A […]

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MC Interview | India will outpace rest of the world in economic growth, says Ankur Maheshwari of Equirus Wealth

Ankur Maheshwari, CEO at Equirus Wealth Management, believes that India’s private investment cycle is set to recover after more than a decade due to government schemes, capital expenditure in sectors like cement and metals and digitisation. “Accommodative monetary policy, global liquidity and lower interest rates will also support an investment revival,” says the seasoned consumer […]

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Stocks surge up to 1,625%: Broader indices outshine Sensex, Nifty in last 1 year, experts advise to stick to quality names

The Indian equity market has given some stellar returns since Diwali 2020 as Nifty50 surged over 40 percent. Despite the hammering of the economy amid the devastating coronavirus, the market managed to reward its investors with some handsome gains. The benchmark index Sensex has gained about 50 percent while midcap and smallcap indices have gained […]

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MC Interview | Expect this large sector to show greater participation in market: Reshma Banda of Bajaj Allianz Life Insurance

Reshma Banda, Head–Equity & Executive Vice President, Investments at Bajaj Allianz Life Insurance feels with the strong uptick in the markets, valuations are no longer cheap and any change in the short term would be a function of the liquidity situation. “Hence, we could expect an increase in volatility as we head towards the penultimate […]

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