Author: India

Sameer Kaul, MD and CEO, TrustPlutus Wealth (India), thinks real estate investment trusts (REITs) and infrastructure investment trusts (InvITs) an under-owned asset class, which investors should take more interest in. Kaul, who has spent more than 25 years in retail banking, mortgages wealth management, says the next few quarters will be crucial to gauge if […]

With the rally over the past 1.5 years, Niraj Kumar, chief investment officer at Future Generali India Life Insurance Company, said the most pertinent way for investors to strategise their portfolios would be to maintain discipline of investing and not succumb to greed and fear. From an investment standpoint, there are still opportunities galore, with […]

Vinod Nair, Head of Research at Geojit Financial Services feels as the economy is still in the recovery path, RBI would approach normalisation only in a gradual manner. “We can anticipate a drop in open market operations by RBI in the future to control excess liquidity of the banking system,” he said in an interview […]

Jay Prakash Gupta, Founder, Dhan, thinks consolidation and recapitalisation of PSU banks, setting up of a “bad bank” to clean up NPAs and the government’s capital expenditure programme will benefit the banking sector in the long run. Gupta, who has rich experience in the financial sector, says PSU banks will likely outperform private lenders over […]

Mohit Nigam, Head – PMS at Hem Securities, believes that investors can witness a similar kind of market return or even better return in the December quarter as compared to the September quarter. The benchmark indices rallied 13 percent in the quarter ended September 2021. Mohit Nigam said that although the impact of this third […]

Tridib Pathak, Co-head of Equity, Ocean Dial Asset Management India and Fund Manager at Avendus Olivo believes in fundamental investing driven by bottom-up stock selection. He says their goal is to achieve a fine balance between quality of the business and the valuations. Pathak has an overall experience spanning more than three decades. The FII flows into India […]

Mitul Shah, Head of Research at Reliance Securities believes the market will remain firm based on various fundamental triggers, while some profit booking led correction is likely. With the market near record high levels backed by stellar returns, he said, “one should focus more on valuation story rather than growth story as majority of the […]

September 2021 quarter earnings season will begin next month. Ashutosh Tiwari, Managing Director-Research at Equirus Securities feels rural demand remains impacted vis-à-vis urban and therefore demand in rural dependent sectors might be weaker year-on-year (YoY). The September quarter is likely to see margins compression across many sectors due to commodity inflation, said Tiwari in an […]

Jitendra Arora, Executive Vice President & Senior Equity Fund Manager at ICICI Prudential Life Insurance Company, advises investors to follow an approach of ‘time in the market’ and not ‘timing the market’. “The market is expensive in terms of valuations, with respect to its past.  Thus, one may avoid lump sum amounts with a horizon […]

Jitendra Arora, Executive Vice President & Senior Equity Fund Manager at ICICI Prudential Life Insurance Company, advises investors to follow an approach of ‘time in the market’ and not ‘timing the market’. “The market is expensive in terms of valuations, with respect to its past.  Thus, one may avoid lump sum amounts with a horizon […]

September 2021 quarter earnings season will begin next month. Ashutosh Tiwari, Managing Director-Research at Equirus Securities feels rural demand remains impacted vis-à-vis urban and therefore demand in rural dependent sectors might be weaker year-on-year (YoY). The September quarter is likely to see margins compression across many sectors due to commodity inflation, said Tiwari in an […]

Dhananjay Sinha, Managing Director & Chief Strategist, JM Financial Institutional Securities expects India’s growth cycle to be led by consumption sectors on the back of improved employment as operations normalise across segments. Sinha, who has more than 20 years of market experience, says investment strategy should align with the emerging business cycles as well as […]

A short-term 5-15 percent correction is around the corner as the market is overstretched after a vertical move, but this will be a great buying opportunity, Santosh Meena, Head of Research, Swastika Investmart says. He said global factors may trigger correction, and rising US bond yields after the Fed declares the timeline of tapering may […]