Author: India

Divam Sharma is the Founder of Green Portfolio “It is not the right time to invest in IT stocks immediately based on the current fall since there remains a lot of uncertainty around multiple factors such as the macros, the order flows, and the recession in developed economies,” Divam Sharma of Green Portfolio says in […]

Post the December Monetary Policy Committee (MPC) meeting, Varun Lohchab of HDFC Securities expects another 25 basis points (bps) hike in the first half of 2023, taking the repo rate to 6.5 percent. He believes that compared to the largecap space valuations in pockets of the small and midcap space have moderated due to muted […]

Raghvendra Nath is the Managing Director of Ladderup Wealth Management “Major economies are showing signs of slowing down as 2023 draws near, and some of them may even experience a recession,” Raghvendra Nath of Ladderup Wealth Management says during a conversation with Moneycontrol. The UK and some major players in Europe, notably Germany, were extremely […]

Hemant Kanawala of Kotak Mahindra Life “Earnings and interest rates will be the key factors influencing equity markets going ahead,” said Hemant Kanawala  of Kotak Mahindra Life Insurance Company in an interview to Moneycontrol. He believes that corporate India is poised for steady earnings growth over the medium term. Any disappointment on that front will […]

Santosh Joseph of Refolio Investments “It is reasonably fair to think that largecaps have done their bit to take their markets to all-time highs,” Santosh Joseph of Refolio Investments says in an interview to Moneycontrol. Joseph believes now is the time for the lower order smallcap and midcap to contribute and punch above their weight […]

Vora expects growth to slow down in the Indian IT services space but he is bullish on the FMCG sector Mihir Vora, Director and Chief Investment Officer at Max Life Insurance (File picture) Mihir Vora, senior director and CIO of Max Life Insurance, believes that the foreign investment into Indian equities will grow as the […]

Anand Varadarajan of Asit C Mehta Financial Services The interest rate hike by the Monetary Policy Committee on Wednesday has been an aggressive stance by the RBI but not a hawkish one, feels Anand Varadarajan of Asit C Mehta Financial Services. The rate-setting panel had a choice to increase the key rate by 50 bps like in […]

Jitendra Gohil of Credit Suisse In relative terms, Credit Suisse Wealth Management remains neutral on India equities but does not expect the market to underperform its emerging market peers, Jitendra Gohil shares in a discussion with Moneycontrol. The overarching stock-picking theme for Credit Suisse discretionary portfolios is to look for companies with margin expansion potential with […]

Suresh Soni, CEO, Baroda BNP Paribas Asset Management, said he looks for opportunities in volatility. So, when the markets go down, he invests more in equities. Baroda BNP Paribas Mutual Fund CEO Suresh Soni says India is past its inflation peak. Though still above its target range of 2-6 percent, he expects the Reserve Bank […]

Chirag Mehta is the Chief Investment Officer at Quantum AMC. Quantum AMC Chief Investment Officer Chirag Mehta is positive about the recovery being seen in the Indian economy, which, he says, should support earnings for the next two to three years. The revival in real estate, pick up in IT hiring, improved credit growth and […]

Nishit Master of Axis Securities PMS Axis Securities PMS continues to like the banking space, especially banks with high CASA, and also likes industries, including defence companies, which are sitting on record high-order books, Nishit Master of Axis Securities PMS says in an interview to Moneycontrol. The portfolio manager believes Indian markets will remain rangebound […]

Sushant Bhansali is the CEO at Ambit Asset Management. Ambit Asset Management CEO Sushant Bhansali thinks that the Indian market, which has been scaling new highs, shrugging off weak global cues, has already priced in rate hikes by the Reserve Bank of India and the US Federal Reserve. Bhansali, who has more than 19 years […]

Piyush Garg of ICICI Securities “Going forward, we are positive on Indian equity markets but given the higher valuation, a further rise may be muted,” Piyush Garg of ICICI Securities says in an interview to Moneycontrol. Markets are coming out of the last 1.5 years of range as the US dollar and inflation seemed to […]

Manish Sonthalia believes the bull run in Indian equities will continue moving forward and market performance will get stronger moving forward. Manish Sonthalia of Motilal Oswal AMC Foreign institutional investors will continue to buy Indian stocks and support the markets in 2023 based on strong earnings and upbeat outlook for FY’23 and FY’24, said Manish Sonthalia, […]

Manishi Raychaudhuri Asia-Pacific Head of Equity Research and Asian Equity Strategist – BNP Paribas (Image Source: Twitter/ @Manishi_R) For the Indian economy, “the strongest tailwind is a rapid cyclical recovery apparent in strong credit growth revival and robust growth in GST collections,” says Manishi Raychaudhuri, Head of Equity Research – Asia Pacific at BNP Paribas […]

Jiten Doshi is the Co-Founder and Chief Investment Officer at Enam Asset Management Company This is India’s decade and returns from equities should outpace other asset classes, Jiten Doshi, Co-Founder and Chief Investment Officer of Enam Asset Management Company, says in an interview to Moneycontrol. With an experience of over 30 years in capital markets, […]

Bhasin believes that a bit of an upside is yet to be seen in the stock market where the Nifty may hit 18,800-18,900 points. Sanjiv Bhasin. It is a good time to withdraw money from the Indian stock markets or ‘take some money off the table’ as correction in the markets is likely to happen […]

Sahil Kapoor is the Head Products and Market Strategist at DSP Investment Managers From the list of recently listed companies, there are just a few that are on track of profitability and would make sense for investment at lower valuations, Sahil Kapoor of DSP Mutual Fund says in an interview to Moneycontrol. He, however, feels there […]