Category: Market Outlook

Outlook for the Indian banking sector seems upbeat due to a pick up in growth and a favourable corporate credit cycle, Mahesh Patil, chief investment officer at Aditya Birla Sun Life Asset Management Company, has said. “The current growth is picking up … we are seeing that the corporate credit cycle is looking favourable… so, […]

Nishit Master of Axis Securities PMS believes that the global recession could be deep if there is no course correction. But for India, the story is different, he says in an interview to Moneycontrol. “India is not significantly linked to global supply chains, and there is a high probability of some European and Chinese manufacturing […]

Santosh Joseph of Germinate Investor Services LLP India could be very close to the peak for inflation, but it may take slightly longer as inflation tends to be stickier before it gets unwound, says Santosh Joseph of Germinate Investor Services LLP in an interview to Moneycontrol. The year 2022 has been an extremely volatile so […]

(Photo by Olya Kobruseva/Pexels) “You have changed my life. You don’t know what you have done.” This wasn’t a declaration shouted out to a lover or a preacher, but to a celebrity trader at a recent conclave. It was made to the star when he took a breather from clicking selfies and shaking hands with […]

Subramaniam plans to focus more on domestic-oriented sectors as he believes that India will be an attractive market The Indian investor is becoming mature and more confident as he is figuring out that India continues to perform well, even in a recessionary scenario globally, said Sunil Subramaniam, managing director (MD) & CEO of Sundaram Mutual Fund. […]

Kotak Mahindra Asset Management Company expects the earnings trends to improve from the second half, despite a sharp spike in commodity costs, Shibani Sircar Kurian shares in an interview to Moneycontrol. In the second quarter, she says, corporate commentary would be the key to watch out especially in terms of the demand outlook. This will […]

Looking at high-frequency indicators, “all-in-all there are no serious red flags for India”, says Sonthalia Manish Sonthalia of Motilal Oswal AMC India has been an “out-performer” in the emerging market space, Motilal Oswal’s Manish Sonthalia said as he shared his outlook on the market in an interview with CNBC-TV18. “As long as 20 times or thereabouts prices […]

The possibility of hitting June lows at an index level cannot be ruled out as we can’t be insulated from risk aversion in global equities, says Kunal Bhakta of First Water Capital. The Reserve Bank of India (RBI) has behaved in quite a calibrated manner and will continue to drive India’s monetary policy prudently, says […]

“Sterlite Tech Ltd is working closely with network creators in Australia to help build advanced optical networks…we will support Vocus in this rollout and help them deliver high speed, high capacity networks for the country,” said Paul Atkinson, CEO of optical networking business, STL. Indian multinational technology company Sterlite Tech Ltd announced its collaboration with […]

Harshad Borawake of Mirae Asset Mutual Fund The equity market returns can be decent, given the strong earnings growth momentum and Nifty valuations at 19x forward P/E, which is not expensive, Harshad Borawake of Mirae Asset Investment Managers India says in an interview to Moneycontrol. Mirae Asset continues to be bullish on the pharma sector […]

Naveen Chandramohan is the Founder & Fund Manager at ITUS Capital. ITUS Capital founder Naveen Chandramohan expects a strong set of numbers across banking and financial themes, consumer discretionary growth and manufacturing sector for the September quarter. Chandramohan, who worked with Hutchin Hill as a fund manager and responsible officer in Hong Kong before setting […]

Gaurav Dua is the Senior VP, Head – Capital Market Strategy & Investments, Sharekhan by BNP Paribas Gaurav Dua of Sharekhan by BNP Paribas believes banking, auto and engineering (especially defence companies) sectors are set for a multi-year rallies going ahead after underperforming over the last 3-5 years. This Head of Capital Market Strategy at Sharekhan by BNP […]

Sahil Kapoor is the Head Products and Market Strategist at DSP Investment Managers The sheer volume of market-moving news flow that has confronted investors over the past few weeks can be overwhelming for even the most weathered market participants. If it’s not the US Federal Reserve’s aggressiveness in tackling inflation, then it is the possibility […]

Sahil Kapoor is the Head Products and Market Strategist at DSP Investment Managers The once-in-a-generation rally in US dollar against a basket of major currencies in 2022 has caused unintended mayhem in global financial markets. The US Dollar index, which measures the currency against a basket of other major currencies, has soared to its highest […]

Talking about crude oil prices, Matthews said that production cuts from OPEC+ will lead to a surge in prices, which will eventually lead inflation higher Mark Matthews, managing director at Julius Baer, said that India is their ‘big bet’ for a long period of five years and not just for six months, and they would […]

Ajay Tyagi is the Head of Equity at UTI AMC UTI AMC remains bullish on sectors that are linked to domestic consumption and are driven by a rising trend in per capita income, Ajay Tyagi, Head – Equity and Fund Manager at UTI AMC, says in an interview with Moneycontrol. The sectors where the AMC […]

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Trivedi said that he foresees the US Fed raising interest rates to control record-high inflation, which will in turn induce the Reserve Bank of India to also raise rates. Indian investors should remain cautious amid constant rate hikes by the US Federal Reserve, global strength in dollar and surging inflation worldwide, says Gautam Trivedi, co-founder […]

Vikas Gupta, CEO & Chief Investment Strategist at OmniScience Capital Vikas V Gupta, CEO & Chief Investment Strategist of OmniScience Capital, believes that by the end of this financial year, the RBI could start upgrading growth forecasts for the following year, as the US interest rate hike and GDP downcycle, as well as the uncertainty […]

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