Daily Voice | 2023 remains a great year to deploy capital and build portfolios for returns next year, says this fund manager

Naveen Chandramohan is the Founder & Fund Manager at ITUS Capital. “2023 is going to be a volatile year for the markets with risk-reward to the downside. It is going to be a great year to deploy capital and build portfolios for returns next year,” Naveen Chandramohan, Founder and Fund Manager of ITUS Capital says […]

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Daily Voice: This market veteran feels well-run private sector banks will continue to gain

Prateek Pant, Chief Business Officer at WhiteOak Capital Asset Management “In two-wheelers, the entry-level segment category is facing some challenges. In addition, the weak monsoon forecast will also weigh on rural sentiments,” Prateek Pant, Chief Business Officer at WhiteOak Capital Asset Management told Moneycontrol in an interview. He believes the overall demand outlook for passenger […]

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Daily Voice: This chief investment advisor is bullish on auto companies focused on domestic market

Nirakar Pradhan of Finkasturi Nivesh “Exports continues to be a problem area for auto companies as key markets in Africa face demand issues. This could take a few months to resolve,” Nirakar Pradhan, the WealthBasket Curator, Founder & Chief Investment Advisor at Finkasturi Nivesh told Moneycontrol in an interview. On the contrary, he believes domestic […]

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Daily Voice | Global Financial Crisis 2.0 may be possible anytime before US Election in October 2024, says Amit Jain of Ashika Global

Amit Jain of Ashika Global Family Office Services “There is a very high chance that we see a hike of 50 basis points in the upcoming Fed meeting on March 22, 2023,” Amit Jain, Co-Founder of Ashika Global Family Office Services says in an interview with Moneycontrol. Given this scenario, he feels a consistent uptick […]

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Daily Voice | Why is this fund manager optimistic about building materials demand outlook?

Anil Rego of Right Horizons “In the pharma space, we are bullish on companies available at reasonable valuations with CDMO segments since it supports pharmaceutical companies in the process of making medicines by providing services in the research and development stages, offering support in manufacturing, and providing formulating and finishing processes,” Anil Rego, Founder and […]

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Daily Voice | Softening demand environment a key challenge for Indian economy, says Unmesh Kulkarni of Julius Baer India

Unmesh Kulkarni, Managing Director-Senior Advisor, Julius Baer India. “The key challenge currently for the Indian economy is the softening demand environment, especially with persistent weakness in rural demand,” Unmesh Kulkarni, Managing Director Senior Advisor and Head of Markets & Advisory Solutions at Julius Baer in India says in an interview with Moneycontrol. The rising interest rates […]

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Daily Voice: This portfolio manager feels double-digit growth could be challenge for market in 2023

Hardik Doshi of White Whale Partners “While valuations have seen a time correction over the last eighteen months, they are still above historical averages. This remains the biggest headwind for the Indian stock markets,” Hardik Doshi, WealthBasket Curator, and Head – Portfolio Management at White Whale Partners told Moneycontrol in an interview. He believes that […]

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Daily Voice | Pause of interest rate hikes in global markets would be a key trigger for equity markets, says fund manager of UTI AMC

V Srivatsa, Executive Vice President & Fund Manager at UTI AMC “The big challenge is the high-interest rates and high level of interest in the fixed income, which would cap the valuations of equity markets and also increase the cost of equity for the equity markets,” V Srivatsa, Executive VP & Fund Manager – Equity […]

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Daily Voice | Good time to add allocation in banking, NBFCs, while power remains an attractive bet, says this portfolio manager

Vivek Goel of Tailwind Financial Services “We do believe that monetary policy risk looms and that can continue to keep FII flows volatile in the next few months,” Vivek Goel, joint Managing Director at Tailwind Financial Services, says in an interview with Moneycontrol. However, “as we get close to Fed policy meets scheduled in May […]

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Daily Voice | This CIO finds auto stocks with lower global exposure attractive for investment

Shailendra Kumar of Narnolia Financial Advisors Looking at strong domestic trends, during the current correction, Indian auto stocks that have lower global exposure look attractive for investments, Shailendra Kumar, Chief Investment Officer at Narnolia Financial Services says in an interview to Moneycontrol. Among auto stocks, with growth-in-value investing style, he believes commercial vehicles and passenger […]

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Daily Voice: Market to take cues from these 4 key events in FY24, says Sandip Bansal of ASK Investment Managers

Stock Market Today: In FY24, “earnings growth is expected to be in low to mid-teens and valuations are at fair levels from a 10-year average perspective,” Sandip Bansal of ASK Investment Managers told Moneycontrol in an interview. The Associate Director at ASK feels that globally, the market will take cues from geopolitics including the course of […]

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