“For now, we expect the market to remain in a narrow range. It has become more stock-specific. Clearly, companies that report better-than-expected earnings are being rewarded, while those that disappoint are getting punished. We’re now in a phase where macro factors are subdued, and it’s the micro factors that will drive the markets from here,” … Read more
Mahesh Patil, CIO, ABSL AMC, says in the post-Covid period, mid and small-cap companies experienced higher earnings growth compared to large-caps, fueled by increased investment and sector re-evaluation. While earnings growth has converged and valuations have corrected, mid and small-caps still offer a better long-term growth outlook, potentially attracting renewed investment despite higher valuations and … Read more
“There is a high probability that we might have a surplus during the year and currency stability has also been a lot more better. And growth expectations, even the reiteration of growth, which could probably be over 7% by the Reserve Bank of India governor himself, I think goes to show that overall things are … Read more
“I would assume that the process would be I am sure many people in the industry who would benefit. The model will get to undergo a change and those representations would be received by the regulatory authorities and post that again they will go for a consultation,” says A Balasubramanian, MD & CEO, ABSL AMC. … Read more
“I think we have been seeing that not only debt but the returns across asset classes are in a very narrow range whether it is debt, whether it is expectation on gold or real estate and as a result investors will probably look to diversify across asset classes and try to really reduce the overall … Read more