Fund Manager Talk | Why Atul Bhole is keeping IT stocks on his watchlist

Fund Manager Talk | Why Atul Bhole is keeping IT stocks on his watchlist

Atul Bhole, Executive Vice President and Fund Manager at Kotak Mutual Fund, identifies IT stocks as a potential under-the-radar opportunity amid current market uncertainties. While the sector has underperformed year-to-date due to concerns over US economic conditions and AI disruption, Bhole sees compelling reasons to pay attention to this overlooked space. Edited excerpts from a … Read more

Fund Manager Talk | Defence stocks rally shows FOMO taking over rationality, says Kotak’s Atul Bhole

Fund Manager Talk | Defence stocks rally shows FOMO taking over rationality, says Kotak’s Atul Bhole

The recent ferocious rally in defence stocks post the recent skirmish is yet another example of greed or FOMO taking over the rational investing behavior, says Atul Bhole, EVP & Fund Manager, Kotak Mahindra Asset Management Company. “Since Operation Sindoor, defence stocks bounced back significantly and are again trading at much higher valuations than can … Read more