Fund Manager Talk | Markets may move in 5% range till festive season: Trideep Bhattacharya

Fund Manager Talk | Markets may move in 5% range till festive season: Trideep Bhattacharya

Indian equities are likely to consolidate in a narrow 5% range over the next few months as the market undergoes a phase of time correction, says Trideep Bhattacharya, CIO – Equities at Edelweiss Mutual Fund. While macro uncertainties have eased and policy momentum has picked up, the missing link remains corporate earnings, which he expects … Read more

Private sector banks set to generate Alpha in 2025: Radhika Gupta

Private sector banks set to generate Alpha in 2025: Radhika Gupta

“Now the point, consumption stocks that are expensive. If you look at India in aggregate, India’s PE multiple over 10 years as a stock market is higher than its 10-year averages. So, India is re-rated upward,” says Radhika Gupta, Edelweiss MF. Everybody has been waiting for this consumption fund, I can tell you. Now that … Read more