“Tech Mahindra, Infosys all are up 40% in last six to eight months. So, large part of all positive news has been discounted and the stocks are trading at a very-very decent valuation I would put in that way,” says Sandip Agarwal, Fund Manager, Sowilo Investment Managers. From these Q2 earnings from the likes of … Read more
“We have a QGLP philosophy, where we look at the growth leaders where the longevity of growth is very high, and we buy new stocks at reasonable prices,” says Vaibhav Agrawal, AIF Fund Manager, MOAMC. In an interview with ETMarkets, Agrawal said: “If you had invested 1 crore, that would be about 12.5 crores today, … Read more
Let’s start with your personal story I come from a family of engineers and I surprised my parents by not pursuing my engineering academic learnings professionally. I completed my Master of Management Studies (MMS) from the BITS, Pilani. My college is renowned for its rigorous academic programs and emphasis on both theoretical and practical knowledge, … Read more
MUMBAI – The smallcap segment has given handsome returns to investors in the past 3-4 months and even the mutual fund industry has seen the highest inflows into the smallcap funds. However, Aditya Khemani of Motilal Oswal Asset Management recommends a selective approach in this segment rather than going all aggressive. “When the broader economy … Read more
MUMBAI – UTI Asset Management is bullish on five major sectors and believes that smart money is set to chase them in the near term. The fund house is overweight on the financial services sector and has major exposure to it. “India with bank credit to GDP at less than 60% and retail credit to … Read more
MUMBAI – India’s ability to sustain an economic growth of 5-6% in an otherwise gloomy global macroeconomic outlook, can help it outperform many of its peers, says Madanagopal Ramu, head – equity at Sundaram Alternate Assets. “There is a widespread optimism with regards to India – given the growth-oriented policies, stable government, and distrust elsewhere … Read more
Over the last one and a half years, equity market returns have been muted amid global macroeconomic headwinds and geopolitical tensions. The correction was more prominent in smallcap stocks compared to largecap stocks in the last 1 year. However, Estee Advisors PMS managed to give handsome returns to its investors. “We have convincingly beaten the … Read more
With Indian equity markets expected to be under pressure over the next 3-6 months, in line with global peers, 2023 is likely to be the year of the debt market, according to Rahul Bhuskute, chief investment officer at Bharti AXA Life Insurance. “We expect to continue with the larger debt allocations seen in FY23, in … Read more
Anand Shah, Head of PMS & AIF Investments at ICICI Prudential AMC, says he and his team goes about picking winning stocks using the Business-Management-Valuation (BMV) framework. “If we like business potential and management quality, the last step is valuation. A good business and competent management may not always come cheap. If the business has … Read more
The surplus liquidity in the banking system has come down from the highs of last year, and the Reserve Bank of India has reiterated that it will remain focussed on the withdrawal of liquidity. PGIM India Mutual Fund expects the banking system liquidity to turn negative by October this year. “This can put pressure on … Read more