investment cycle

Fund Manager Talk | Bank stocks will deliver above average performance for next few years: Chandraprakash Padiyar

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Fund Manager Talk | Bank stocks will deliver above average performance for next few years: Chandraprakash Padiyar

Stating that financials as a sector and banks specifically offer better risk reward opportunity, Chandraprakash Padiyar, Senior Fund Manager, Tata Asset Management, says given the positive regulatory environment for banks in terms of early warning, asset quality will remain strong over cycle enabling higher growth in credit and ROE, leading to better valuations. “We see … Read more

Revival in investment cycle makes a case for more allocation to infra MFs

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Revival in investment cycle makes a case for more allocation to infra MFs

Explaining India’s economic structure requires a degree of specialisation qualifying for a Nobel in that discipline. But in the simplest of explainer articles for the man on the street, economists have often argued that consumption – and private capital investments – follow neatly sequenced cycles in this country. That explains why global commentators like Jeffries … Read more