ETMarkets Smart Talk- Direction of market from hereon will be largely determined by earnings growth: Niraj Kumar

ETMarkets Smart Talk- Direction of market from hereon will be largely determined by earnings growth: Niraj Kumar

“We are enthused by earnings prospects of domestic facing sectors like BFSI, Cement, Infrastructure and Capital Goods etc.,” says Niraj Kumar, Chief Investment Officer, Future Generali India Life Insurance Company Ltd. In an interview with ETMarkets, Kumar said: “India is a shining economy and structurally well placed as an investment destination to command higher valuation … Read more

ETMarkets Smart Talk: Constructive on India story but equity markets have to deal with these 3 headwinds in 2023: Niraj Kumar

ETMarkets Smart Talk: Constructive on India story but equity markets have to deal with these 3 headwinds in 2023: Niraj Kumar

“The foremost headwind is going to emerge from the asset allocation decision of the global money managers. With fixed income offering lucrative yields we anticipate movement of funds from Equities to Fixed Income,” says Niraj Kumar, Chief Investment Officer, Future Generali India Life Insurance Company Ltd. In an interview with ETMarkets, Kumar said: “While we … Read more