private investment

Like cricket, new crop of entrepreneurs coming from small towns; focus on domestic stories and bottom-up stock ideas: Nilesh Shah

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Like cricket, new crop of entrepreneurs coming from small towns; focus on domestic stories and bottom-up stock ideas: Nilesh Shah

Nilesh Shah, MD, Kotak AMC, says in a fast-paced, unpredictable environment, focusing on the basics is key. Identify companies resilient to global challenges. Look for reasonable valuations and committed management. India’s IPO pipeline is strong, with entrepreneurs emerging from smaller towns. This mirrors the evolution of the Indian cricket team. Ignore the noise and focus … Read more

Expect decent consumption growth but investment growth will be stronger: Chetan Ahya, Morgan Stanley

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Expect decent consumption growth but investment growth will be stronger: Chetan Ahya, Morgan Stanley

Chetan Ahya, Chief Asia Economist, Morgan Stanley, says that “during 2003-2007, we had seen the investment to GDP ratio go up from the trough of around 28% to the peak of 39% by CY2007. In this cycle, something similar is happening. Investment to GDP is troughing at 29% in 2020 and 12 months ended March … Read more

Private investment to trickle in once capacity utilisation goes beyond 75%: Uday Kotak

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Private investment to trickle in once capacity utilisation goes beyond 75%: Uday Kotak

NEW DELHI: Private investment, which has been muted for a long time, will start trickling in once the overall capacity utilisation in the system goes beyond 75 per cent that, in turn, will help unleash ‘animal spirits’, CII President Uday Kotak said on Wednesday. The COVID-19 pandemic gave a shock to capacity utilisation and as … Read more