value picks

ETMarkets Smart Talk | Valuations ahead of earnings — Time for bottom-up value picks: Shrikant Chouhan

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ETMarkets Smart Talk | Valuations ahead of earnings — Time for bottom-up value picks: Shrikant Chouhan

In this edition of ETMarkets Smart Talk, we caught up with Shrikant Chouhan, Head of Equity Research at Kotak Securities, to decode the current market setup amid rising volatility and persistent FII outflows. As Indian equities trade in a tight range with global uncertainties weighing on sentiment, Chouhan emphasizes the importance of bottom-up, value-driven investing, … Read more

Rally looks bit stretched, but markets will head higher if FIIs keep buying: S Naren

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Rally looks bit stretched, but markets will head higher if FIIs keep buying: S Naren

There is higher margin of safety in large-cap stocks as compared to mid- and small-caps, said S Naren, chief investment officer at Mutual Fund. In an interview, the fund manager speaks on why he is bullish on public sector undertakings (PSUs) and fixed income. Edited excerpts: What is your assessment of the recent bounce in … Read more