“Achche din ki sabse badi guarantee hai the growth in the GDP. So, India having reached fifth largest economy status and all the pundits and all the gurus from IMF to investment houses to all the economists predict that India will be number three in a very short duration of time,” says Puneet Chhatwal, MD … Read more
Ramesh Mantri, CIO, WhiteOak Capital AMC, says when we look at combined fundamentals and valuation, there are some sectors where fundamentals are very strong, but valuation is very high like industrials, capex related and then smaller industry segments like defence, electronics and manufacturing. The fundamental corporate earnings have been good but the valuation is high. … Read more
“Do not be too aggressive in how your portfolio is constructed. That is our broad tone. There are multiple reasons for it. And if you go through why India has done well over the last four-five years and pretty much from COVID to now, the key reason we think is it is a combination of … Read more
The international funds gave an average return of around 22.58% in the last one year, an analysis by ETMutualFunds showed. There were around 61 schemes in the international fund category that have completed one year of existence. The toppers were from Mirae Asset Mutual Fund. Mirae Asset NYSE FANG+ETF FoF and Mirae Asset S&P 500 … Read more
Saion Mukherjee, MD & Head-Equity Research, Nomura, says: “As we look forward to the medium term, both economic growth rates and earnings growth rate should be quite resilient. In fact, we are talking about how 12-17% earnings growth in the medium term for India is very much possible. we are constructive in that sense and … Read more
Shibani Sircar Kurian, Senior EVP, Sr. Fund Manager & Head -Equity Research, Kotak Mahindra Asset Management, says “We are not expecting to see any major earnings downgrades. But if you look at the first half of the year, in terms of earnings, the first half of the year has been extremely strong. And from that … Read more
Jigar Mistry, Co-founder, Buoyant Capital, says “if you look at the ownership spectrum of largecap versus smallcaps and look at the free float as an additional variable into this, very interesting data is shaping up. There are a few graphics running there but if you look at the free float ownership in the largecaps, FIIs … Read more
Mark Matthews, MD, Julius Baer, says a lot of growth is coming from the big technology stocks in the US and their earnings and that will continue because of the investments they are making in their cloud computing businesses with generative AI and that will be incredibly accretive not only for their revenues but for … Read more