investment opportunities: ETMarkets Fund Manager Talk: This fund manager sees investment opportunities in 6 sectors during a rate-cut cycle

investment opportunities: ETMarkets Fund Manager Talk: This fund manager sees investment opportunities in 6 sectors during a rate-cut cycle

As interest rates are expected to trend downwards later this year in India and in global developed economies, there are six sectors which could drive investment opportunities, according to Siddharth Vora, head of investment strategy and fund manager – PMS, Prabhudas Lilladher. Discretionary consumption, infrastructure, energy, healthcare, financial services, and tourism are the sectors identified … Read more

bullish outlook: We have gone from a slightly more cautious to a more bullish outlook: Ashi Anand

bullish outlook: We have gone from a slightly more cautious to a more bullish outlook: Ashi Anand

Ashi Anand, Founder & CEO, IME Capital, says “in a market where the overall underlying momentum is quite strong, the sentiment is positive and the longer term outlook is looking good, it is important not to get carried away. There is a right price at which you need to buy a company. And if you … Read more