etmarkets fund manager talk

stock boom: ETMarkets Fund Manager Talk: Earnings risk can disrupt stock boom, says Vinit Sambre of DSP Mutual Fund

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With Nifty and Sensex trading close to all-time peak levels, Vinit Sambre, Head-Equities, DSP Mutual Fund, says there are looming risks to earnings growth over the upcoming quarters, primarily due to persistently weak consumption trends and the possibility of reduced government spending during election periods. “Given the elevated expectations and rich valuations, there is no … Read more

market correction: ETMarkets Fund Manager Talk: Despite upbeat domestic outlook, why does this fund manager see markets correcting 5-8%?

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While the underlying market sentiment remains bullish, it’s important for investors to balance the excitement around new market highs with the potential risks related to geopolitical concerns, especially when valuations offer a lower margin of safety, says Neeraj Gaurh, fund manager, Axis Securities. “Despite the strong outlook for our economy, we believe that markets can … Read more

general elections: ETMarkets Fund Manager Talk: Uncertainty surrounding upcoming general elections has dissipated: Torus ORO PMS

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The outcome of the recently concluded assembly elections in five states has sent a clear message that the uncertainty surrounding the upcoming general elections has dissipated, says Nitin Agarwal. CEO, Torus ORO PMS. “With Prime Minister Narendra Modi’s strong showing, investors can now anticipate continued stability and a focus on growth-oriented policies. This aligns perfectly … Read more

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

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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

growth surprises: ETMarkets Fund Manager Talk: Why this Rs 35000 cr asset manager sees limited scope for growth surprises in 2024?

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A fair part of the expected returns in 2024 probably came through in the last 2 months of 2024, as investors globally have discounted a steep rate cut cycle, says Shankar Raman, chief investment officer at Centrum Wealth. “As such, further upmoves require growth surprises hereon – in the context of a slowing global economy … Read more