FII money: Fed rate cut in Sept may not bring in FII money immediately; RBI may not lower rates before CY25: Harsha Upadhyaya

FII money: Fed rate cut in Sept may not bring in FII money immediately; RBI may not lower rates before CY25: Harsha Upadhyaya

Harsha Upadhyaya, CIO-Equity, Kotak AMC, says a Fed rate cut in the US may or may not have any impact on Indian markets as some of this is already discounted. Also, India may not necessarily just follow the US Fed. Even in India, it is going to be a shallow rate cycle and there may … Read more

earnings growth: Earnings growth to remain quite strong in auto, cement & pharma sector: Harsha Upadhyaya

earnings growth: Earnings growth to remain quite strong in auto, cement & pharma sector: Harsha Upadhyaya

“However, on the largecap side, the valuations are not so expensive. It is just about 5% or 6% higher than the historical averages. So, if you want to construct a portfolio, having a little bit of tilt towards largecaps is a better way to manage risk,” says Harsha Upadhyaya, CIO-Equity, Kotak AMC.Let us start with … Read more