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
Nilesh Shah, MD, Kotak AMC, says many people depend upon their next generation and become a burden on them. It is important that we create financial security for every Indian through capital market participation whereby they can generate real return. How can you make a country rich when 93% of savings went into either below … Read more
“The situation was never as good in the Indian aviation market as it is today because there are effectively only two large players, Vistara Air India combined and InterGlobe Aviation,” says Sandip Sabharwal, asksandipsabharwal.com.Let us get stock specific then and get in your take on the entire chemical sector, brokerages are of the view that … Read more
“We do not have any of the wire and cable stocks, but I think Finolex I have tracked and recently prior to the results and subsequent to management commentary, obviously it has done very well. So, the entire space is doing well in terms of volume growth and it has actually been leading the entire … Read more
“Few percentage point here and there does not matter as much as certainty does. So, outcome after elections, a good budget, both would have a positive impact,” says Prateek Agrawal, MD & CEO, Motilal Oswal Asset Management Company. I am looking at the market positioning, what FIIs have done, what DIIs have done, what the … Read more
“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
