Last Build Date: Thu, 27 Oct 2016 04:00:03 +0530
Tue, 25 Oct 2016 15:44:56 +0530(image) The alpha managers at Kotak Mutual Fund are bullish on sectors such as banking, consumer discretionary, cement and specialty chemicals. Not just that, they believe that the storm brewing at Tata Sons is unlikely to affect group companies' stocks in the medium-to-long term.
Tue, 25 Oct 2016 09:50:29 +0530(image) Speaking to CNBC-TV18 Mahesh Patil of Birla Sun Life AMC said that a year down the line, one could look at much better outlook in earnings. "The past four quarters could see a decent earnings growth," he said adding that he doesn't see any reason for a re-rating from current levels.
Mon, 24 Oct 2016 14:09:51 +0530(image) A favourable policy regime and robust business environment have made India a preferred destination for global money managers, says Swati Kulkarni, Executive Vice President and Fund Manager at UTI Mutual Fund in an interview to Moneycontrol.
Mon, 24 Oct 2016 10:00:04 +0530(image) India stands out amongst emerging markets in the long term and is less vulnerable to global factors, says Navneet Munot, CIO of SBI MF.
Mon, 24 Oct 2016 09:33:47 +0530(image) FATCA guidelines have been brought in especially to track the situation with respect to US citizens and whether they have been disclosing the details of their investments abroad to the US tax authorities.
Fri, 21 Oct 2016 10:33:38 +0530(image) The market will be led by financial, capital goods and utilities sector for the next few years. He does not see the IT sector turning around anytime soon.
Fri, 21 Oct 2016 09:43:48 +0530(image) Speaking to CNBC-TV18 Harsha Upadhyaya of Kotak Mutual Fund said that issues in the IT sector wonât go away soon. âOverall the sector is under pressure; growth and pricing are under pressure. We believe structural issues need to be addressed.â
Thu, 20 Oct 2016 15:52:40 +0530(image) The consumption story has been on a roll -- a fact that has been universally acknowledged by fund houses. And DSP BlackRock Mutual Fund doesn't think otherwise.
Wed, 19 Oct 2016 09:39:35 +0530(image) The market currently is fairly valued, but equities will always be volatile in near term, says Prashant Jain, CIO of HDFC Mutual Fund, adding that one must invest into equities at any point the market corrects due to global reasons.
Tue, 18 Oct 2016 12:36:45 +0530(image) Speaking to CNBC-TV18, Lalit Nambiar of UTI MF said that India continues to stand out amongst the Asian pack on back of strong growth momentum.
Mon, 17 Oct 2016 11:44:43 +0530(image) Alpha and beta are two statistical tools, if used wisely, can help you pick the right mutual fund schemes.
Fri, 14 Oct 2016 17:15:44 +0530(image) Broad changes are happening in global macros. Uncertainty surrounding global events like talks of easing by central banks and strengthening of commodities has led to sell-off by foreign investors, says S Krishna Kumar of Sundaram Mutual Fund.
Fri, 14 Oct 2016 13:13:00 +0530(image) If the market continues to rally without earnings moving higher then Quantum AMC will be forced to sell out and cash levels in the fund could inch up further, says Fund Manager Nilesh Shetty.
Thu, 13 Oct 2016 12:58:07 +0530(image) Ajay Tyagi of UTI Mutual Fund is of the view that market could see some bit of correction as it is already trading at the upper-end of fair valuation.
Thu, 13 Oct 2016 10:45:47 +0530(image) In an interview with CNBC-TV18, S Naganath, President and Chief Investment Officer, DSP BlackRock Investment Management, said that investors should buy into any correction that takes place as a strong pick-up in earnings trajectory expected for FY18 and FY19 makes them attractive from a two-three year perspective.