[ad_1] India’s Contract Research Development and Manufacturing Organisation (CDMO) industry is set for a significant boom, with an estimated $6 billion opportunity over the next three years, according to Madhu Kela, Founder of MK Ventures. He said that India currently holds just 4% of the global CDMO industry, presenting vast potential for growth. The total […]
Bajaj Finserv AMC eyes pharma & consumption opportunities, turns cautious on IT – CNBC TV18
[ad_1] Healthcare and consumer-related companies are good places to invest a large amount of money right now because these sectors are growing, says Nimesh Chandan, CIO of Bajaj Finserv AMC. However, he is worried about the IT sector due to new trade rules in the US that could slow down their business. Chandan is particularly […]
More RBI rate cuts likely until demand improves: ICICI Prudential AMC – CNBC TV18
[ad_1] The Reserve Bank of India (RBI) is anticipated to implement two more interest rate cuts to stimulate the Indian economy, according to Manish Banthia, CIO of Fixed Income at ICICI Prudential AMC – which manages funds worth $2.3 billion. However, future policy adjustments will depend heavily on the economic data, as monetary policy operates […]
Tariff uncertainty fuels equity market volatility, says Mark Matthews – CNBC TV18
[ad_1] There is significant market disruption caused by the US government’s fluctuating tariff policies, says Mark Matthews of Bank Julius Baer & Co. highlighting that the market’s discomfort with the constant changes and lack of clarity. “What we want is certainty, and what we don’t like is the uncertainty,” he remarked. The frequent adjustments to […]
A $22 billion fund manager expects this sector to bounce back by end of the year – CNBC TV18
[ad_1] Vineet Sambre, Head of Equities at DSP Mutual Fund, which manages over $22 billion, expects the consumption sector to recover by year-end. He acknowledges the ongoing uncertainty, citing “shifting wallet shares and changing spending patterns.” To navigate this, he suggests investors build a diversified portfolio of consumer discretionary stocks, anticipating that tax benefits and […]
A $44 billion fund manager sees long-term value in these sectors – CNBC TV18
[ad_1] Harish Krishnan, Co-CIO and head of Equity at Aditya Birla Sun Life Mutual Fund, which manages over $44 billion in funds, sees strong long-term potential in the metals sector despite recent market fluctuations. Krishnan noted that while metals have already performed well, they remain attractive due to policy shifts, fiscal support, and evolving market […]
Indian market correction is temporary, not a bear phase, says Envision Capital’s Nilesh Shah – CNBC TV18
[ad_1] The Indian market is currently undergoing a correction, but not entering a bear market, says Nilesh Shah, Managing Director and CEO at Envision Capital — which manages funds worth ₹1367.27 crore. “I would be in the correction camp,” he said. He considers corrections of 15-20% as “pretty much powerful” and a normal occurrence even […]
‘Always a good time to invest’: WhiteOak’s Prashant Khemka on why investors shouldn’t wait – CNBC TV18
[ad_1] Prashant Khemka, Founder of WhiteOak Capital Management, which manages over ₹5,800 crore in assets, advises investors to avoid timing the market and focus on long-term investments. “I generally tend to always believe it’s a good time to invest and not try and time the market.” Market fluctuations are natural and should not deter long-term […]
FIIs may return to Indian markets in the second half as valuations stabilise: Manulife’s Charlie Dutton – CNBC TV18
[ad_1] Foreign institutional investors (FIIs) are expected to return to Indian markets in the second half of the year as valuations normalise, according to Charlie Dutton, Head of Emerging Markets at Manulife Investment Management. Despite recent sell-offs, he sees India as a strong long-term investment destination, with opportunities in midcap stocks, internet platforms, and IT […]
This $15 billion fund’s CIO sees the market nearing a bottom, shares top sector bets – CNBC TV18
[ad_1] Despite concerns over high valuations in smallcap and midcap stocks, Venugopal Manghat, CIO-Equity at HSBC Mutual Fund, believes the market is nearing a bottom and offers strong investment opportunities. HSBC Mutual Fund, which manages $15 billion in assets, remains optimistic about India’s long-term economic trajectory. Manghat sees consumer discretionary and financial services—especially non-lending financial […]