[ad_1] The equity markets will put stock pickers to the test as the gap between expensive and reasonably valued stocks remains wide, says Dhiraj Agarwal, MD of Ambit Investment Managers. He advises investors to look beyond sector trends and focus on individual stocks with fair valuations and steady earnings growth. Agarwal highlights that the year […]
RBI rate cut in near term highly likely, says JPMorgan’s Sanjay Mookim – CNBC TV18
[ad_1] Sanjay Mookim, Head-India Equity Research at JPMorgan believes the Reserve Bank of India (RBI) is likely to cut rates in the near term. He pointed out that RBI’s actions, including addressing liquidity constraints and allowing the rupee to adjust, increase the probability of a rate cut, which should help support the economy. “We think […]
Sensex target set at 93,000 by December 2025, says Morgan Stanley – CNBC TV18
[ad_1] Morgan Stanley has set an ambitious target for India’s benchmark Sensex, projecting it to reach 93,000 by December 2025, driven by a combination of structural and cyclical factors. Jonathan Garner, Chief Asia & EM Equity Strategist at Morgan Stanley is optimistic about India’s economic trajectory, emphasising that the nation remains one of the firm’s […]
Madhu Kela bets big on these themes – CNBC TV18
[ad_1] Madhu Kela, market veteran and founder of MK Ventures, is excited about the energy transition theme, calling it a transformative trend that will drive growth over the next 10-20 years. This is because energy transition is now commercially viable and no longer dependent on subsidies, with electric vehicles (EVs) playing a central role in […]
Soil in India is fertile for entrepreneurs, says Manish Chokhani – CNBC TV18
[ad_1] India’s entrepreneurial ecosystem continues to flourish, with fertile ground for businesses to grow and thrive, says Manish Chokhani, Director of Enam Holdings. Speaking on investment strategies, Chokhani emphasized that the price investors pay is the only factor within their control. “In times like these, it’s crucial to double down rather than lose faith,” he […]
Taher Badshah sees mixed trends in financials, stresses strong execution amid market volatility – CNBC TV18
[ad_1] India’s stock market remains in a mixed trend zone across sectors, a situation that might continue for a few more weeks until the results season concludes, says Taher Badshah, Chief Investment Officer at Invesco Mutual Fund – who manages funds worth $11.49 billion. Sharing his insights on current market dynamics and sector-specific trends amid […]
Expect a big gap between large cap and midcap IT names, says Envision’s Nilesh Shah – CNBC TV18
[ad_1] Nilesh Shah, Managing Director and CEO of Envision Capital, shared his insights on CNBC-TV18 regarding the IT sector. He expects a significant divergence in growth between large-cap IT companies and smaller players, noting that major firms like Tata Consultancy Services (TCS) and Infosys are likely to see growth in the low to mid-single digits. […]
Capital market ecosystem still in early stages, says Motilal Oswal AMC – CNBC TV18
[ad_1] Atul Mehra, Fund Manager at Motilal Oswal AMC, who manages funds worth $1.73 billion, is bullish in terms of prospects of the capital market ecosystem financialisation and digitisation and so on. He believes the capital market ecosystem is still in the early stages. Most of the US households have exposure to equity markets. According […]
Trust MF CIO explains strategy behind new small cap fund amid valuation worries in the space – CNBC TV18
[ad_1] Trust MF has launched a new small-cap fund amid concerns about expensive valuations in the space, with some stocks trading at 25-30% premium to the broader market. In an interview with CNBC-TV18, Chief Investment Officer, Mihir Vora, who manages over ₹1,700 crore in funds, explained that not all small caps are overpriced. Also, the […]
Nifty set for first single-digit earnings growth in five years: Gautam Duggad – CNBC TV18
[ad_1] The Nifty earnings per share (EPS) is projected to grow in single-digit in 2024-25, the first time in five years, according to Gautam Duggad, Head of Research at Motilal Oswal Financial Services (MOFSL). MOFSL has trimmed its Nifty EPS estimates for 2024-25 and 2025-26 by 4% and 3.5%, respectively. “We were at about ₹1,115 […]