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Rendezvous with Nilesh Shah
September 16, 2019FundsIndia had caught up with Mr.Nilesh Shah, the Managing Director of Kotak Mahindra Asset Management Co Ltd. He has over 25 years of experience in capital markets and investments, having…Continue Reading
“This year is likely be a more normal year with occasional corrections, unlike 2017”
February 27, 2018Particularly compared to last year- this year is likely to be more volatile, says Harshad Patwardhan, CIO – Equity, Edelweiss Asset Management. He also expects earnings recovery to be led by rural…Continue Reading
“Debt levels have been consistently coming down”
November 8, 2016Specific sectors and specific companies have been repaying debt and emerging stronger, says Anil Sarin, CIO, Global Asset Management, Edelweiss. Infrastructure companies especially stand to benefit from lower interest rates,…Continue Reading
“Have debt allocation in both duration and accrual strategy”
August 9, 2016Even as there is no rate cut from the RBI in the just ended Monetary Policy meet, what is the opportunity in the debt space? Ritesh Nambiar, Debt fund manager…Continue Reading
The opportunity lies in cyclical sectors
November 9, 2015Domestic industrials and sectors driven by urban consumption are two areas where Venugopal Manghat sees potential. The Co-Head Equities, at L&T Mutual Fund, he explains why. Edited excerpts from an…Continue Reading
Quality stocks have historically provided better safety
November 3, 2015While the banking sector faces serious concerns, NBFCs are the way to capture an economic turnaround, feels Kartik Soral, Fund Manager-Equity, Global Asset Management at Edelweiss. From April this year,…Continue Reading
“Corporate bond opportunity funds ideal for long-term allocation to bonds”
February 24, 2015What should be an investor’s strategy in the debt market, with yields beginning to fall? We posed this question to Sujoy Das, Head Fixed Income, Religare Invesco Mutual. Read on…Continue Reading
“More merit in getting the stock right than looking at sector weights”
February 23, 2015At a time when expert views all converge in the same direction, it helps to balance it with a contrarian view. We therefore had some questions for Vetri Subramaniam, CIO,…Continue Reading
The birth of a new bull market
January 2, 2015The significance of the 2014 rally was that it heralded the birth of a new bull market in India says Pankaj Murarka, Head Equity and Fund Manager at Axis Mutual.…Continue Reading
“Equity markets may quote at above-average valuation”
September 30, 2014While the sharp run-up in the equity markets may leave little on the table for those looking for near-term gains, there appears potential for upside in the equity market with…Continue Reading
