If liquidity can come in at such a rapid pace, it can also go out very rapidly: Quantum Advisors

The challenge with the smaller-sized companies is not to do with the valuations, it is essentially the stress, says IV Subramaniam, MD & CIO. Have you guys been buyers in the last two-three months with

We have a defensive strategy as liquidity driven rallies have abrupt ends: Axis Capital

FY21 is seen as a washout by most. People are wondering how sharp the bounceback can be in FY22, says Chirag Negandhi, Joint MD & CO-CEO. What has been the response to your virtual conference

Post lifting of the lockdown, we have exceeded our own expectations: Page Industries

While the innerwear and the knitwear market is estimated to grow at about 10% CAGR, the premium market is growing at the rate of about 15%, says Chandrasekhar K, CFO. Let us divide the world

If we get funding at lower cost, it will be passed on to customers: George Alexander Muthoot

Going forward in next few quarters, expect much more growth in gold loans, says MD, Muthoot Finance. Muthoot Finance has witnessed its best loan growth in the last four to five years and holds the

After initial withdrawals in March, MF industry has been steady: Scripbox

We expect people to increasingly move money to inflation beating returns through people like us, says Atul Shinghal, Founder & CEO. What is the share of millennials in the mutual fund industry? Has trading activity

By |2020-06-22T17:30:14+05:30June 22nd, 2020|Categories: Expert View|Tags: , , , , , |0 Comments

S&P500: S&P500 may hit new high by end of year: Crossbridge Capital LLP

One also has to understand that the market bottoms out much sooner than the economy and that has always been the case. If one is going to look at pure GDP numbers then one will

Falling collection of health premium during Covid crisis a big surprise: Bajaj Allianz

I have told my team to start talking to customers about the importance of Covid cover, says Tapan Singhel, CMD. The lockdown has been eased. How has premium collection fared so far? In April, the

Liquidity and hope keeping markets up: Mihir Vora

We are overweight on export-focused sectors like IT, chemicals, auto ancillaries and chemicals, says Mihir Vora, Director & CIO, Max Life Insurance What does one do? Given the recent pullback and recovery that we have

By |2020-06-18T17:36:27+05:30June 18th, 2020|Categories: Expert View|Tags: , , , , , , , , , |0 Comments

Look for growth and leadership and keep identifying new winners: Girik Capital

Once it is established that the company is a true leader, it is extremely important that it keeps growing, says Charandeep Singh, MD, Girik Capital. The optimists would insist that markets are forward looking and

Don’t catch a falling knife, stick to leaders in financials: Girik Capital

Stick to leaders like HDFC, Kotak and may be ICICI. But going beyond that in a sector which is seeing a lot of headwind is a big mistake, says Varun Daga, Founder & Fund Manager,

By |2020-06-17T16:59:17+05:30June 17th, 2020|Categories: Expert View|Tags: , , , , , , , |0 Comments
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