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Daily Voice: This portfolio manager sees strong value in largecaps and 4 key sectors amid market correction
Money Control
·
10m ago
Medial
- Ashwini Shami is the Executive Vice President & Portfolio Manager of OmniScience Capital. - According to Ashwini Shami, the current market correction is a great opportunity to allocate to large caps. - He sees value in the banking, housing finance, power, and IT services sectors during the correction. - Chinese economy is struggling and may not attract serious money due to high levels of debt and deflation. - There is little risk of earnings downgrade for banks in Q2FY25, and there is potential for an upward rerating of the banking sector. - The valuations in the pharma and healthcare space are considered fully priced with limited alpha opportunities.
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Daily Voice: This fund manager is betting big on largecaps In the run-up to polls
Money Control
·
1y ago
Medial
Anirudh Garg, partner and fund manager at Invasset, advises caution on mid and smallcap segments despite some recent stability. He believes largecaps offer more resilience leading up to the elections. Garg expects the savings and investment industry in India to grow significantly, particularly in mutual funds, SIPs, PMS, and AIFs. He suggests that largecaps comprise 100% of Invasset's portfolio due to the potential for higher volatility and risk in mid and smallcaps. Garg anticipates strong earnings growth in FY24, but slower growth in FY25. He doesn't expect the Federal Reserve to go beyond three rate cuts this year. Despite market volatility, SME IPOs continue to flow, but caution is needed due to concerns about false expectations of quick gains. Invasset made a strategic shift towards largecaps after the recent correction to mitigate risk.
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Largecaps offer safety as mid- and smallcap rallies look overstretched: Nitin Bhasin
Economic Times
·
1m ago
Medial
In an interview, Nitin Bhasin from Ambit discusses the current state of the Indian market. He notes that while flows remain strong, earnings estimates for FY26 have been downgraded, with particular declines in BFSI and healthcare sectors. Despite rich valuations, there's a wait-and-watch approach due to tariff uncertainties. Bhasin advises focusing on large-cap stocks and sectors like IT and FMCG, which show stable earnings amid market volatility. The market remains driven by flows, especially from non-mutual fund institutions.
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Axis Mutual Fund's Karthik Kumar: Momentum is my contrarian bet for next 12 months
Economic Times
·
19h ago
Medial
Karthik Kumar, fund manager at Axis Mutual Fund, identifies momentum investing as a contrarian opportunity for the coming year, particularly following recent underperformance due to policy uncertainities. He also sees potential in sectors like NBFCs, consumer discretionary, renewables, and defence, while emphasizing the importance of diversifying investment portfolios across styles. Despite near-term corrections, India's robust domestic consumption and proactive policy measures offer promising medium- to long-term growth prospects, supported by strong monsoon predictions and GST reforms.
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SoftBank eyes Lenskart and Meesho IPOs to revive Vision Fund 2
YourStory
·
23d ago
Medial
SoftBank is banking on its Indian startup investments, particularly Lenskart and Meesho, to rejuvenate Vision Fund 2 (SVF2) amid ongoing losses. The Indian portfolio includes 15 private investments valued at $4.1 billion, with Lenskart and Meesho poised for upcoming IPOs. This move aligns with SoftBank's broader strategy to unlock value in SVF2, leveraging valuation gains and an AI-focused strategy. Despite being cautious in India recently, the company sees a strong IPO pipeline.
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Can Indian economy thrive amidst market slowdowns and tech layoffs? A Balasubramanian answers
Economic Times
·
1m ago
Medial
A. Balasubramanian, MD & CEO of ABSL AMC, highlights the Indian economy's resilience amid market slowdowns due to strong agriculture, government infrastructure spending, and favorable interest rates. While some sectors face caution due to technological disruptions like TCS layoffs, the upcoming festival season is expected to boost the rural economy. The financial sector sees pressure on lending growth, but bilateral trade deals and robust agricultural output provide optimism for sustained economic momentum.
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Volkswagen to kick off electrification journey in India later this year with ID.4 launch
Money Control
·
1y ago
Medial
German automaker Volkswagen has unveiled the Volkswagen ID.4, its first electric vehicle (EV) in India. The EV is expected to be launched in late 2024 and will initially be available in a single configuration. The ID.4 offers multiple powertrain options globally and has a range of up to 480km on a full charge. Volkswagen aims to drive mass electrification in India and sees the country as a key market. The company plans to strengthen its portfolio and increase sales by 10-15% this year. It also intends to expand its sales and service network in Tier II and Tier III cities.
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No near-term rally expected as weak earnings, global uncertainty weigh on sentiment: Dinshaw Irani
Economic Times
·
2m ago
Medial
India's market is currently experiencing a time correction, described as flattish due to weak earnings and global uncertainty, not expected to rally soon. Despite weak March earnings and downbeat management commentary, the RBI's liquidity measures might benefit sectors like NBFCs and healthcare. Dinshaw Irani of Helios Mutual Fund sees potential in new-age companies, NBFCs, and healthcare. Overall, global tensions are considered distractions, and the BFSI sector remains promising.
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Daily Voice: Valuations reasonable for private banks, strong consumer demand shows signs of rural growth recovery, says Anil Rego of Right Horizons
Money Control
·
1y ago
Medial
Anil Rego, founder and fund manager of Right Horizons, believes that valuations are reasonable for large-cap and certain small-cap stocks in India, while mid-cap stocks are mostly overvalued. He doesn't rule out the possibility of a correction in the equity market, which would likely be due to external factors. Rego also suggests that interest rates in the US may be gradually reduced to balance growth and inflation. Right Horizons focuses on investments in the building materials segment, consumer discretionary, wealth management, and financial services sectors.
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Fund Manager Talk | Kotak MF’s Mandar Pawar: Consumption, autos and cement to lead next market rally
Economic Times
·
2d ago
Medial
Kotak Mutual Fund's equity manager, Mandar Pawar, forecasts the next market rally will be led by domestic consumption, autos, and cement sectors amid improving rural demand and construction activity. Recovery is expected in H2FY26, driven by stable margins, festive season boosts, and government measures, despite global trade uncertainties. The auto and consumer discretionary sectors are strengthened by increasing consumer spending, while cement benefits from industry consolidation and rising construction. Consumer competition and valuations remain considerations.
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Prosus views India as an “incredible opportunity”; exceeds goal for its ecommerce portfolio
YourStory
·
3m ago
Medial
Prosus NV sees immense potential in India, with portfolio company Swiggy listing publicly and investments in Rapido. The firm, having invested $8.6 billion in Indian startups, has benefited from its ecommerce portfolio, reporting over $435 million in aEBIT for FY25. Prosus also acquired JustEatTakeaway and Despegar, expanding its global presence. Its classifieds company OLX grew revenue by 20%, and AI investments in Corti and Aletra show continued strategic growth in tech sectors.
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