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Quantum's Nilesh Shetty bullish on private banks and IT, avoids capital goods
Portfolio Manager Nilesh Shetty of Quantum Advisors remains positive on private sector banks and IT services, citing attractive valuations and long-term growth potential. He believes markets may have overreacted to AI-related concerns in IT stocks, while financials continue to offer value despite near-term economic uncertainties. Shetty remains cautious on capital goods and power-linked companies due to elevated valuations and says Quantum has no exposure to the space. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
IT growth under pressure as AI risks rise; pharma, power see support: Nikunj Doshi
Nikunj Doshi, Managing Partner & CIO-PMS at Bay Capital Investments Advisors, says IT services face growth challenges amid AI disruption and remains cautious on the sector. He prefers a bottom-up approach in pharma, citing benefits from rupee depreciation and easing US tariff risks. Doshi is also positive on power and ancillaries, driven by global investments, while staying selective on new-age tech stocks due to expensive valuations and potential post-lock-in selling.
Risk-reward has improved; Indian economy structurally more resilient: Rishabh Nahar of Qode Advisors
In an interview with Mint, Rishabh Nahar of Qode Advisors discusses the current market structure. With a unique 'all-weather' investment philosophy, he emphasises the importance of long-term capital commitment amidst market fluctuations.
Arnya Real Estate, Supreme Universal raise Rs 1,000 cr real estate equity fund
Arnya Real Estate Fund Advisors and Supreme Universal have successfully raised over Rs 1,000 crore. This capital will fund redevelopment projects in Mumbai and Pune. The fund targets Rs 1,250 crore and focuses on equity investments. This initiative brings institutional discipline to redevelopment projects. It combines Arnya's investment expertise with Supreme Universal's execution capabilities.