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Kotak AMC’s Shibani Sircar Kurian bets on financials and healthcare; cautious on IT
Shibani Sircar Kurian, Head -Equity Research and Fund Manager at Kotak Mahindra AMC, which manages assets worth nearly $4.79 billion, said the ongoing Middle East conflict remains the biggest concern for Indian markets due to its potential impact on oil prices, growth and earnings. She said Kotak AMC remains selective, favouring financials, healthcare and parts of industrials, while staying cautious on smallcaps and Indian IT amid AI-led disruption. 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.
RBI clears Kotak Mahindra Bank to buy up to 9.99% in Federal Bank
The Reserve Bank of India has approved Kotak Mahindra Bank to acquire up to 9.99% of Federal Bank's share capital. This move positions Kotak Mahindra Bank as a potentially significant institutional shareholder in the Kerala-based lender. Investors will now monitor future disclosures to track the progress of this strategic stake acquisition.
Stock Alert: Wockhardt, Jindal Stainless, Petronet LNG, Manappuram Finance, Aarti Industries
Larsen & Toubro, Mahindra and Mahindra, Punjab National Bank, Marico, Hero Motocorp, Lloyds Metals and Energy, SRF, Coforge, United Breweries, Poonawalla Fincorp, Ajanta Pharma, Emcure Pharmaceuticals, Aadhar Housing Finance, Gallantt Ispat, Jammu and Kashmir Bank, Voltamp Transformers, AAVAS Financiers, Lloyds Engineering Works, Alkyl Amines Chemicals, SJS Enterprises, Shilchar Technologies, GNG Electronics, Gujarat Heavy Chemicals, Aeroflex Industries, Shanthi Gears, Shoppers Stop, Dalmia Bharat Sugar and Industries, Cigniti Technologies, Raymond Realty, Raymond, Shipping Corporation of India Land and Assets, PTC India Financial Services, Spandana Sphoorty Financial, Dolphin Offshore Enterprises (India), CFF Fluid Control, DCW, Automobile Corporation of Goa (ACGL), Paushak, Mafatlal Industries, B Right Realestate, Kothari Petrochem, Foseco Crucible (India), Sutlej Textiles and Industries, Primo Chemicals, Onward Technologies, Kriti Nutrients, Jenburkt Pharma, Kriti Industries ..
Q4 Results Today: Coforge, Larsen And Toubro, Raymond, Emcure Pharma, Mahindra And Mahindra Among 60+ Companies To Declare Earnings
United Breweries, Raymond Realty, Shoppers Stop and Punjab National Bank are among the companies slated to declare earnings on May 5.
Gainers & Losers: BHEL, DMart among 6 big movers on Monday
Indian markets closed higher as election trends boosted sentiment. Stocks such as Valor Estate, BHEL, and Vedanta surged, whereas Sun TV, Avenue Supermarts, and Kotak Bank declined.
Q4 Results LIVE Updates: DMart shares down 4%, ideaForge Technologies up 16%; Ambuja report today
Q4 Results LIVE Updates: Amubja Cements, Manappuram Finance, Godrej Properties, Aditya Birla Capital, Tata Technologies, KEI Industries, Jindal Stainless, BHEL, Aarti Industries, Sobha, Quess Corp, Tata Chemicals, Wockhardt, are among the companies reporting their earnings today. Also watch for earnings reactions from Avenue Supermarts, Kotak Mahindra Bank, CDSL, NSDL, Zen Technologies, Mazagon Dock and others. Watch this space for all the LIVE earnings reactions.
Kotak Mahindra Bank shares fall 5% after Q4 results but analysts see 30% upside
Kotak Mahindra Bank's loan growth is expected to remain strong, guided at 1.5-2x nominal GDP, led by retail, SME, and selective unsecured lending.
Stocks to Watch for May 4: Kotak Mahindra Bank, DMart, Vodafone Idea, MDL, Indus Towers, CDSL and more
From Kotak Mahindra Bank, Avenue Supermarts, Mazagon Dock, Indus Towers and others reacting to their quarterly results, to Vodafone Idea getting some relief on its AGR dues, these are the stocks that should be on your radar going into Monday's trading session on May 4 after the long weekend.
Q4 Results: Avenue Supermarts (DMart) Profit, Revenue Rise 19%; Kotak Mahindra Profit Beats Estimates
Q4 Results live updates: Track revenue, profit, margin and outlook from 26 companies including Avenue Supermarts, Kotak Mahindra Bank and APL Apollo Tubes.
Q4 Results LIVE Updates: UTI AMC profit drops 73%; IEX operating profit up 23%
Q4 Results LIVE Updates: Infosys, LTIMindtree, IEX, Union Bank of India, Aditya Birla Sun Life AMC, Adani Energy Solutions, CIE India, Bluestone Jewellery, Mahindra Logistics, Tata Capital, Sterling & Wilson Renewables, Tata Teleservices (Maharashtra), and UTI AMC are among the important earnings to track today. The street will react to results reported by Trent, BCCL, and other companies as well. Watch this space for all the LIVE updates.
Lower oil prices would boost India’s economy, support banks and consumer sectors: Nilesh Shah
Nilesh Shah, Managing Director, Kotak Mahindra AMC, said that market returns may depend more on earnings growth going forward, with investors needing to adjust expectations. Sector trends could favour financials and consumption-linked segments, while asset allocation should balance equities, debt and gold amid evolving global conditions.
‘Main Hoon Na’ policy needed from RBI to support growth, says Nilesh Shah
Nilesh Shah, MD, Kotak Mahindra AMC, said the rupee has stabilised after recent central bank actions, easing earlier pressure from foreign investor outflows and rising yields. He noted that interest rates and liquidity conditions remain key for market direction. Ensuring adequate liquidity and keeping bond yields below 7% could help improve sentiment and attract global investors back to India.