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Ambit's Dhiraj Agarwal bets on FMCG revival, says power theme needs selective approach
Dhiraj Agarwal, Managing Director at Ambit Investment Managers, expects Indian equities to remain range-bound and sees long-term growth in exchanges, wealth managers and AMCs as domestic savings increasingly move into equities.
Indian equities deserve higher FII allocation, but valuations stretched
India merits a higher allocation given its structural strengths. While the underlying business is strong, the valuations are not attractive, said Ramneek Kundra, chief investment officer at DSP Pension Fund Managers. But India’s premium to emerging markets has come down.
Sebi announces norms to fast-track launch of AIF schemes
The Securities and Exchange Board of India has launched a new fast-track system for alternative investment funds. This allows schemes to launch quicker after filing documents. Merchant bankers and AIF managers now hold greater responsibility. The regulator will not review draft disclosures beforehand. This change aims for efficient capital deployment by AIFs.
India growth story strong; banks, power and defence seen as key bets: ASK Investment CIO
George Joseph, Chief Investment Officer & CEO–Equity at ASK Investment Managers, says India’s long-term fundamentals remain strong despite global uncertainty, with GDP potentially doubling in 7–10 years. He favours cyclicals like banks, autos, capital goods, real estate, and defence, supported by inflation trends and global spending. He is also bullish on the entire power value chain, driven by AI-led data centre demand, while remaining cautious on expensive consumer stocks.
Prashant Jain: India resilient to oil shock, sees above-average returns from current levels
Prashant Jain, Founder & CIO of 3P Investment Managers, is more comfortable with largecaps. He believes small and midcaps have run ahead of fundamentals over the past couple of years, and even after the correction, valuations are not compelling at a category level.
Indian market enters tougher phase as easy gains fade, stock picking becomes key: Ambit
Dhiraj Agarwal, Managing Director, Ambit Investment Managers says India has entered a stock picker’s market with limited upside, steady inflows, and a themeless environment requiring disciplined investing.
Manish Sonthalia flags 12–13% earnings reset as global shock clouds FY27 outlook
Manish Sonthalia, CIO of Emkay Investment Managers highlights opportunities in financials, defence, power and IT, while advising caution on travel and real estate amid cost pressures.
Neo Alternative Asset Managers bets on real estate, ropes in ex-Walton Street India trio to lead charge
Neo Alternative Asset Managers is expanding into real estate. The firm has hired a seasoned team from Walton Street India to lead its new investment platform. This move targets structured and opportunistic real estate deals across key Indian urban markets. The expansion aims to leverage India's growing real estate sector, driven by urbanization and infrastructure development.
Where are the Indian markets headed? Here's a bull case Vs bear case scenario
Brokerages remain divided on India’s market outlook amid global uncertainties. Jefferies, ICICI Prudential AMC and 3P Investment Managers are positive on India, driven by improved valuations, limited earnings downside and supportive domestic flows. They highlight attractive Nifty valuations, favourable allocation signals and recent market correction as key reasons to increase exposure, with a preference for sectors like banks and pharma and a gradual approach to adding equities. On the other hand, Nomura, Goldman Sachs and UBS remain cautious, citing rising oil prices, weak foreign flows and global risks that could weigh on growth and market returns in the near term.
Sohum Asset CIO backs HDFC Bank, calls recent concerns temporary, sees valuation opportunity
Sohum Asset Managers’ CIO Sanjay Parekh said investor caution stems from uncertainty despite regulatory reassurance and management clarity. He highlighted strong long-term fundamentals, stable growth outlook, and improving merger-related metrics. Parekh expects sentiment to normalise soon, with institutional investors likely to stay steady. He maintains a positive stance and continues to hold and add to the stock at current levels. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Quest Investment CIO sees financials outperforming IT
Rakesh Vyas, CIO & Portfolio Manager at Quest Investment Managers, says markets may stabilise as energy risks ease and valuations turn supportive, though FII selling remains a drag. He stays positive on India’s earnings outlook but cautious in the near term. IT faces AI-led uncertainty despite selective opportunities, while financials and NBFCs look stronger on improving credit growth and consumption trends.
Asset allocation during West Asia crisis: Mutual fund managers share investment tips amid market turbulenc - The Economic Times
Asset allocation during West Asia crisis: Mutual fund managers share investment tips amid market turbulencThe Economic Times