Harsha Upadhyaya – CIO, Equities at Kotak AMC expects better growth in H2 and estimates an earnings growth of 8-10% in FY16. In a chat with ET NOW, he said that he also expects the markets to remain range bound in short term. Tune in to know more.
Harsha Upadhyaya – CIO, Equities at Kotak AMC continues to see inflows into markets and believes that investor interest in India is still strong. He also expects markets to consolidate at current levels. Listen in to know more.
Harsha Upadhyaya – CIO, Equities at Kotak AMC sees global risk-off trade in near-term, and believes that India is better positioned now compared to 2013 to withstand global turmoil. He also sees earnings growth of 10-12% in FY16 but expects downgrade in earnings estimates in next 2-3 months. He prefers Private Sector Banks over PSU banks but says that he’ll continue to watch PSUs. Listen in.
At the Nivesh India event hosted by ET NOW, top fund managers Harsha Upadhyaya – CIO at Kotak AMC, Tushar Pradhan – CIO at HSBC Global AM and R Sivakumar of Axis Mutual Fund said that there's absolutely no downside for equities in the long run. Here's an excerpt of the panel talk, on the merits of long-term investing. Listen in.
Manish Sonthalia of Motilal Oswal AMC does not see see Nifty slipping below 7,500 levels and expects markets to rise. In a chat with ET NOW he also gives out his top sectoral bets. Listen in to know more.