It will be a ‘bottoms-up’ market in 2023: Sachin Shah of Emkay

After a tumultuous 2022, global equity markets may be heading towards an equally volatile 2023. Against this backdrop, SACHIN SHAH, fund manager at Emkay Investment Managers

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Indian exporters gain from alternate supply chain trends: Emkay Investment

Indian economy is buzzing, most of the consumer discretionary sectors and industrials like real estate, building materials, autos, engineering, chemicals, etc., are witnessing…

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Worst over for Dalal Street now as FIIs return, bet on auto sector, private banks | Emkay INTERVIEW

We are hearing some slowdown in very selective pockets like building materials, logistics, and exports, but at this point in time the hope is that most of it is very seasonal

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4 reasons why Sachin Shah is positive on the Indian economy – Economic times exclusive interview feature

In the last one-month domestic equity markets have risen by 10%+, virtually reclaiming the levels which were last seen four months back (end of March 22) and beginning of the…

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Worst of inflation behind us; mkt recovery to continue

The two big challenges of inflation and aggressive FII selling are behind us, believes Sachin Shah, Fund Manager, Emkay Investment Managers

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3 factors that can make Zomato profitable in the next few years

In our opinion, a successful modern tech company can transform industries, achieve expansion of scale, and make enormous profits, all without requiring significant capital…

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These sectors have potential for high returns over 3-4 years

When the circumstances are more conducive, there is a high probability the Reserve Bank will quickly move to an accommodative policy for higher economic growth, says the Fund…

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How to identify future multibagger stocks? These 3 critical factors hold the key

A recent note published by ET on traits required by companies for sustainable wealth creation...with some good examples, including companies , which did course correction and how…

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Share market may hit new high in 2022; right time for bottom fishing in smallcap, midcaps

Global markets will likely stabilise post geopolitical turmoil and central bank rate hikes, helping Indian share markets touch new highs in the calendar year.

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Earnings growth to accelerate in India; economy entering into cycle of positive growth: Emkay Investment

After nearly two-three years of economic slowdown, India is at an inflection point now with all indicators suggesting that economy and corporates are entering into a cycle of…

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