November 24, 2022
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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November 7, 2022
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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August 19, 2022
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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August 8, 2022
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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August 4, 2022
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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June 21, 2022
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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May 25, 2022
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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April 3, 2022
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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March 11, 2022
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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January 6, 2022
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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