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

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

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

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…

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

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

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…

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…

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

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…