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.…
Indian exporters gain from alternate supply chain trends: Emkay Investment
Indian economy is buzzing, most of the consumer discretionary sectors and industrials like real…
India may be expensive, but offers better EPS growth over FY23-25
One can keep a sector-specific approach while selecting stocks. A largecap focussed portfolio looks…
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…
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…
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,…
Manufacturing to be a key wealth creator for next 5-10 years
We think manufacturing will be a key wealth creator for the next 5-10 years and may need a separate…
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…
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…
Geo-political crisis and the stock market – What history says
Global stock market indices have typically been resilient through wars and geo-political events, by…
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…
