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…