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,…
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…
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 interesting and…
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…
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…
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…
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 dedicated strategy
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…
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…
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 and large
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…
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…
Buy on dips with a 3-, 5-year horizon: Emkay Investment Managers CEO
"Our inclination is towards sectors that will participate in economic growth like BFSI, consumer discretionary -…
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…
Auto, pharma, logistics BFSI, consumption likely to lead next leg of rally
In an interview with Zeebiz's Kshitij Anand, Shah said that markets run-up in recent times is more like catching up…
SIP inflows likely to hit $3 bn per month from retail investors in next few quarters
Vikaas is an industry stalwart with over two decades of experience. In the course of his career, he has held several…
Strong corporate earnings ahead, will invest in new-age internet cos at appropriate time
We believe there is a high probability Nifty Earnings over next 24 months (FY22 & FY23) will grow above 25% CAGR.
Why Investors Should Focus Onlong-term Structural Stories Rather Than Recovery Plays
The interesting theme we invested in was IT ER&D services (IT embedded services) as the trend of ever increasing…
When market is at record highs be sure of not trading high-quality businesses for low-quality ones
In an up-trending & broad-based market like the current one, it does make sense to remain nearly fully invested, but in…
With the Indian economy in an up-cycle revival mode, Autos, BFSI, Capital Goods, Pharma, IT to do well over the next 18-30 months
During the last year of April and May, the unemployment figures had crossed 15-18 percent across all work age groups,…
These 3 factors will help corporate earnings in coming years
We see multiple triggers to earnings growth as we move into the next 2-3 years.
Well run mid- and small-caps seeing strong growth
There is a strong undercurrent of growth among mid- and small-cap companies, which will benefit from consumption growth
We are in the first round of bull run; Recently listed IPOs have good pedigree
The Nifty50 has rallied by about 70 percent so far in FY21, but there is plenty of action still left as we are in the…
Scope for upgrade in financials; CRAMs can be multi-year growth story
Kashyap Javeri believes given the increase in spending on IT locally as well as globally, IT could be a multiyear…
3 sectors that will drive momentum in next 2-3 years
We are getting into the virtuous cycle. It is just a matter of two or three quarters and the confidence level will come…
Budget 2021 | What Experts Anticipate 2021 To Be For Indian Markets
Though 2020 was volatile, it certainly brought cheer for equity investors. From nearly 7.5 million demat accounts…
From brink to recovery: 7 positive signs indicative of uptick in markets, economy in 2021
The market rally has been much more broad-based in CY20; the BSE Small-Cap index gained nearly 30 per cent; the Mid Cap…
Et tu bull-tus! Why every pause in this bull market should delight you
he beauty of bull markets are they race ahead of themselves most times, correct sharply, pause for some time and resume…
Covid vaccine, economic recovery, earnings to drive markets
Exactly a year after the Covid-19 infection began its ambush, the world is witnessing a mass-vaccination drive against…
Rebalancing Your Portfolio Annually Is Like Doing An Appraisal
The process provides individual investors with a tool to keep their portfolio risk levels in check
Strategies for investors in current market situation
The pandemic has played the role of a catalyst by bringing cost efficiencies and balance sheet discipline across…
How to spot quality midcaps, smallcaps
The pandemic has played the role of a catalyst by bringing cost efficiencies and balance sheet discipline across…
The Market Podcast | IT & Pharma to do better but leisure travel big contra bet for 2021
Travel and tourism as a theme should pick momentum in the next couple of quarters.
Pharma, IT, and auto-ancillary stocks may be early beneficiaries of PLI schemes
The recent quarterly results and management commentary reflects that the fear of escalated NPAs was a bit misplaced.
World is looking at India for credible sourcing alternative to China
It is important for investors to remain patient and not lose faith in equities as an asset class and continue to have…
In frenzy to follow index movements, don’t overlook quality opportunities
Value Shastra invests in Emkay’s 12, one-of-its-kind investing in large-cap equity investment strategy which is one of…
D-Street Talk podcast | Vikaas M Sachdeva explains mantra on how to pick stocks in SAMVAT 2077
To assess the quality, we have the ‘E-Qual’ model which measures quantitatively attributes like management quality,…
“See money-making opportunities in high quality mid and small-cap businesses’
One has to remember that the investor is becoming smarter with so much of information and advice to choose from.
What bothers equity investors the most? And how to resolve it?
In today's equity markets, as always, 'Quality' is the 'insurance premium' you pay for a steady, consistent growth…
India Inc is set for complete makeover
As domestic equity markets continue to trade in volatility, amidst the rising unpredictability Vikaas M Sachdeva, CEO,…
What investor personality are you?
In the investment world, it is important to know what kind of personality and temperament you have, as it plays a very…
Looking to beat volatile stock markets, here’s how to build a turbulence proof portfolio
Equity markets have always been volatile; in fact, volatility is in the inherent nature of equity investing. If it’s…
I don’t see any reason why direct plans should be there in PMS
In the immediate term, my priority is the safety of my employees. While we have systems and processes in place to work…
Coronavirus impact on mutual funds: This is the new normal for investors
Whenever the AMFI monthly numbers on mutual fund flows are released, there is a lot of data dissection which takes…
Telecom, life insurance, pharma & IT will be better placed in post-COVID-19 scenario
The rally in Indian equity markets is in sync with the rally in global equity markets. The global liquidity and asset…
To gauge investment worthiness, investors must look at next year earnings
As domestic equity markets continue to rally, now for six-weeks straight, volatility is also making a comeback. Amidst…
Are new retail investors in for shock?
One thing that has stood out in the market rally since March is the influx of new investors, who have mostly binged on…
Our ‘E-Qual’ model helps us pick winners, we’ve had no blowouts
We run a proprietary model called E-Qual, which is the country’s first calibrated model to measure corporate…
It is still too early to say that it is the end of the SIP trend
SIP flows have reduced for just about a month or two, during the last two months of the lockdown, but we cannot ignore…
“Smart Alpha” framework helped us identify leaders amid COVID-19 sell-off: Vikaas M Sachdeva
We will stick to our “smart alpha” framework which has a well-diversified
In 3 years, markets recover to cross their earlier highs
Given the sharp correction in the stock market, investors are a worried lot..
Worried about your equity portfolio being deep in red? Three steps that could help in the long run
While a lot has been written and spoken about the impact of this crisis across..
You either get good news or good prices. Right now, it’s the latter
History has taught us that in times like these it is very critical for long-term investors to maintain their asset…
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Many years ago, I worked for my parents who own a video production company. Because it is a family business, you…
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Many years ago, I worked for my parents who own a video production company. Because it is a family business, you…
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Many years ago, I worked for my parents who own a video production company. Because it is a family business, you…
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Many years ago, I worked for my parents who own a video production company. Because it is a family business, you…
PMS fund managers can hold on to their investment irrespective of market trends
In an interview with Cafemutual, Sachin Shah, Fund Manager, Emkay Investment Managers talks about the scope of PMS in…
How to make share market work well for you: Learn from history, take advantage of volatility
Sachin Shah, Fund Manager, Emkay Investment Managers says in an interview with Kshitij Bhargava that there are signs of…
How PMS managers made money for the rich in a tepid 2019? This fund offers clue
Foreign portfolio investors poured over Rs 1 lakh crore (net) in domestic equities in 2019.
Market rally to continue, to be far more broad-based; private banks, pharma look interesting
Companies in the mid and small-cap space which are governed and run efficiently, are expected to throw up returns…
Smart money already moving into concentrated portfolios seeking alpha
We are very enthused by the promise the investment management sector is pointing towards. At the very least, this is an…
How Sachin Shah avoided capital destruction in his PMS
It is a secular growth story for number two, three & four banks in India.
Restrict smallcap allocation to 25% of portfolio; choosing right company critical
Many quality mid and smallcaps have also come down in the last 12 months. They are not trading at frothy valuations any…
