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After a tumultuous 2022, global equity markets may be heading towards an equally volatile 2023. Against this backdrop, SACHIN SHAH, fund manager at Emkay…

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

One can keep a sector-specific approach while selecting stocks. A largecap focussed portfolio looks interesting and some mid-cap and small-cap companies can…

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…

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…

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

We think manufacturing will be a key wealth creator for the next 5-10 years and may need a separate dedicated strategy

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

When the circumstances are more conducive, there is a high probability the Reserve Bank will quickly move to an accommodative policy for higher economic…

Global stock market indices have typically been resilient through wars and geo-political events, by and large

A recent note published by ET on traits required by companies for sustainable wealth creation...with some good examples, including companies , which did course…

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

"Our inclination is towards sectors that will participate in economic growth like BFSI, consumer discretionary - including auto, capital goods - infrastructure…

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…

In an interview with Zeebiz's Kshitij Anand, Shah said that markets run-up in recent times is more like catching up with the mean and covering up for the…

Vikaas is an industry stalwart with over two decades of experience. In the course of his career, he has held several influential and senior management…

We believe there is a high probability Nifty Earnings over next 24 months (FY22 & FY23) will grow above 25% CAGR.

The interesting theme we invested in was IT ER&D services (IT embedded services) as the trend of ever increasing application of electronics & digitisation in…

In an up-trending & broad-based market like the current one, it does make sense to remain nearly fully invested, but in such markets some stock prices tend to…

During the last year of April and May, the unemployment figures had crossed 15-18 percent across all work age groups, however, this time around, the data is…

We see multiple triggers to earnings growth as we move into the next 2-3 years.

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 first round of bull market

Kashyap Javeri believes given the increase in spending on IT locally as well as globally, IT could be a multiyear spending story.

We are getting into the virtuous cycle. It is just a matter of two or three quarters and the confidence level will come back and the animal spirits will come…

Though 2020 was volatile, it certainly brought cheer for equity investors. From nearly 7.5 million demat accounts opened in FY21 to having a diversified…

The market rally has been much more broad-based in CY20; the BSE Small-Cap index gained nearly 30 per cent; the Mid Cap Index is up 20 per cent vis-a-vis the…

he beauty of bull markets are they race ahead of themselves most times, correct sharply, pause for some time and resume their upward journey.

Exactly a year after the Covid-19 infection began its ambush, the world is witnessing a mass-vaccination drive against the pandemic. And therefore, if…

The process provides individual investors with a tool to keep their portfolio risk levels in check

The pandemic has played the role of a catalyst by bringing cost efficiencies and balance sheet discipline across sectors/companies

The pandemic has played the role of a catalyst by bringing cost efficiencies and balance sheet discipline across sectors/companies

Travel and tourism as a theme should pick momentum in the next couple of quarters.

The recent quarterly results and management commentary reflects that the fear of escalated NPAs was a bit misplaced.

It is important for investors to remain patient and not lose faith in equities as an asset class and continue to have appropriate allocations as there is going…

Value Shastra invests in Emkay’s 12, one-of-its-kind investing in large-cap equity investment strategy which is one of the contemporary alternatives to…

To assess the quality, we have the ‘E-Qual’ model which measures quantitatively attributes like management quality, management attitude, wealth creation, etc.,…

One has to remember that the investor is becoming smarter with so much of information and advice to choose from.

In today's equity markets, as always, 'Quality' is the 'insurance premium' you pay for a steady, consistent growth portfolio.

As domestic equity markets continue to trade in volatility, amidst the rising unpredictability Vikaas M Sachdeva, CEO, Emkay Investment Managers Ltd, says that…

In the investment world, it is important to know what kind of personality and temperament you have, as it plays a very important role in determining the way…

Equity markets have always been volatile; in fact, volatility is in the inherent nature of equity investing. If it’s not volatile it’s not equity……

In the immediate term, my priority is the safety of my employees. While we have systems and processes in place to work remotely, I personally feel that…

Whenever the AMFI monthly numbers on mutual fund flows are released, there is a lot of data dissection which takes place.

The rally in Indian equity markets is in sync with the rally in global equity markets. The global liquidity and asset allocations tend to move quite seamlessly…

As domestic equity markets continue to rally, now for six-weeks straight, volatility is also making a comeback. Amidst the rising volatility, Vikaas M…

One thing that has stood out in the market rally since March is the influx of new investors, who have mostly binged on ‘cheap’ or penny stocks, taking them…

We run a proprietary model called E-Qual, which is the country’s first calibrated model to measure corporate governance.

SIP flows have reduced for just about a month or two, during the last two months of the lockdown, but we cannot ignore that there have been genuine challenges…

We will stick to our “smart alpha” framework which has a well-diversified

Given the sharp correction in the stock market, investors are a worried lot..

While a lot has been written and spoken about the impact of this crisis across..

History has taught us that in times like these it is very critical for long-term investors to maintain their asset allocation discipline.

Many years ago, I worked for my parents who own a video production company. Because it is a family business, you inevitably end up wearing many hats and being…

Many years ago, I worked for my parents who own a video production company. Because it is a family business, you inevitably end up wearing many hats and being…

Many years ago, I worked for my parents who own a video production company. Because it is a family business, you inevitably end up wearing many hats and being…

Many years ago, I worked for my parents who own a video production company. Because it is a family business, you inevitably end up wearing many hats and being…

In an interview with Cafemutual, Sachin Shah, Fund Manager, Emkay Investment Managers talks about the scope of PMS in India.

Sachin Shah, Fund Manager, Emkay Investment Managers says in an interview with Kshitij Bhargava that there are signs of economic revival and valuations are…

Foreign portfolio investors poured over Rs 1 lakh crore (net) in domestic equities in 2019.

Companies in the mid and small-cap space which are governed and run efficiently, are expected to throw up returns disproportionate to what the frontline…

We are very enthused by the promise the investment management sector is pointing towards. At the very least, this is an inflection point which will lead to a…

It is a secular growth story for number two, three & four banks in India.

Many quality mid and smallcaps have also come down in the last 12 months. They are not trading at frothy valuations any longer, says Sachin Shah, Fund Manager,…