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…

Indian exporters gain from alternate supply chain trends: Emkay Investment

Indian economy is buzzing, most of the consumer discretionary sectors and…

India may be expensive, but offers better EPS growth over FY23-25

One can keep a sector-specific approach while selecting stocks. A largecap…

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,…

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…

Worst of inflation behind us; mkt recovery to continue

The two big challenges of inflation and aggressive FII selling are behind us,…

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…

3 factors that can make Zomato profitable in the next few years

In our opinion, a successful modern tech company can transform industries,…

These sectors have potential for high returns over 3-4 years

When the circumstances are more conducive, there is a high probability the…

Geo-political crisis and the stock market – What history says

Global stock market indices have typically been resilient through wars and…

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…

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…

Buy on dips with a 3-, 5-year horizon: Emkay Investment Managers CEO

"Our inclination is towards sectors that will participate in economic growth…

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…

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…

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…

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…

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…