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 materials, autos, engineering, chemicals,…


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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 some mid-cap and small-cap companies can…


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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 point in time the hope is that most of it…


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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 four months back (end of March 22) and…


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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 Investment Managers


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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


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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 enormous profits, all without requiring…


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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 accommodative policy for higher economic…


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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


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