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…