Tags: interview
RSS feed for this section“60 per cent of Sensex’ earnings are immune to most macro issues”
August 11, 2014With the run-up in valuations of a number of stocks, ‘quality of business’ rather than just ‘size of business’ will start mattering in stock choices, says Neelesh Surana, Head-Equities and…Continue Reading
“Our preference for under-levered companies helped us in economic downturn”
May 9, 2014UTI Mutual’s diversified basket of fund offerings also provides interesting exposure to themes such as dividend yield and MNC. Many of these funds benefited from the consumption wave of the…Continue Reading
“If current momentum in the market is sustained, midcaps should do better”
April 28, 2014With the mid-cap indices on a roll over the last 6 months, what are the prospects of this segment and what should one look for in the space? We ask…Continue Reading
“Our fund management is process driven and not dependent on a single fund manager”
April 11, 2014ICICI Prudential Mutual has been in the limelight recently for quite a few events. One, it won the Morningstar India Fund Awards this year – for best fund house across…Continue Reading
“Invest in companies whose efficiency will be rewarded now”
January 16, 2014Tough times don’t last but tough companies do. And tough companies sometime do even better in tough environment such as the present one. IDFC equity Opportunity Series 2 a closed-end…Continue Reading
“Time spent in the market more important than timing the market”
December 19, 2013Should investors look for more clarity to emerge from elections before deciding to invest? While this may be an emotional factor, for equity investors, inflation, interest rates and expectation of earnings…Continue Reading
“Short-term debt funds well suited for retail investors”
December 13, 2013As markets eagerly await the RBI’s monetary policy review next week, Shobhit Mehrotra, Senior Fund Manager – Fixed Income and Head of Credit, HDFC AMC, is of the view that…Continue Reading
“The US growth story is developing to be longer and sustainable”
December 7, 2013PineBridge India – US Equity fund is the new open-ended equity fund on PineBridge India Mutual’s block. This fund will invest in PineBridge US Large Cap Research Enhanced Fund, the…Continue Reading
“Market not as stretched as it was in 2007-08”
December 4, 2013While many fund houses, in recent times, have been favouring ‘value’ strategy for investing in this market, Paul Parampreet, Fund Manager, Edelweiss AMC would rather adopt a GARP (Growth At…Continue Reading
“2-5 year debt maturity segment offers best risk-adjusted return”
June 7, 2013The fund industry has perhaps over-complicated its fixed income products – so much so that few retail investors understand the offerings any longer, admits Rahul Goswami, CIO Fixed Income, ICICI…Continue Reading