Big FII flow created a balloon in private banks, which is getting pricked, says MD, Sundaram MF.
Most of the top 200 listed stocks will see big market share gains, says the CIO, Equity Investments, Reliance MF.
Low interest rates only an enabling factor, may not make mkt fly, says UTI AMC's Head of Research.
The Head of financial services research at Macquarie is not worried about succession issue at HDFC Bank.
When panic spreads and you take action, then be ready for heavy lifting, says Kotak AMC MD
Better to invest in times of panic and not cash out, says CIO, Equity, Sundaram AMC
The ED and CIO of SBI Mutual Fund says Indian markets need a sharp rate cut, substantially higher liquidity -- even in the AAA space, even in the commercial paper space, even in the certificate of deposit space. RBI and the government need to think unconventionally and creatively how we support the markets -- can even defer the financial year itself from March 31 to something like April 30.
Things will start looking up over medium- to long-term basis and from an investment standpoint, it makes sense to look at this market a lot more constructively, says the CIO-Equities of Invesco Mutual Fund.
Spread investments out over next 2-3 months to average out the worst of market selloff.
Now that the markets have corrected by around 25% from near term peak, there is no point trying to sell, says Co-chief investment officer of Aditya Birla Sun Life AMC.
The apex bank did not offer any clues about future rate cuts. Shivani Bazaz of ETMutualFunds.com spoke to Mahendra Kumar Jajoo, head - fixed income, Mirae Asset, to find out about the future course of rates and the strategy for debt mutual fund investors.
My past experience is that at the bottom of the market forms at the peak of the crisis because that is where people become most pessimistic, says MD, Kotak AMC.
Critical not to keep the mind from thinking about market direction, says CIO-debt at Kotak MF.
The selloff in Indian blue chips is a panic reaction, which has been overdone, and the same does not correspond to the impact that Indian economy is likely to see, says the MD & CEO, Sundaram Mutual Fund
The current downturn happened when valuations were already attractive, says CIO, HDFC Mutual Fund.
The global trade is going to remain under pressure for some time because of the virus threat. As the pandemic has moved to Europe, the issue has become larger.
A bumper rabi crop will lift investor sentiments, says the CIO Equities, PGIM India MF.
At these valuations, we will make money over a three-year period, says the MD & CEO of ICICI Prudential AMC in an interview with Nikunj Dalmia.
Sunil Subramaniam, MD & CEO, Sundaram Mutual Fund, says post 2008 crisis, Sensex delivered 63% returns in one year and 23% in three years.
It is very difficult to make long-term investment decisions on the basis of some highly volatile price moves in the recent past, says head of fixed income of Axis MF.
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