SEARCHED FOR:MANISHI RAYCHAUDHURI
Play contra on the real estate theme via HFCs: Manishi Raychaudhuri
India offers a greater degree of spread to the global and regional investors which many other Asian peers do not really offer.
For a winning portfolio in medium term, don't overlook quality laggards: Manishi Raychaudhuri
'For those who have to stay invested, we are re...
Private retail banks, insurance among 4 sectors we are betting on in India: BNP Paribas
IT and telecom stocks as well as consumer staples are...
Insurance one of our favourite picks, avoid NBFCs: Manishi Raychaudhuri
The asset quality of insurance companies is significantly better than in larger NBFCs, says MD & Head of Indian Equity, BNP Paribas. Insuran...
After 30% correction, Indian market already fairly valued: Manishi Raychaudhuri
One should focus on capital preservation, says the Asia Pacific Equity Strategist, BNP Paribas.
BNP Paribas' Manishi Raychaudhuri on where to look for midcap compounders
I do not think any prudent investor should completely ignore valuations but at the same time, we are living in a period where high quality comes with relatively expensive valuations, says Manishi Raychaudhuri, Head of Equity Research, Asia-Pacific, BNP Paribas in an interview with ETNOW.
Oil price collapse to dry up sovereign fund flows, says Manishi Raychaudhuri
FIIs will return only after visible control of Covid-19, says MD, BNP Paribas.
Quality does not come cheap but avoid egregiously expensive stocks: Manishi Raychaudhuri, BNP Paribas
We are avoiding the metals and minings sector right now and are unlikely to get interested any time soon, says Manishi Raychaudhuri, Head of...
Manishi Raychaudhuri on why BNP Paribas is overweight India despite a slowing economy
There is a pretty wide universe of companies which generate excess returns routinely.
Why it may be risky to call 2020 a year of midcaps?
Dalal Street veteran Manishi Raychaudhuri says more than the headline numbers, market will be watching contours of the Union Budget 2020. Li...
Private banks, insurance, energy & utilities top picks: Manishi Raychaudhuri, BNP Paribas
We could possibly see a bit of a recovery in the January-March quarter, purely on a low base.
Across-the-board earnings recovery not before 2-3 quarters: Manishi Raychaudhuri, BNP Paribas
We are in an extended slowdown phase which would recover at some point of time.
We are betting on three themes in India in 2019: Manishi Raychaudhuri, BNP Paribas
In 2019, EMs including Asia markets should outperform developed markets: Raychaudhuri.
In run up to elections, volatility is likely to continue: Manishi Raychaudhuri
In run up to elections, volatility is likely to continue. See possibility of things stabilizing H2 onwards, depending on new Govt policies, ...
Market out of harm's way as long as next govt is not a mishmash of parties: Manishi Raychaudhuri, BNP Paribas
"We could be on the cusp of a private capex revival over next two to three years."