March 19, 2018
In an interview with ET Now, Harsha Upadhyaya, CIO-Equity, Kotak AMC, says infrastructure and rural economy are two 2 big themes for investment in 2018.Edited excerpts: Just dissecting what transpired in the market after the Gujarat election verdict yesterday. There is caution on the street that maybe the government is going to sing a more…
March 19, 2018
In a chat with ET Now, Pashupati Advani, pashupatiadvani@globalforay, says this is going to be the year of the big rather than the small simply because the small are going to have difficulties sort of stepping up.Edited excerpts: What a Christmas, what a New Year!!!What a great year 2017 has been for everyone! But there…
March 19, 2018
In an interview with ET Now, Mahesh Nandurkar, India Strategist, CLSA, says betting on real estate and its allied sectors and corporate-oriented banks in 2018.Edited excerpts: What can we really expect in the more near term right now? When it comes to the economic as well as political landscape, what is going to take centre…
March 19, 2018
There is an uncanny similarity between the stock market and the real estate market today. Though the overall equity market is looking weak, there are several stocks worth investing right now. Similarly, though the broader real estate market is flat, action is happening at the micro level. There are several pockets across metros and large…