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After three decades in market : Kotak AMC s Nilesh Shah reacts to repeated KYC demands

How many times KYC needs to be done? Clearly our KRA agencies / Registrar can do a better job, Shah said on X platform

Nilesh Shah: Can India catch up with China s weight in MSCI index over next 5-6 years? Nilesh Shah explains

Nilesh Shah of Kotak AMC emphasizes the importance of maintaining superior growth, governance, and green initiatives for India s financial markets to outperform the economic market. Engaging with regulatory authorities has increased India s weightage in the MSCI Index, narrowing the gap with China. While India jas moved from 8% to 18% in six years, China, instead of going from 30% plus to 50% plus, is now 25%.

manufacturing space: Very bullish on manufacturing space; expect revival in consumption stocks: Devendra Singhal

Devendra Singhal, Equity Fund Manager at Kotak AMC, is bullish on the manufacturing sector and expects a revival in overall consumption levels. He discusses the impact of liquidity, market correction, commodities, consumer sector, and utilities on the Indian market.

nilesh shah: What does lower interest rates and lower inflation mean for market valuations right now? Nilesh Shah explains

Nilesh Shah explains: "Lower interest rates in India are unlikely to benefit India Inc. due to low leverage, but they do help on the valuation side, leading to higher equity market valuation. Concerns remain about India s premium valuation, but if local interest rates decrease, valuations will be re-rated, potentially pushing rating agencies to upgrade India s rating."

Nilesh Shah: Fiscal impulse should result in higher consumption in rural, mass market and bottom of the pyramid: Nilesh Shah, Kotak AMC

The commentary on the budget has had a more positive impact on the bond market compared to the stock market. The unexpected drop in yields has cheered the bond market. The fiscal deficit number of 5.1% has exceeded the debt market s expectations. The lower net borrowing program and the possibility of rate cuts in the second half of CY24 have given confidence to the market. The capital expenditure target for this year has been revised down to 950,000 crore, but there is still a 17% increase compared to last year.

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