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investment strategy 2024: Harsha Upadhyaya on investment strategy for 2024 & where to invest in largecaps

“Inflation is definitely under control. We have seen quite a bit of moderation in the last few quarters and even going ahead, barring some uneven food inflation numbers that may come up temporarily, overall inflation trajectory seems to be well in control. Crude has fallen from $95 to about $75 a barrel. Inflation is unlikely to become a spoilsport in the very short term.”

nifty: Smallcaps are boldly going where no man has gone before! Hope Nifty catches up: Nilesh Shah

“A combination of all the steps taken by RBI will ensure that India s banking and financial services continue to stay ahead of the curve on digitisation. It will lower the intermediation cost, it will increase the coverage, and at the same time mis-selling will be reduced. So as a prudent regulator, as the governor says, RBI will act proactively rather than after the event.”

nilesh shah: Gold will always be available at the price of gold FIIs must not expect India to trade at price of copper: Nilesh Shah

“The only worry for the Indian market is that there is a segment of market, especially in stocks where floating stock is limited and is controlled by few investors. In those stocks, valuations have risen way above average. My feeling is that there will be divestment in the next term and that supply will ensure that there is more floating stock in the market.”

Investing insights from a manager whose assets grew from Rs 113 crore to Rs 36,000 crore

Pankaj Tibrewal, senior executive vice-president and fund manager at Kotak AMC, leaves the company after a 14-year successful stint today to start his own fund

Lasting financial success not fleeting moments of greatness, Pankaj Tibrewal on his investment mantra

Lasting financial success not fleeting moments of greatness, Pankaj Tibrewal on his investment mantra
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