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Top News In Fund Manager Talk Today - Breaking & Trending Today

PSU banks: ETMarkets Fund Manager Talk: PSU banks trading at 40-50% discount to pvt banks, can outperform: Hardick Bora of Union Mutual Fund

Hardick Bora discusses the state of the PSU banks versus the private banks, Nifty 50 Index, Fair Value Spectrum, small and midcap funds, and asset allocation strategy for moderate risk profiles. Bora says: "An election outcome with continuity of the current administration may strengthen the sentiments of local as well foreign investors." ....

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midcaps and smallcaps: ETMarkets Fund Manager Talk: Mid, smallcap cos to deliver 7-9% higher earnings growth than Nifty: Harsha Upadhyaya, Kotak Mahindra AMC

Harsha Upadhyaya predicts that mid and smallcap baskets are going to outperform the Nifty with 7-9% higher earnings growth. Strong SIPs signal market resilience. Positive outlook for FY25 earnings. Foreign investors expected to increase inflows. ....

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returns: ETMarkets Fund Manager Talk: Election outcome will drive returns for investors in FY25: Naveen KR, Windmill Capital

Naveen KR expects robust stock market performance in FY25 if election outcome aligns with public opinion. He is bullish on gold and PSU stocks, skeptical about market return moderation despite high valuations and strong earnings growth. He believes that the business fundamentals for mid and small cap companies are pretty strong. ....

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