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Daily Voice: This fund manager sees strong earnings growth of 13-15% in FY25/FY26

Cyclicals are driving earnings growth, and Axis Securities continues to be positive on the capex cycle for the medium term, says fund manager Neeraj Gaurh.

Shanghai
China
Chinese
Jerome-powell
Neeraj-gaurh
Infosys
Federal-reserve
Kotak-mahindra-bank
Fund-manager
Axis-securities
Shanghai-composite-index
Chinese-politburo

Sebi eases KYC compliance norms for MF investors

Sebi eases KYC compliance norms for MF investors
financialexpress.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financialexpress.com Daily Mail and Mail on Sunday newspapers.

Neeraj-gaurh
Realty-boom-in-non
Exchange-board-of-india-sebi
Zerodha-fund-house
Exchange-board
Axis-securities
Estate-boom
Realty-boom
Officially-valid-documents

PSU bank stocks at all-time high as quality banks face setbacks. Can the rally continue?

Compared to historical averages, PSU banks are beginning to look expensive. Traditionally, PSU books used to quote at less than one time (stock) price to book value. Most of them are now quoting at more than one time the book value.

India
Canara
Karnataka
Prasanna-bidkar
Vikas-gupta
Madhusudan-kela
Neeraj-gaurh
Canara-bank
Kotak-mahindra-bank
Emerging-markets-bond-index
Psu-banks
Nifty

Grasim's entry sparks caution but fund managers still favour Asian Paints

Grasim's entry sparks caution but fund managers still favour Asian Paints
livemint.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from livemint.com Daily Mail and Mail on Sunday newspapers.

Chennai
Tamil-nadu
India
Saurabh-mukherjea
Neeraj-gaurh
Kumar-mangalam-birla
Abhilash-pagaria
Aditya-birla-group
Nuvama-alternative-quantitative-research
Even-motilal-oswal-financial-services
Birla-opus
Asian-paints

Daily Voice: This fund manager suggests caution before polls, sees better value in large-cap stocks

2024 is the election year in which about half of the global population will be voting across Russia, India, Indonesia, Iran, the EU, the UK, the US, etc, says Neeraj Gaurh.

Russia
United-kingdom
Iran
Indonesia
India
Neeraj-gaurh
Ramesh-damani
Axis-securities

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