emkay investment managers

“India has always been a story of two step forward, one step backward. For whatever reasons, something or other holds us back in terms of acceleration of growth. So that is the biggest…

Shares of have not given good returns in 2022, but they still remain a good long-term play in the consumer space for some fund managers such as Sachin Shah of Emkay Investment Managers. “We…

“We believe the outlook for the Indian economy is on a solid footing, particularly now that the runaway commodity inflation seems to have retraced quite significantly,” says Sachin Shah,…

“The worst of the inflation seems to be behind us and the last man standing was crude price. But even oil prices are probably going decisively below $100 now. Inflation was one of the very…

“RBI will definitely be cognisant of the global developments and inflation scenario and if not this time, we will at least talk about the necessary actions that they may have to take over…

To create multibaggers in one’s portfolio it is very critical to have one’s own strong conviction built on the business and company outlook. The reasons for having own convictions, are as…

We are very much focussed on businesses which are global facing, manufacturing and which have some economies of scale and where India has certain domain expertise -- be it pharma, IT…