kotak mahindra asset management

"Overall, we have been somewhat underweight in terms of allocation on the sector. However, between ferrous and nonferrous, structurally given the demand and supply momentum and dynamics, our…

“For a lot of companies which have taken price hikes, margins should start bottoming out in this quarter and we should possibly start seeing margin improvement go through for the auto sector…

“Given the kind of underperformance that we have seen in the sector, it is possible that there is a brief up move but the uncertainty about the macro environment and revenue growth will be…

“The first quarter of FY23 will be a key to watch out for in terms of earnings estimates for the year, where some of the margin headwinds will play through,” says Shibani Sircar Kurian,…

FY23 will be a year of bottom up stock picking. This year, in terms of navigating the market unlike the last two years where we saw market movement being largely broad-based, is going to be…

"Structurally, insurance is a place where the under penetration story, though often repeated, is a fact, especially in health insurance. India in terms of insurance penetration lags rest of…

Over the last few quarters, we have seen a spate of earnings upgrades and these earnings upgrades have resulted in multiple rerating for the market as well. Therefore earnings have become…