pankaj murarka

“For someone like us who is a permabull on India, these are great times to go out and buy good businesses – be it largecaps, midcaps, smallcaps and own them for a two to three-year time…

Given the significant impetus the government has given to ‘Make in India’ through measures like production-linked incentive schemes and corporate tax cuts, continued capital investment…

"I remain very positive or bullish on some of these internet names because their underlying businesses are going very strongly," says Pankaj Murarka, CIO, Renaissance Investment Managers.…

My underlying belief is the standout performance that we have witnessed of Indian equity markets this year is not a one off thing. I think it is the beginning of a trend where India will…

As far as IT spends are concerned, they are no longer discretionary and for most of these large companies, IT has become the core part of their growth engine. Companies realise they need to…

“Our approach to portfolio at this point of time is very pro-cyclical because we think there is cyclical recovery in the domestic economy. We like autos because autos are coming out of a…

“Despite this tax, I still think ’s refining margins and profitability on the refining and the oil business will be significantly higher than what we witnessed last year,” Pankaj Murarka,…

“There could be some delay of a few quarters here and there but beyond that, I do see a risk to the investment cycle this time around,” says Pankaj Murarka, CIO, Renaissance Investment…

"High teens returns from Indian equities is a very reasonable expectation going forward as well," says Pankaj Murarka, Founder, Renaissance Investment Managers. How would you rate the market…

Pankaj Murarka, Founder, Renaissance Investment Managers, will be picking up internet companies and capital goods companies as the market continues to correct. It is the biggest correction…