yearender 2022 | market outlook 2023

“I have been talking about and for a very long period of time. We continue to be bullish on that. I revisit these themes and try and visit the stores once every two, three months. The kind…

“I do not think Kotak and have that kind of bang right now to have a breakout in terms of medium term charts. I think the focus has shifted or the patterns have shifted more to private…

“The only thing that will distinguish a bad bank from a good bank is the ability to put up credit and therefore it means being able to get liabilities cheap. So at this stage I would focus…

The trajectory of the US Fed funds rate, reopening of China and the changing energy mix are the three themes that will dominate investor minds in 2022, says Neelkanth Mishra, India Equity…

“People are looking at value for money. But people are also going in for premium brands. There is a premiumisation effect that is taking place in the economy as a result of greater exposure,…

Tech Mahindra, SRF and are the three must-haves in a portfolio now. could be giving the opportunity maybe this year and next year. They have guided on the upside. It would be my top pick.…

Investec Capital ServicesWhat is your hypothesis of the market because it appears that the opinion is equally split; some part of the market is saying markets are very expensive, others are…