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AMAN CHOWHAN
Know Your Fund Manager | Aman Chowhan – Senior Fund Manager – Research & Investment at Abakkus Investment ManagersHailing from Raipur and having spent formative years in Mumbai, this finance enthusiast embarked on a journey in equity markets after earni...
FMCG’s FII nightmare! $5.2 billion selloff in 12 straight months. Are stocks set for a rebound?Over the past year, foreign investors have unloaded $5.2 billion worth of FMCG stocks, largely due to the challenges stemming from inflated...
NBFCs and private banks better positioned than PSU banks: Aman ChowhanAman Chowhan of Abakkus Asset Manager highlights crude oil as the dominant macro risk, potentially impacting corporate earnings by 100-200 ...
Attractive valuations emerging, but oil prices hold the key: Aman ChowhanIndian equities are experiencing a sharp correction due to geopolitical tensions, with valuations becoming attractive. However, elevated oi...
Q4 earnings, Budget and trade deals seen as key market triggers: Aman ChowhanIndian markets are waiting for a boost as recent earnings met expectations but did not attract foreign investors. The upcoming March quarte...
Outlook 2026: Markets set for revival after time correction, says Abakkus Asset’s Aman ChowhanIndian equity markets are unlikely to stay flat in 2026 after a year-long breather, says Abakkus Asset’s Aman Chowhan. He expects a revival...
Aman Chowhan weighs investor opportunities in realty, chemicals and auto sectorsThe Indian real estate sector is at an inflection point with low debt and potential peak, while sales velocity is key for company valuation...
Indian equities showing resilience amid global uncertainty: Aman ChowhanIndian equity markets show resilience despite global trends, with strategist Aman Chowhan highlighting US market influence as the primary e...
Market not ready for escalation in Iran-Israel conflict; US focus on West Asia may delay tariff deadline: Aman ChowhanAbakkus Asset suggests caution due to market uncertainty. The July 9th tariff deadline and Middle East tensions are key factors. Markets ma...
Avoid the Noise, stay domestic: Aman Chowhan bets on cement, engineering and financialsAmidst global trade uncertainties and potential market volatility stemming from bond yields and currency fluctuations, Abakkus Asset Manage...
Volatility is Here to Stay! There could be another 5-10% correction before recovery begins: ExpertsInvestors should prepare for ongoing market volatility, balancing portfolios between large caps for stability and midcaps for growth. Banki...
Focus on midcaps for alpha generation amidst market uncertainty: Aman ChowhanSo, it is predominantly retail that has been selling and that is where the maximum interest was and that is the reason we have seen a sharp...
Indian market to blindly follow global trend for a month or more; 5 sectors to bet on: Aman ChowhanMarket volatility is linked to news flow and global trends. Aman Chowhan, a fund manager, sees opportunity in large private banks, metals, ...
Should you deploy fresh money and ideas with Sensex@80K? Aman Chowhan answersA clear avoid now will be companies with too much hype and euphoria, and maybe some segments within the different spaces where valuations h...
Aman Chowhan says market volatility due to profit booking; continues to like private banksAman Chowhan of continues to like private banks and has added non-fund-based financials like wealth management companies to the portfolio. ...
Metals can be tactical trade for next few months: Aman ChowhanDo not jump in right away but there will be an appropriate time to look at the chemical sector also. So, both these sectors right now are b...
Here's why Aman Chowhan is bullish on the financial spaceThat is also trading at decent valuations and that is something where I think the investor interest will soon come in.
4 sectors Aman Chowhan is bullish on for 2023It is not that we are fully invested. At the same time, it is not that when the market is down all sectors will be down and vice versa. The...
EPC, capital goods top sectoral picks for the next 12 months: Aman ChowhanMarkets will continue to feel that we are closer to the peak of the interest rate hike cycle both globally as well as in India and that is ...
Aman Chowhan is bullish on midcap banks. Here’s why“Incremental buying now is getting more towards midcaps because of the valuations. The large banks are all trading north of two-two and a h...