General insurance faces volume and pricing headwinds: Rajesh BhatiaRajesh Bhatia of ITI MF anticipates accelerated growth in life insurance. Regulatory concerns are easing. Companies are poised to capture m...
Financials at new highs, but expect profit consolidation this year: Rajesh BhatiaEven margins are high. So, for earnings to kind of move ahead from here on you require topline growth; translation, you require GDP growth ...
Defence a good bet over the medium term; avoid auto for now: Rajesh BhatiaRajesh Bhatia, CIO at ITI Mutual Fund, suggests that the market will be stock-specific rather than trending. He recommends focusing on sect...
Avoid panic; India’s long-term story still strong despite market dip: Rajesh BhatiaMost risks are known to the market. But then eventually the market kind of reacts. So, it is very normal and what has happened to the India...
Bull market to persist amid macroeconomic pressures: Rajesh BhatiaThere may be some temporary challenges, as I point out, thanks to the macroeconomic variables which may change, the rupee is already under ...
Trump 2.0 could alter FII flows and market dynamics: Rajesh BhatiaIT, you can see across the board, the sector is witnessing new highs. Private banks, at least select private banks are touching new highs. ...
ETMarkets Smart Talk: Stock Picker's Paradise! Rajesh Bhatia on identifying opportunities in record-high marketsSeptember 2024 has already seen Nifty falling by 1.19% (till 9th Sep’24) tracking weak macro data from the US, deepening China-U.S. trade d...
Should you be booking profit in capital market plays? This is what Rajesh Bhatia has to sayRajesh Bhatia, CIO of ITI MF, addressed the future growth and current valuations in sectors like defence, railways, domestic pharma, and el...
Stay invested! There's more value in largecaps but growth story is panning out in mid & smallcaps: Rajesh BhatiaRajesh Bhatia, CIO of ITI MF, discussed the current market uptrend, emphasizing the strength of India's structural bull market. He highligh...
India is in a bull market; stay invested: Rajesh BhatiaBut as far as the Indian markets are concerned, it is an extremely strong market, minus the fact that the US could be going into a slowdown...
FPIs bought shares worth Rs 1.1 lakh crore in 3 sectors in FY24. Check out the lucky ones in FY25In FY24, FPIs invested heavily in capital goods, consumer services, and automobiles in India. Sectors like telecom, healthcare, and financi...
This is a bull market with legs, we are not in a bubble; stay invested: Rajesh BhatiaRajesh Bhatia advises caution in the bull market, emphasizing India's growth potential and the positive market color. He discusses the impa...
RBI MPC Policy: Mutual fund managers decode RBI rate pause for investorsReserve Bank of India in its bi-monthly monetary policy review again decided to keep the policy rate unchanged at 6.50%.
Smallcap funds deliver just 1% returns in March quarter, Quant gives 8%Smallcap schemes benchmarked against Nifty Smallcap 250 - TRI, S&P BSE 250 Small Cap - TRI, Nifty Smallcap 100 - TRI. These benchmarks gave...
ETMarkets Smart Talk: 2024 outlook! Flexicap and largecap funds offer a balanced approach in current scenario: Rajesh Bhatia"While the debate is around whether we are at the late stages of a valuation cycle and investor optimism, it is equally important to know t...
World of mutual funds: Can the latest entrants change the game?Many in the Indian asset management industry predicted Mirae would shut shop soon after. The Koreans did shut its swanky offices, including...
ITI AMC launches ITI Multi Cap FundThe scheme will be managed by George Heber Joseph and Pradeep Gokhale.