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HSBC AM INDIA
Technology and liquidity are reshaping India's investment landscape: Kailash KulkarniIndia's mutual fund sector is transforming. Technology and investor awareness of liquidity are key drivers. The pandemic highlighted the ea...- Indian bonds draw buyers on RBI measures, softer oilIndian government bonds saw renewed buying on Tuesday. Lower oil prices and Reserve Bank of India measures to attract dollar inflows improv...
- Rupee seen testing record lows; bonds to extend fall on Iran war jittersThe Indian rupee is poised to hit record lows as investors grapple with growth-inflation risks stemming from the Iran war. Rising Brent cru...
- India bonds fall before first FY27 debt sale as war keeps oil highIndian government bonds declined on the fiscal year's first trading day, with the 10-year yield nearing an eleventh consecutive rise. This ...
- Long-term investors can enter with diversified portfolios: Tushar PradhanClarity has to emerge on political side for a clearer economic reform agenda, says , HSBC Global AMC CIO
- Speciality Chemicals scalable and capital efficient in character: Dhiraj Sachdev, HSBC AM IndiaWe see it as an opportunity over the next 12 months though it is more secular over a period of time, scalable and capital efficient in char...
- Positive on banking space with improving economic outlook: Dhiraj Sachdev, HSBC AM IndiaWhile the private banks are already fancied by the market and are growing pretty well, even the state owned banks is trending down on the a...
- Bullish on Oil Marketing Companies: Dhiraj Sachdev, HSBC AM IndiaThere is positive on the marketing margins front and diesel side and as the numbers play out over the next couple of years the markets will...
- Infrastructure stocks dying for reforms: Dhiraj Sachdev, HSBC AM Indialots expected from infra as well, people are talking about the Land Acquisition Bill and a few other things which will probably ease busine...
- Reforms over last weekend allayed street concerns: Dhiraj Sachdev, HSBC AM IndiaMacroeconomy is much better than it was in the past. For example, slump in global commodity prices or diesel deregulation leading to diesel...
- PSU banks call for selective play at the moment: Dhiraj Sachdev, HSBC AM India"We are for having the PSU banks in the portfolio; but one has to be selective, and not very aggressive," says Dhiraj Sachdev.
- Festive season likely to trigger turnaround for auto stocks: Dhiraj Sachdev, HSBC AM India"There is an expectation of positive developments in the sector. We have already seen better car numbers on the volumes side."
- Markets may see corrections; but these will be short-term: Dhiraj Sachdev, HSBC AM India"There is expectation on the government about pursuing economic reforms and taking important policy decisions over time."
- Consumer names not among top investment bets at the moment: Dhiraj Sachdev, HSBC AM India"There are other segments in the market that are attractively priced relatively than consumer stocks," says Dhiraj Sachdev.
- Expect pharma's splendid performance to continue: Dhiraj Sachdev, HSBC AM India"Companies coming up with very good and decent numbers — provided they are sustainable in nature — are being rewarded by the market."
- Capital goods space has been encouraging: Dhiraj Sachdev, HSBC AM India"On the IIP side if you actually analyse the data, the negative part is on the consumer durables side, not as much on the capital goods sid...
- Positive on lot of engineering PSU companies: Dhiraj Sachdev, HSBC AM India"Many of them have been pretty efficiently run be it in the civil infrastructure space or on the oil and refining capital side of the space...
- Look out for what kind of road maps they give in the Budget: Sanjay Shah, HSBC AM IndiaThis year’s budget may not be that substantial a change from the earlier one. But we will have to see what they are planning to do in the n...
- Tyre stocks are capital efficient in nature: Dhiraj SachdevThe fact is that when you look at it, there still valuations are attractive compared to many of the auto ancillary businesses.
- Bet on IT and pharmaceutical companies: Dhiraj Sachdev"We have a mix of agrochemical companies because we believe they are attaining scale in terms of distribution network to the farmers and hi...
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