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HARSHA UPADHYAY
Overweight on domestic businesses; modest earnings growth pickup likely in H2: Harsha UpadhyayaHarsha Upadhyaya of Kotak AMC anticipates market consolidation due to a lack of significant triggers, but expects a modest earnings growth ...- Arvind Kejriwal begins protest march towards BJP headquarters; Section 144 imposed on DDU MargDelhi Chief Minister Arvind Kejriwal led a protest march against the Bharatiya Janata Party (BJP) along with other Aam Aadmi Party (AAP) le...
- India regulator asks small, mid-cap funds to disclose more about risks"Investment committees were always aware of liquidity challenges but investors were not. Once this information is available to them, they c...
- Don't chase contra plays; bet on stocks with earnings stability, says Harsha UpadhyayaThe expert noted that there had been margin pressure in the last two quarters, especially in the midcap and smallcap pockets, even as earni...
- What stock market investors can expect from Q4 basis corporate earnings performance in Q3 of FY21-22There is some demand slowdown after the festive season and due to this, the fourth quarter numbers also may not be that great. The fall in ...
- Countdown on for India tycoons as debt dagger hangs over stocksNot everybody is going to come out of this alive, according to one of the analysts.
- Top sectors Harsha Upadhyaya of Kotak AMC is bullish on going into 2019'We expect the markets would remain at best sideways or may even go lower.'
- Harsha Upadhyaya's stock picks: 2019 will not just be about consumption, but infra tooIn the very short term usually liquidity and sentiments drive markets, says Upadhyay.
- Many IT stocks down up to 30%, be selective while picking themAt last count, IT stocks were underowned by 17 out of top 20 mutual funds in the country, a report by brokerage firm Motilal Oswal Securiti...
- Budget 2016: Many emotions on Dalal Street, but FIIs not impressedInvestors were relieved that govt refrained from tightening long-term capital gains tax norms, but were disappointed with amount set aside ...
- Markets tumble as Greece woes resurfaceTraders expect global market volatility to increase over the coming days till discussions over Greece debt payment are sorted out.
- Sensex ends 414 points up, Nifty above 8350; will rally continue?The 30-share index closed at 27730.21, up 414 points or 1.52 per cent. It touched a high of 27,782.31 and a low of 27,417.03 in trade today.
- Large caps offer better risk-reward profile: Harsha Upadhyay, Kotak AMCWe continue to believe that even in this sluggish economy, are sub-segments of auto sector are showing reasonable volume growth.
- Expect equities to give good returns over next 3-4 years: Harsha Upadhyay, Kotak AMC"We believe this is a time to actually increase equity allocation, not just from a fund’s perspective but also from an investor's perspecti...
- Market will focus on government formation & policies going ahead: Harsha Upadhyay, Kotak AMCThere is unlikely to be re-rating in markets from here on, markets can give you returns in line with earnings growth where we expect some m...
- Expect bounce back in banks, pullback in IT names in near term: Harsha Upadhyay, Kotak AMCFor the very short term, a bounce back is expected in the banking sector and some kind of a pullback in IT sector. Unless there is stabilit...
- Time may be ripe to buy battered telecom stocks: Fund managersFund managers are turning to battered telecom stocks in hope that the bottom for the sector may have been reached, & turnaround is in sight.
- See earnings growth to be in single digits in FY14: Harsha Upadhyay, Kotak AMCIn an interview with ET Now, Harsha Upadhyay, Head Equities, Kotak AMC, talks about the market and some sectors. Excerpts:
- Slowing growth, soft inflation call for RBI cutting rates: Harsha Upadhyay, Kotak AMC"Apart from the RBI action, we do not see too many events on the horizon. It will largely be driven by global events and developments."
- Mutual Funds increase investment in financial services, automobiles and construction companiesAMCs deployed 22.5% of their total corpus in financial services cos. This is the highest percentage investment made by the industry in this...
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