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HARSHA UPADHYAYA STOCKS
'Not a great environment for Indian market': Harsha Upadhyaya on Iran-US tensions, IT outlook, pharma bet, and where to be cautiousGlobal challenges are impacting Indian stocks. West Asian tensions and rising US inflation create headwinds. Tech sector shifts also affect...- Earnings stay resilient, but Q1 FY27 could test markets: Harsha UpadhyayaIndian equities showed resilience in Q4 FY26, but Q1 FY27 earnings may disappoint due to geopolitical tensions and energy disruptions. Kota...
- Indian fund outperforming 98% of peers bets on defense stocksA $3 billion fund at Kotak Mahindra Asset Management Co. is backing Indian defense stocks, wagering that geopolitical tensions will boost l...
- Lazy in largecaps, choosy in midcaps, and avoid the smallcaps? Here’s what Harsha Upadhyaya has to sayHarsha Upadhyaya, CIO-Equity of Kotak AMC, highlights the overvaluation in Indian markets, especially in mid and smallcaps. He suggests bei...
- Moderate expectations, markets to consolidate in H1 of Samvat 2081; invest in gold & silver too: Harsha UpadhyayaHarsha Upadhyaya of Kotak AMC recommends prioritizing largecaps and long-term compounding investments over midcaps or smallcaps. With past ...
- Liquidity will keep investors buying every dip; 2 themes to anchor portfolios in a few years: Harsha UpadhyayaKotak AMC's Harsha Upadhyaya emphasized the emerging significance of electric vehicles and artificial intelligence for future market themes...
- ETMarkets Fund Manager Talk: Mid, smallcap cos to deliver 7-9% higher earnings growth than Nifty: Harsha Upadhyaya, Kotak Mahindra AMCHarsha Upadhyaya predicts that mid and smallcap baskets are going to outperform the Nifty with 7-9% higher earnings growth. Strong SIPs sig...
- Markets have given good returns after every correction, says Harsha UpadhyayaMutual fund managers and advisors believe that small and mid cap categories are poised to take off now.
- 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.
- Positive on manufacturing industry this earnings season: Harsha Upadhyaya, Kotak AMCIn a chat with ET now, Harsha Upadhyaya, CIO - Equities, Kotak AMC, says IT spends may get back ended this year.
- Going forward, metals will be the problem sector: Harsha Upadhyaya, Kotak AMCGlobal and Indian demand need to be revived for steel stocks to do well.
- Global market selling may intensify if currency war extends further: Harsha UpadhyayaIf the currency war continues to gather momentum, we fear that the panic could spread to global stock markets, says Upadhyaya.
- Equity correction to create opportunity for value picking: Harsha Upadhyaya, Kotak AMCThe market is likely to remain rangebound in the very short term, but since valuations have corrected, there will be downside support, says...
- Hello Samvat 2072: Kotak MF bets on consumption, cementWe believe returns on gold could be muted going forward. Equity returns can handsomely beat gold returns over next one year.
- For first time, retail investors buying when FIIs are selling: Harsha UpadhyayaInvestors still look at equities for short-term thrills rather than long-term sustainable wealth creation, says Upadhyaya.
- India will outdo most EMs once global equity turmoil is under control: Harsha Upadhyaya, Kotak AMC"However, in the immediate short term, we cannot remain insulated from any of the things that are happening in global markets."
- Markets to hit new highs in H2FY16, but big moves unlikely in short term: Harsha Upadhyaya, Kotak AMCWe believe that in the very short term, there are no real triggers for the market to really make big moves, says Kotak AMC.
- Short-term corrections a great opportunity for raising equity allocation: Harsha Upadhyaya, Kotak AMC"The markets will not likely keep up gains too much in the next few weeks or months. The short-term correction will only boost markets goin...
- Time to shift investments from other asset classes to equity: Harsha Upadhyaya, Kotak Mutual FundMore than just the GDP growth, equity returns were more linked with corporate profitability and the valuations, says Harsha Upadhyaya.
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