Harsha Upadhyaya, CIO-Equity of Kotak AMC, highlights the overvaluation in Indian markets, especially in mid and smallcaps. He suggests bei...

Harsha Upadhyaya of Kotak AMC recommends prioritizing largecaps and long-term compounding investments over midcaps or smallcaps. With past ...

Kotak AMC's Harsha Upadhyaya emphasized the emerging significance of electric vehicles and artificial intelligence for future market themes...

Harsha Upadhyaya predicts that mid and smallcap baskets are going to outperform the Nifty with 7-9% higher earnings growth. Strong SIPs sig...

Mutual fund managers and advisors believe that small and mid cap categories are poised to take off now.

'We expect the markets would remain at best sideways or may even go lower.'

In the very short term usually liquidity and sentiments drive markets, says Upadhyay.

In a chat with ET now, Harsha Upadhyaya, CIO - Equities, Kotak AMC, says IT spends may get back ended this year.

Global and Indian demand need to be revived for steel stocks to do well.

If the currency war continues to gather momentum, we fear that the panic could spread to global stock markets, says Upadhyaya.

The market is likely to remain rangebound in the very short term, but since valuations have corrected, there will be downside support, says...

We believe returns on gold could be muted going forward. Equity returns can handsomely beat gold returns over next one year.

Investors still look at equities for short-term thrills rather than long-term sustainable wealth creation, says Upadhyaya.

"However, in the immediate short term, we cannot remain insulated from any of the things that are happening in global markets."

We believe that in the very short term, there are no real triggers for the market to really make big moves, says 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...

More than just the GDP growth, equity returns were more linked with corporate profitability and the valuations, says Harsha Upadhyaya.