Kotak AMC's Harsha Upadhyaya suggests a stock-specific, bottom-up approach, favoring large-caps due to valuation. While positive on financi...

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

Kotak AMC's CIO, Harsha Upadhyaya, anticipates modest earnings growth in FY25, particularly in the second half. Market volatility is expect...

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...

Harsha Upadhyaya, CIO-Equity at Kotak AMC, believes that while it is difficult to find value buys in the current market, there are sectors ...

The notice cum addendum also stated that the fund house has recently appointed Atul Bhole, Rohit Tandon, and Mandar Pawar as key personnel ...

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

“We continue to remain underweight on IT, pharma and some of the other export businesses”

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...

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.

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