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KASHYAP JAVERI
ETMarkets Smart Talk: Indian bonds to gain global standing after rating upgrade, says Kashyap JaveriEmkay Investment Managers' Kashyap Javeri believes India's sovereign rating upgrade and inclusion in global bond indices will attract signi...02 Sep, 2025, 10.32 AM IST- Emkay Investment Managers launches SMID Cap Growth Engine FundSmall- and mid-cap mutual funds now account for over 30% of total equity flows, up from just 5% a year ago, supported by strong FII and MF ...03 Jun, 2025, 02.50 PM IST
- Which sectors will lead the market comeback? Mayuresh Joshi weighs inMayuresh Joshi from William O’Neil India highlights a selective market recovery, with rural-focused sectors, hospitals, and certain banks l...04 Mar, 2025, 08.20 AM IST
- Calls India the best market, yet cuts exposure. What’s Christopher Wood seeing?Christopher Wood, of Jefferies, remains bullish on India's long-term growth despite recent tactical portfolio adjustments due to high valua...04 Mar, 2025, 08.18 AM IST
- Do PSU, defence stocks look attractive amid correction? Ashish Gupta breaks it downAshish Gupta of Axis Mutual Fund sees investment potential in defence and PSU sectors despite market corrections. He finds defence valuatio...04 Mar, 2025, 08.12 AM IST
- Jigar Mistry’s market pivot: Ditching capex, doubling down on BFSI, consumptionJigar Mistry has adjusted his portfolio by shifting from capex-heavy stocks to consumption and BFSI sectors, favoring large caps over small...04 Mar, 2025, 08.00 AM IST
- ETMarkets Smart Talk | Stock picking amid market chaos: How to avoid value traps during corrections, Kashyap Javeri decodesAs FII relentlessly sell Indian equities, the markets must spend increasing efforts on what are the tailwinds available now. For one, the r...03 Mar, 2025, 09.00 AM IST
- PSU stocks: Retail rebels rule as FIIs, MFs retreat in June quarterDuring the June quarter, retail investors increased their holdings in PSU stocks while mutual funds and FIIs reduced theirs. Stocks like Bh...05 Aug, 2024, 09.04 AM IST
- Racing Ahead! Nifty Auto hits record high, crosses 14,500 mark for first time"Auto is making new highs as volumes are improving every month, commodity inflation is behind, and production issues are getting resolved. ...05 Jun, 2023, 11.29 AM IST
- ETMarkets Smart Talk: Recall of Rs 2000 notes will boost liquidity into the banking system: Kashyap JaveriEach of the indices is making a new high for different reasons but one reason is common, strong household balance sheet and income growth f...05 Jun, 2023, 08.01 AM IST
- ETMarkets Fund Manager Talk: The rising tide in equities may not raise all the boats, according to this fund managerPost-COVID, rapid bounce in equity helped non-quality, high financial leverage or even deep cyclical companies to post robust returns, but ...15 May, 2023, 09.54 AM IST
- ETMarkets Fund Manager Talk: India may be expensive, but offers better EPS growth over FY23-25: Kashyap Javeri"The numbers for most relevant sectors have been great. For example, auto, BFSI and IT have seen better-than-expected numbers while metal s...03 Nov, 2022, 10.22 AM IST
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