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KENNETH ANDRADE
Do not look for growth, build a portfolio for a market that is not growing: Kenneth AndradeKenneth Andrade of Old Bridge Capital Management suggests that the global economy is heading towards stagflation, with the US facing tariff...- Contra view: Kenneth Andrade says exporters offer better opportunities than domestic-facing companiesKenneth Andrade suggests that despite global economic slowdown, strategic investments in companies expanding globally can yield growth, par...
- Change in LTCG or STCG won’t move the needle for market: Kenneth AndradeKenneth Andrade asserts that changes in long-term and short-term capital gains taxes won't significantly impact the market. He highlights t...
- 3 pockets could do significantly better than what markets are assuming in next 3 years: Kenneth AndradeKenneth Andrade highlights pharmaceuticals, aviation, and IT services as promising sectors. He advises staying patient, building a long-ter...
- Why Kenneth Andrade is going contra, avoiding defence and PSU stocksKenneth Andrade, of Old Bridge Capital Management, emphasizes market breadth narrowing to specific stocks and commodity favoritism. He disc...
- Kenneth Andrade on why he is avoiding banks & financials; betting on power, pharma stocksKenneth Andrade anticipates significant growth in the power market, emphasizing massive investments in energy capex equivalent to India's G...
- ETMarkets Smart Talk: Money will flow into companies which are redeploying cash with efficiency in FY25: Kenneth AndradeKenneth Andrade of Old Bridge Mutual Fund advises caution in the financial year, emphasizing efficient cash deployment, managing expectatio...
- Rural India and consumer business are huge pockets of opportunities: Kenneth Andrade, Market ExpertIndia is not in a full-blown bull market but as balance sheets of corporate India keeps getting cleared, the time is ripe to prepare for th...
- Equities might be around current levels next year; demand, purchasing power need to come back: Kenneth Andrade, IDFC MFIt was too early to expect earnings to pick up. Whatever this government has done is left on implementation, but corporates have to follow ...
- Expect H1 FY16 corporate earnings to be muted: Kenneth Andrade, IDFC Mutual FundThe budget has been quite consolidatory in that aspect of speaking and the focus has to get back on to how corporates do as far as earnings...
- 2015 likely to be a good year to put a portfolio to work: Kenneth Andrade, IDFC Mutual Fund"Financials have been the backbone of the market for an extremely long period of time. We need to see if a sectoral shift occurs in 2015."
- Right time to go for stock picking: Kenneth Andrade, IDFC Mutual Fund"The opportunities for companies out of India are extremely high. So it is a good time to go for stock picking and there is a lot of beta i...
- Bullish on seed, fertiliser stocks: Kenneth Andrade, IDFC Mutual Fund'We have got fertiliser companies, we have got seed companies, we have got agrochemical companies and we hold the largest companies in that...
- Time to revisit portfolio, extremely bullish on India growing pretty fast: Kenneth Andrade, IDFC Mutual FundThe entire investor focus has been on trying to catch up with those companies or stocks which have been mispriced in the entire system.
- Indian economy has hit its trough right now: Kenneth Andrade, IDFC Mutual FundIf you look at FII money going across the world, it is also chasing a lot of regime change, whether it is South Africa or whether it is Bra...
- Indian economy will not grow in the near term: Kenneth Andrade, IDFC Mutual FundKenneth Andrade, CIO, IDFC Mutual Fund, shares his views on the bullish stocks under their portfolio.
- Don't expect capital goods bouncing back: Kenneth Andrade, IDFC Mutual FundKenneth Andrade, CIO, IDFC Mutual Fund, shares his views on energy sector.
- Market is expected to trade in a range; time is ripe for creating portfolios: Kenneth Andrade, IDFC MF'The key moot point of the argument here is that corporate profitability would not show a dramatic improvement over the next year or two,' ...
- Expect market valuations to improve next year: Kenneth Andrade, IDFC Mutual Fund'It is going to be factors other than business fundamentals that will drive the markets for the remainder of this year,' says Kenneth Andra...
- The direction of the markets will depend on liquidity: Kenneth Andrade, CIO, IDFC Mutual FundKenneth Andrade of IDFC MF said fixed income has been a very rewarding asset for the last 3 months and some part of the equity market has c...
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