Kenneth Andrade highlights pharmaceuticals, aviation, and IT services as promising sectors. He advises staying patient, building a long-ter...

Kenneth Andrade, of Old Bridge Capital Management, emphasizes market breadth narrowing to specific stocks and commodity favoritism. He disc...

Kenneth Andrade anticipates significant growth in the power market, emphasizing massive investments in energy capex equivalent to India's G...

Kenneth Andrade of Old Bridge Mutual Fund advises caution in the financial year, emphasizing efficient cash deployment, managing expectatio...

India 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...

It was too early to expect earnings to pick up. Whatever this government has done is left on implementation, but corporates have to follow ...

The 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...

"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."

"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...

'We have got fertiliser companies, we have got seed companies, we have got agrochemical companies and we hold the largest companies in that...

The entire investor focus has been on trying to catch up with those companies or stocks which have been mispriced in the entire system.

If 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...

Kenneth Andrade, CIO, IDFC Mutual Fund, shares his views on the bullish stocks under their portfolio.

Kenneth Andrade, CIO, IDFC Mutual Fund, shares his views on energy sector.

'The key moot point of the argument here is that corporate profitability would not show a dramatic improvement over the next year or two,' ...

'It is going to be factors other than business fundamentals that will drive the markets for the remainder of this year,' says Kenneth Andra...

Kenneth 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...