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MEDHA SAMANT
Did market overrate GST Bill? Here’s why there’re no big bang gains on StreetThe bill indeed is the biggest tax reform in India since Independence, yet, it is not a magic wand that would change the shape of the econo...
Indian market poised for a rerating and a consumer led recovery: Medha Samant, Fidelity InternationalThere are several pockets that are still looking quite attractive and we are focused on companies with quality growth models and which are ...
Remain long on Asian markets including India: Medha Samant, Fidelity InternationalWe remain quite confident about the prospects for Asia, so we remain invested in our portfolio.
Be selective and opt for bottom fishing irrespective of market: Medha Samant, Fidelity InternationalLower oil prices just mean that it is positive for certain economies in Asia, especially those, which are oil importers
Investors flock to safe havens as markets back into risk-off mode: Medha SamantMultiple factors are putting markets back into risk-off mode; Investors are looking towards safety, says Samant.
India can gain from China's pain, but it's over-owned: Medha Samant, FidelityMedha Samant of Fidelity Worldwide Investment says despite China's troubles one cannot ignore the fact that India is the most over-owned tr...
Bank Nifty surges as monsoon raises rate cut hopesBank shares are the top performers in trade today and are leading market rally on hopes of rates cut as monsoon gathers pace.
Looking at private banks, healthcares, consumer cos from 12-18 months' view: Medha Samant, Fidelity Worldwide InvestmentWe are long-term investors. So, short-term volatility in markets is not something that we would react to on an overnight basis.
Acche Din? Almost 7 out of top 10 midcap stocks have doubled in last one yearMidcap stocks have hogged the limelight on pro-growth reforms by Modi government, cheap valuations and falling commodity prices.
See more opportunities in mid caps than in large caps in this market: Medha Samant, Fidelity Worldwide Investment"In midcaps, earnings growth is still very high and ownership levels low. So we see an opportunity there. We like some of the cement and he...
Time for big and easy money over; pick stocks carefully: Medha Samant, Fidelity Worldwide InvestmentIt is a very interesting time for India right now. We have definitely seen that easy part of the rally got over in 2014, says Medha Samant.
India stands out as investment destination in medium term: Medha Samant, Fidelity Worldwide InvestmentIf ECB comes out with its bond buying programme, it may add more liquidity and any additional liquidity is usually positive for the EMs.
GST, land acquisition bill will help kick-start private investment cycle: Medha SamantA lot of that has got to do with the reform process that was kick-started this year. Investors are now waiting to see what the government c...
Funds flowing back to markets like India where the leadership is pursuing reforms: Medha SamantYou could expect some short-term volatility in the run up to that. So, active investors should be watching the data carefully.
Backtracking on reforms will hurt sentiment: Medha Samant, Fidelity Worldwide Investment"Now, it is about making sure that you translate this rising confidence into incremental on-the-ground improvement that can revive economic...
Indian markets have momentum, outperforming peers: Medha Samant, Fidelity Worldwide Investment'We remain positive and excited about having a more pro-business and proactive government at the helm, with a clear agenda aimed at driving...
- Benefits of reforms will take time to pan out: Medha Samant, Fidelity Worldwide
Due to recent reform burst by the government markets are looking quite interesting now, says Medha Samant, Fidelity Worldwide.