Searched for
NILESH SHETTY
Cautious on valuations, bullish on insurance and IT: How Nilesh Shetty is positioning for the next 12 monthsA cautious Nilesh Shetty of Quantum Advisors warns of a possible earnings disappointment in the next three to six months, citing El Niño ri...- Selling at higher levels turns 23,800 into key barrier for Nifty: AnalystsBenchmark Nifty closed lower last week. Analysts anticipate continued range-bound trading for Nifty this week. Trading strategies suggest b...
- Tech View: Nifty upside seen at 24,500–24,600; support at 23,700Dalal Street's technical outlook improved with a market rebound, but US-Iran tensions introduce uncertainty. Analysts suggest buying Nifty ...
- Ahead of Market: 10 things that will decide stock market action on FridayNifty 50 and BSE Sensex ended lower, dragged by financial, auto, and FMCG stocks, while India VIX rose. Analysts see near-term consolidatio...
- Nilesh Shetty turns cautious on India, but is loading up on IT stocks at COVID-level calculationsNilesh Shetty of Quantum Advisors shifts from bullish to cautious on India due to Middle East conflict. He sees potential for prolonged mar...
- Bet on 3 sectors generating value in this volatility, be wary in 2 sectors: Nilesh ShettyNilesh Shetty from Quantum Advisors suggests that tariff uncertainties present long-term investment opportunities, particularly in logistic...
- Global headwinds: Should one focus on largecaps or look at midcaps and smallcaps? Nilesh Shetty answersQuantum Advisors' Nilesh Shetty suggests caution due to expensive Indian market valuations, particularly in small and mid-caps. Large-caps ...
- Nilesh Shetty stays cautious; 3 sectors see largest allocations in value portfolioNilesh Shetty of Quantum Advisors remains cautious despite the recent market rally, citing a disconnect between valuations and earnings gro...
- Run-up in defence stocks not sustainable; be patient in IT; value in private banks: Nilesh ShettyNilesh Shetty of Quantum Advisors finds defence stocks overvalued, citing budget constraints and margin concerns. He prefers private sector...
- Trimming holdings in PSUs, auto; sitting on 16% cash in value portfolio: Nilesh ShettyNilesh Shetty, Portfolio Manager at Quantum Advisors, sees limited opportunities due to high valuations and slowing earnings. They've focus...
- Why are value mutual funds underperforming?Many participants at the ET Wealth Investment Workshop wanted to know when the value funds will regain their lost charm. Nilesh Shetty, co-...
- Early insurance listings may enjoy rich valuations on back of scarcity premiumThe current Sensex valuation is a lot more comfortable than it was a year ago and the index has seen a price as well as time correction, sa...
- Market valuations fairly expensive right now: Nilesh Shetty, Quantum AMC"Stock selection has been good and hence, we have been able to beat the benchmark. But our sense is that valuations are fairly expensive ri...
- Ready to pick up stocks if market corrects by 10-15%: Nilesh Shetty, Quantum AMC"Our sense is that a 10% to 15% correction might give us an opportunity to pick up stocks, or some of the sectors that we think might turn ...
- Stock valuations remain very expensive currently: Nilesh Shetty, Quantum AMCOur sense is in a lot of midcaps there is a bit of bubble forming there in terms of valuations, says Nilesh Shetty, Quantum.
- Auto sector is expensive; will not outperform in 1-2 years: Nilesh ShettyThe auto sector is expensive and not one which will continue to outperform over next one year or two years.
- Overweight on financial sector: Nilesh ShettyPrimarily, the larger overweights right now in the sector remain financials and consumer discretionary and within that automobiles and say ...
- Telecom sector story is not that great anymore: Nilesh ShettyThe sector story is not that great anymore. These stocks have had to go through a derating, but our sense is most of that is in the valuati...
- Valuations have again become slightly more expensive: Quantum Asset ManagementIn an interview with ET Now, Nilesh Shetty, Associate Fund Manager (Equity), Quantum Asset Management Company Pvt Ltd, gives his views on t...
- Bullish on auto sector: Nilesh Shetty, Quantum Asset Management Company Private LimitedNilesh Shetty, Associate Fund Manager (Equity), Quantum Asset Management Company Private Limited, in an interview with ET Now, speaks about...
Load More
