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NIRAV SHETH EMKAY
'India is on the wrong side of the AI trade': Emkay's Nirav Sheth sounds the alarmIndia is on the wrong side of the AI trade, warns Nirav Sheth. Foreign investors are chasing AI growth abroad, impacting Indian markets. In...
Nifty could surge to 29,000 by 2026 as consumption revives, rates ease, Emkay Global says bet on discretionary stocksEmkay Global expects the Nifty to hit 29,000 by CY2026, supported by stronger consumption, softer interest rates, stable policy and rising ...
Broader upside ahead; midcaps, NBFCs and autos to lead next market leg: Nirav ShethIndian markets are set for more highs as earnings strengthen and valuations turn reasonable, says Emkay Global’s Nirav Sheth. Broader marke...
Indian equities to face volatility before recovery in H2 2025: EmkayIndian equity markets may face near-term volatility but are projected to recover in H2 2025, with Nifty reaching 25,000 by December. Key dr...
Energy transition, electrification theme to provide big investment opportunity: Nirav ShethWe need to look forward to the next big critical event which is budget and I believe that that will set the tone for what India needs to do...
Could India end up in bubble territory in next 3-5 years? Nirav Sheth explainsNirav Sheth is optimistic about corporate India's earnings trajectory but mentions India may be in potential bubble territory. The market h...
PSU stocks are the current darlings of Dalal Street but why are mutual fund managers wary?Most fund managers have been left on the sidelines amid their long-standing reticence around this segment. Barring a few exceptions, PSU en...
Mutual funds join multi-billion dollar PSU rally, eye 2014 record in election yearThe ownership of PSUs in mutual funds has reached a 3-year high as mutual fund managers chase the momentum in Indian PSU stocks. The sharp ...
Don’t obsess about corrections; see if you are positioned right to buy: Nirav Sheth“The key question is are you positioning yourself to buy into the corrections? Is it a buy-on-dip story or a sell-on-rise story? You do not...
India could be a breakout emerging market for the next decade: Nirav ShethI suspect that as you move into the next quarters. So software to us is a macro trade. I think even the CEOs are not going to get it right....
ETMarkets Smart Talk- Equites likely to remain best-performing asset class in next three years: Nirav ShethBull markets are, almost always, initially seen climbing the wall of worry — mostly reflected in the sub-optimal financial commitments from...
Emkay Global sees Nifty50 at 19,500 by 2023-end, flags 3 major risks to outperformanceBarring any major change in the global macroeconomic and geopolitical set up, the 1-year targets for the benchmark indices indicate a 7-8% ...
ETMarkets Smart Talk: Investors can play for a catch-up trade in IT sector; Infosys, HCL Tech top picks, says Nirav Sheth"FIIs' aggressive selling totaling nearly $30bn simply preempted the surge in DXY. Of-course high local savings significantly moderated the...
These low PE stocks have solid return ratios. Worth a good lookThe importance of finding such gems grows manifold at the time when the market is trading at an all-time high, and every proven name is quo...
Multibaggers in making? 11 smallcaps that analysts say can turn largecaps in 5-10 yearsLegendary investor Warren Buffett’s investment in Apple forms a large chunk of his wealth today, while India’s Big Bull Rakesh Jhunjhunwala...
Nifty stocks that gained up to 90% & those that finished Samvat 2076 as top laggardsAnalysts say the momentum is likely to stay strong for domestic equities in Samvat 2077.
ETMarkets Diwali Survey: D-Street’s sectoral choices for Samvat 2077 have a cyclical biasAbout a dozen brokerages, who took part in the Diwali survey of ETMarkets.com, said while the ongoing themes such as digitisation may conti...
ETMarkets Diwali survey: Midcaps, smallcaps set to outperform over next one yearG Chokkalingam, Founder of Equinomics Research and Advisory, says value stocks in the midcap and smallcap space could be the biggest invest...
Recovery coming from Q2, says analystsA nationwide lockdown during the first two months of the June quarter brought economic activities to a standstill.
Bank, realty stocks rally as US Federal Reserve keeps rate unchangedAnalysts said, however, banks, auto and real estate may outperform the exporters till the RBI’s monetary policy on September 29.