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Ayaz Motiwala has been betting on Phoenix Mills & KIMS. Here’s why"Discretionary spending is at absolutely new highs and the index is 20 to 30% higher on a 2-3 year basis. Phoenix wants to be a city centri...- Is inflation the biggest worry for consumer companies?"The focus should be on where the volume growth picks up faster, which companies have solid brands and pricing power to be able to tide ove...
- Invest in these 4 sectors if you want to make money in IndiaIT, pharma, FMCG and financial services on a selective basis have been a long-term value and wealth creator in India, says Ayaz Motiwala.
- How this HK-based fund manager churned his portfolio through Covid monthsFrom defensives we are moving into businesses which are derivatives of a steel cycle or mining, says Ayaz Motiwala.
- Second wave of Covid unlikely to be that disruptive: Nilesh Shah, Envision CapitalNilesh Shah of Envision Capital said Europe is probably seeing the initial part of a second wave, but he doubted if massive nationwide lock...
- Ayaz Motiwala adds auto ancillary, FMCG stocksConsumer companies always trade at 50-15% premium over Sensex or Nifty.
- Market clearing the mess it got into and it can go on for long: Ayaz Motiwala, Nivalis PartnersNow, BBB rating will be given in a more deserving fashion and only to select corporates, says Motiwala
- Why Ayaz Motiwala is betting on this sector as the next growth chargerThere is a large universe of stocks to make money of, says Nivalis Partners’ Senior Fund Manager.
- Invest in D-Mart in first few initial days for long-term perspective: Ayaz Motiwala, Nivalis PartnersIt depends on your perspective on how long are you looking at because we are conditioned as market participants to look at life on one-year...
- Outlook on India bright over 3-5 years: Ayaz MotiwalaLong only or long-short funds looking at India are here to stay and consider India an exceptional opportunity over medium to long term, say...
- We try to find 15-25 high quality businesses across India and Asia and sit on them: Ayaz Motiwala, Nivalis PartnersWe need to get a sense of that from the companies that we own that they want to treat everyone in a fair manner and the underlying business...
- Growth is in patches and investors are paying for pockets of recovery: Ayaz Motiwala, Nivalis PartnersToo much emphasis is being given on a good monsoon for future success.
- Five largecap stocks to consider as market enters volatile Budget weekAfter the bloodbath of the previous week, the benchmark indices rose 3.14 per cent, their best weekly showing since January 2015.
- Be ready to catch quality stocks at cheap prices: Ayaz Motiwala, Nivalis PartnersIn a chat with ET Now, Ayaz Motiwala, Senior Fund Manager, Nivalis Partners, says it is time to be judicious in the use of cash and be read...
- Look who moved my market on FridayIn this space, ETMarkets.com tracks the elite 30 from the Sensex pack, 50 from the nimble Nifty LIVE, and showcases the newsmakers and top ...
- Top 10 stocks that are likely to hog limelight after pay panel pushThe commission proposal, of 16% hike in pay, 63% in allowances and 24% in pensions, adds up to a total of Rs 1.02 lakh crore in FY16.
- Pre-market: Market may open high on pay panel boostNifty50 futures were trading 8 points lower at 7,848 on the Singapore Stock Exchange, indicating a flat opening in the domestic market.
- No need to be scared of Fed rate hike: Ayaz Motiwala, Nivalis PartnersThe uncertainty of the Fed won’t be much of a shocker but 'people should invest in a disciplined fashion', says Ayaz Motiwala from Nivalis ...
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