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.
05 Nov, 2020, 05.45 PM IST
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...
04 Nov, 2020, 12.57 PM IST
Ayaz Motiwala adds auto ancillary, FMCG stocksConsumer companies always trade at 50-15% premium over Sensex or Nifty.
05 Nov, 2019, 08.53 PM IST
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
13 Jun, 2019, 12.04 PM IST
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.
19 Sep, 2017, 01.13 PM IST
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...
21 Mar, 2017, 12.43 PM IST
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...
29 Dec, 2016, 11.47 AM IST
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...
01 Sep, 2016, 11.59 AM IST
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.
06 Jun, 2016, 12.30 PM IST
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.
22 Feb, 2016, 11.18 AM IST
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...
13 Feb, 2016, 12.16 PM IST
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 ...
12 Feb, 2016, 03.44 PM IST
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.
20 Nov, 2015, 04.21 PM IST
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.
20 Nov, 2015, 08.11 AM IST
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 ...
19 Nov, 2015, 04.27 PM IST