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PANKAJ MURARKA
Stock selection key as mid & smallcaps offer alpha opportunities: Pankaj MurarkaIndian stock markets are set for new peaks by the end of this year. Experts see a broad economic recovery, with financials leading the char...- Nifty at 21x earnings, IT stocks at 2008 valuations: Pankaj Murarka says once-in-a-bull-market buying opportunity post correctionDespite near-term pain from the West Asia war and oil shock, high-quality Indian stocks are now offering genuine value after six years of a...
- Market volatility before Budget may be a buying chance: banks, consumers key bets: Pankaj MurarkaIndian equity markets are volatile ahead of the Union Budget, but long-term investors may find opportunity. Pankaj Murarka of Renaissance I...
- Indian market set for low-teens returns as valuations peak, IT and cash-flow plays favoured: Pankaj MurarkaRenaissance Investment Managers CIO Pankaj Murarka expects Indian markets to deliver low-teens returns as growth resets and valuations peak...
- Post this earning season, Pankaj Murarka is avoiding these sectors. Here’s whyPankaj Murarka of Renaissance Investment Managers views Indian equity market as overvalued. They have exited defence exposures due to high ...
- Bull market correction: Accelerated Fed rate cuts from Sept may see unwinding in EMs, carry trades, says Pankaj MurarkaPankaj Murarka, CIO of Renaissance Investment Managers, highlighted a potential shift in global markets due to expected US Federal Reserve ...
- Consolidation healthy for market; good opportunity for long-term investors to step in: Pankaj MurarkaI think broadly, directionally, earnings momentum and economy remains in good shape. So, probably a pullback or some consolidation should b...
- Axis Mutual Fund's equities head Pankaj Murarka quitsMurarka managed the flagship Axis Equity Fund since June 2013 and Axis Midcap Fund since its inception in February 2011.
- We need 4-5 strong banks in India: Pankaj Murarka, Head of Equities, Axis Mutual Fund"It’s a great opportunity for the government to use the Budget to accelerate investments in the domestic economy," Pankaj Murarka said.
- More value in largecaps vis-a-vis mid and smallcaps, says Pankaj Murarka of Axis MFIn a chat with ET Now, Pankaj Murarka, Fund Manager, Axis MF, talks about where to perk your money in a falling market.
- No dearth of attractive stocks despite a range-bound market: Pankaj Murarka, Axis MF"Among midcaps, there could be some significantly overpriced stocks, but there will always be some attractive opportunities from a medium-t...
- Markets has had a healthy correction, having a reality check: Pankaj Murarka, Axis MFOver the last year, the markets have moved pretty significantly and, in fact, this is the first meaningful correction we have in the bull m...
- See strong uptick in earnings growth in next 2-3 quarters: Pankaj Murarka, Axis MF"It is just a matter of time. Perhaps over the next 3-4 quarters this uptick will spread across other sectors of the economy."
- Medium-term outlook for markets remains fairly positive: Pankaj Murarka, Axis MF"Equity as an asset class has done exceedingly well over the last six quarters. The outlook going ahead is even more promising."
- Corrections will keep happening: Pankaj Murarka, Axis MF'This whole global meltdown or correction in commodity prices and nervousness are actually beneficial to India and put India in a very swee...
- Investors should use corrections in market to buy stocks: Pankaj Murakka"It is a phenomenally good time to invest into the markets. Any correction should be a great opportunity to invest."
- Earnings will be healthy, but a mixed bag: Pankaj Murarka, Head Equity, Axis MF'Since India is a classical cyclical recovery story, therefore going forward, as growth recovers, earnings growth is likely to accelerate,'...
- Remain pretty positive about equities as an asset class: Pankaj Murarka, Axis MF"Effectively, from a valuation perspective the markets are about 50% cheaper than what they were when they hit 21000 last time around."
- Recovery in domestic economy to be slow and protracted: Pankaj Murarka, Axis AMC"We do not see a sharp 'V' kind of recovery in the domestic economy and we are positive on autos from a structural perspective."
- Continue to remain overweight on IT and healthcare: Pankaj Murarka, Axis AMC"Our portfolio strategy has not changed much over the last month. It essentially focuses on buying quality businesses which can deliver sus...
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