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PANKAJ MURARKA PORTFOLIO
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...- 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 ...
- India in a mature bull market, still poised for positive returns: Pankaj MurarkaWe must also acknowledge that we’re experiencing a cyclical slowdown—partly due to domestic factors and partly due to global trade headwind...
- Consumption will be a big growth driver over next 3 years : Pankaj MurarkaPankaj Murarka, CIO of Renaissance Investment, asserts the consumption sector will drive growth over the next three years due to reasonable...
- Despite shaky Q3 earnings, why Pankaj Murarka is gung-ho on Zomato, PaytmZomato is pursuing an aggressive strategy to maintain its leadership in the quick commerce space, despite the potential for increased losse...
- Buy into industrials on every dip; adding exposure in IT stocks: Pankaj MurarkaPankaj Murarka of Renaissance Investment Managers discusses investment opportunities in various sectors like IT, clean energy, pharma, and ...
- Pankaj Murarka on 2 IT stocks which may benefit from CEO change theme“Birlasoft has seen a CEO change about three quarters back. We think the new CEO in-charge is clearly very driven and given the background ...
- Bull market intact; reallocate some money from smallcaps to largecaps: Pankaj MurarkaInvestors should reallocate money from smallcaps to largecaps to reduce portfolio risk, even though the Indian equity bull market is still ...
- Worst seems to be over for IT sector: Pankaj MurarkaI would like to think so that the worst seems to be behind for IT services companies, primarily for two or three reasons. One, from the tim...
- For long-term investors, best opportunity to rejig portfolio: Pankaj Murarka“For long-only investors who do not generally hold too much cash, these kinds of selloffs and capitulations (seen in midcaps and smallcaps ...
- How is the 2022 portfolio different from 2021? Pankaj Murarka explains“We remain very constructive on the outlook for the economy. We are already seeing very strong signs of consumer demand resurgence that is ...
- IIFL Sec partners with WealthDesk to bring premium investment experience to 2.2 mn retail investorsOwing to this partnership, IIFL Securities customers will now be able to invest in curated investment portfolios by using their broking cre...
- Fund manager who dodged 2008 crisis sees 20-year bull run in IndiaThe S&P BSE Sensex was one of the world’s few benchmark equity gauges to rise last year.
- Top mutual fund manager exits in last one year5 top mutual fund managers who switched jobs during the last one year.
- We are at the start of a new bull market for Indian equities: Pankaj Murarka, Axis MFOur portfolio is aligned to the state of the market and we like urban discretionaries, auto and financials
- 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."
- 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...
- Should you invest in Axis Focused 25 Fund?Investment rationale behind such an equity fund is the investor gets to invest in the best of investment ideas a fund manager has at any gi...
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