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PANKAJ MURARKA STOCKS
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...
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...
Should you be fearful when others are greedy and sell new-age tech & fintech stocks? Pankaj Murarka explainsPankaj Murarka emphasized that technology will play an essential role in the consumer tech and business sectors in India. He highlighted ho...
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...
Auto outlook strong; avoid consumer stocks for next 2-3 quarters: Pankaj Murarka“Consumption stocks likely to underperform for the next six to nine months.”
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.
Buy stocks on dips, earnings showing signs of recovery, equity can grow 20%The domestic equity market has made a nervous start to May with the benchmark indices losing up to 2 per cent of their values in the first ...
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.
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...
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...