Pankaj Murarka of Renaissance Investment Managers views Indian equity market as overvalued. They have exited defence exposures due to high ...

We must also acknowledge that we’re experiencing a cyclical slowdown—partly due to domestic factors and partly due to global trade headwind...

Pankaj Murarka emphasized that technology will play an essential role in the consumer tech and business sectors in India. He highlighted ho...

I think broadly, directionally, earnings momentum and economy remains in good shape. So, probably a pullback or some consolidation should b...

“Consumption stocks likely to underperform for the next six to nine months.”

The S&P BSE Sensex was one of the world’s few benchmark equity gauges to rise last year.

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 ...

"It’s a great opportunity for the government to use the Budget to accelerate investments in the domestic economy," Pankaj Murarka said.

"Among midcaps, there could be some significantly overpriced stocks, but there will always be some attractive opportunities from a medium-t...

Over the last year, the markets have moved pretty significantly and, in fact, this is the first meaningful correction we have in the bull m...

"Equity as an asset class has done exceedingly well over the last six quarters. The outlook going ahead is even more promising."

'This whole global meltdown or correction in commodity prices and nervousness are actually beneficial to India and put India in a very swee...

"It is a phenomenally good time to invest into the markets. Any correction should be a great opportunity to invest."

'Since India is a classical cyclical recovery story, therefore going forward, as growth recovers, earnings growth is likely to accelerate,'...

"Effectively, from a valuation perspective the markets are about 50% cheaper than what they were when they hit 21000 last time around."

"We do not see a sharp 'V' kind of recovery in the domestic economy and we are positive on autos from a structural perspective."

"Our portfolio strategy has not changed much over the last month. It essentially focuses on buying quality businesses which can deliver sus...