Searched for
RAHUL CHADHA PORTFOLIO
Korea's AI crackdown may trigger healthy correction, India could benefit: Rahul ChadhaSouth Korean regulatory actions are prompting a reassessment of AI semiconductor valuations, though experts see this as a healthy correctio...- Manufacturing, industrialisation & power capex are structural stories: Rahul ChadhaThe China plus one strategy encourages diversification of suppliers due to geopolitical risks, which benefits Indian companies across vario...
- Everybody’s betting on US, but Rahul Chadha is investing in China & India. Here’s whySignificant market turmoil is expected in the US in the upcoming months. Rahul Chadha sees opportunity in emerging markets due to their low...
- US market surge on policy hopes, but questions over growth remains: Rahul ChadhaAgain, with what Trump had initially talked about, the whole tax cuts and everything, that increase the deficits significantly higher, so w...
- Havells India partners with Jumbo Group for kitchen appliances in UAEHavells India has partnered with Jumbo Group in the UAE to introduce kitchen appliances. Online sales on jumbo.ae will be followed by retai...
- QSR offering good entry point for next couple of quarters: Rahul ChadhaSo I think that is a space which has not done much for the last two, three years. We have continued to like hospitals over pharma but this ...
- FPI money to track new variant of worryForeign Portfolio Investors have been on a selling spree of late, offloading shares worth over Rs 4,000 crore daily on an average since las...
- We have taken some money off IT and added corporate banks: Rahul Chadha“The base case for the market has to be earnings growth and historical or slightly higher than historical multiples and if the story plays ...
- India’s equity rally is now in its mid-cycle: Rahul ChadhaThe rally in Indian markets has not ended yet, said Rahul Chadha, chief investment officer at Mirae Asset Global Investments. “We are in th...
- Amid their worst selloff since March 2020, FPIs raised bets in two sectors in AprilFMCG shares saw FPI inflow of $244 million in April, in addition to $516 million that flowed in in March.
- Helion Venture Partners sees more exits; Rahul Chowdhri, Ritesh Banglani and Alok Goyal leave"The split is primarily due to difference in investment styles," a top executive in the firm said on the condition of anonymity.
- US Fed rate hike won’t be as severe as expected: Rahul Chadha, Mirae Asset Global InvestmentsWe believe that consumers of commodities will do much better in this cycle with dollar strength than the producers of commodities.
- India stands out in terms of investment prospects over next 3-5 years: Rahul Chadha"Unlike what has happened in the first half of this year in which all the EMs have performed, it is going to be a heterogeneous performance...
- Emerging markets to perform well if government backing is strong: Rahul Chadha"Whichever country or government does the things necessary to kick-start growth and does the necessary rebalancing, that economy would emer...
- In uncertain markets, should PSU Banks be part of your portfolio?Given the challenges that PSBs are facing, no doubt invesotrs have punished them accordingly; and most of them are available at rock-bottom...
- QE tapering may begin in January at a very small level: Rahul Chadha, Mirae Asset Global Investments"We are not that comfortable on public sector banks. The asset quality issues still remain."
- Era of easy money coming to an end: Rahul Chadha, Mirae Asset Global Investments"Debt and equity markets would correct, but as investors get confidence that we have got a slow recovery coming in equities, a part of this...
- Bullish on private banks & financial space: Rahul Chadha, Mirae Asset Global Investments"The market offers good blend of opportunities across various sectors, both domestic as well as outside the country."
- Falling rupee is the most concerning factor for investors: Rahul Chadha, Mirae Asset Global InvestmentsThe government should show some firm commitment on keeping the deficit in check. It should take up some measures which can rekindle investm...
- Underweight on OMCs: Mirae Asset Global InvestmentsThe Indian public sector basically do not benefit from the entire pass through of the oil prices, so we continue to remain underweight on t...
Load More
