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ROHA ASSET MANAGERS
Positive on NBFCs and power financers, pharma growth strong: Daljeet KohliDaljeet Kohli advises caution on banks near-term due to asset quality and NIM pressures, suggesting a re-look after consolidation. He remai...
Consumption, chemicals, and cement to drive market in 2025: Daljeet KohliDaljeet Kohli of Roha Asset Managers suggests Indian stocks are poised for growth. Consumption, chemicals, and cement sectors show promise....
GST cuts could start new consumption cycle; buy the dips in unfairly punished stocks: Daljeet KohliDespite market volatility, India's long-term growth remains strong, according to Daljeet Kohli of Roha Asset Managers. He suggests that pro...
Banks still facing deposit issues; only buying power financiers in BFSI: Daljeet KohliDaljeet Kohli from Roha Asset Managers LLP notes that despite the RBI's 25 bps rate cut, the major issue of deposit mobilization in the fin...
Keep the shopping list ready or stay away from the market? Daljeet Kohli answersRecent declines in the stock market present a buying opportunity, as fundamentals have not changed. Investors should have their purchasing ...
Is market recovery sustainable? It is back to fundamentals now, says Daljeet KohliDaljeet Kohli, Head of Equities at Roha Asset Managers LLP, notes a decline in growth momentum across sectors due to factors like erratic r...
Bullish on pharma, especially CDMO; slightly negative on auto: Daljeet KohliDaljeet Kohli of Roha Asset Managers LLP is bullish on the pharma sector, anticipating strong performance over the next one-two years. He m...
PMS Tracker: Smallcap, multicap funds beat largecaps yet again in AugustElectrum Portfolio Managers’ midcap and smallcap portfolio, Electrum Laureate, gave the highest monthly returns of nearly 12% in August. In...
These 5 sectors gave superlative returns to investors in June; are the gains sustainable?In June, the best-performing sectors in the Indian market were consumer discretionary, realty, healthcare, automobiles, and capital goods. ...
ETMarkets Fund Manager Talk-India still in early stages of an elongated bull market: Dhiraj Sachdev, Roha Asset ManagersWith positive economic indicators, increased manufacturing activity and higher government spending, there will be support to corporate earn...
Mid & smallcap-focused minnows beat their larger peers in JuneBonanza Portfolio’s Value strategy, which invests nearly two-thirds of its money in midcap and smallcap stocks, topped the charts with 14 p...
Stocks that helped top-performing PMSes leave others behind in FebMidcap and smallcap-focused strategies were among the best performers, with nine out of the top 10 schemes on the performance chart coming ...
Valuations turn attractive in metal stocksOne has to be selective but overall the metal sector is headed for better earnings growth, says market expert Dhiraj Sachdev.
MF exposure to top 10 Nifty cos at a decadal high in quest for alphaThere is a statistical basis for high exposure to top ten Nifty stocks.
HNIs parked in other assets may return to equityHNIs have lost heavily in PMS investments in the recent small and mid-cap crash.
Fall in HDFC MF stock could be opportunity to buy: AnalystsMorgan Stanley retained an overweight rating on the stock with a target price of Rs 2,000.
- Sudarshan Chemicals acquires Finnish cosmetics pigments brands
Pune-based Sudarshan Chemical Industries has bought the natural mica pearlescent business from Eckart Effect Pigments.