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SACHIN SHAH EMKAY
India poised for next phase of outperformance as FIIs rebalance: Sachin ShahIndia may enter a new phase of outperformance as FIIs reassess emerging markets, says Emkay’s Sachin Shah. Strong earnings, GST cuts and he...- ETMarkets AIF Talk: Betting on India, this fund manager turns Rs 1 cr investment into Rs 5 cr in 11 yearsEmkay Capital Builder achieved impressive 16.75% CAGR returns, growing an initial Rs 1 crore investment to Rs 5.5 crore over 11 years. Sach...
- Manufacturing stocks will lead the next bull run: Emkay Investment ManagersSachin Shah, Fund Manager, Emkay Investment Managers, said the current financial matrix as well the policy support is best suited for the m...
- It’s wait and watch on NBFCs but go for auto: Sachin Shah, Emkay Investment ManagersWe have been reducing our weightage in financial services space even pre-demonetisation as the valuations were running ahead of time, says ...
- Be wary of midcap pharma, avoid IT: Sachin Shah, Emkay InvestmentIt is a momentum market at this point in time. Everything is trying to catch up, but we also need to keep in mind that we are in the middle...
- No long-term excitement in ONGC: Sachin Shah, Emkay Investment ManagersIndusInd at a peg of less than one which is fairly decent for the bank of this size
- Maruti may fall further: Sachin Shah, Emkay Investment Managers"Global and budget uncertainties has seen complete withdrawal of buyers from the markets"
- Divi's Lab is our pick: Sachin Shah, Emkay Invest Managers"On a nine-month basis, the growth in profits have been fairly decent"
- Cheap imports key concern for tyre makers: Sachin ShahThe competition from the import side is affecting the margins and the realisations of domestic tyre makers, says Shah.
- Q2 earnings a mixed bag; invest in coming with good numbers, reasonable valuations: Sachin ShahWe have seen a few results delivering well; some companies have disappointed us as well, says Shah in an interview to ET Now.
- Raised Infosys' weightage in portfolios post Q2 numbers: Sachin Shah, Emkay Investment ManagersOne of the stocks that we have invested post the earning season is Infosys; it is 15-20 per cent compounded earning story, says Shah.
- Don't draw premature conclusions on RIL-ONGC row: Sachin Shah, Emkay Investment Managers"I do not think any conclusion, if at all, is going to come very soon. It is going to take its own course of time."
- Railways' capex thrust a very positive development: Sachin Shah, Emkay Investment Managers"The Railway minister's capex plan for the next five year is quite large-scale. And he is not talking without basis. He also has his resour...
- Market looks like 'no man's land' at current valuation: Sachin Shah, Emkay Investment ManagersIf there is a contagion effect, we may see some bit of a reaction in our equity markets some time during the week, says Sachin Shah.
- Private banks a good bet; buy equities from 3-year perspective: Sachin Shah, Emkay Investment Managers'Retail banking will continue to do well. Selectively, there will be opportunities on the corporate side also.'
- RBI policy just a trigger, high valuations caused market fall: Sachin Shah, Emkay Investment Managers"The valuations were running ahead of the time. The Q4 numbers did not actually support that. So, RBI policy was just a trigger."
- Expect earning numbers to drive market in near term: Sachin Shah, Emkay Investment ManagersActually last week clearly there was a bit of sell off largely because of the last month of the financial year and the expiry.
- Manufacturing & industrial capex likely to soar on budgetary catalysts: Sachin Shah, Emkay Investment Managers"The quality of spending will be the key thing. The government has been talking of huge reforms. This government has actually come in on th...
- Don't invest in PSU banks at this point: Sachin Shah, Emkay Investment Managers'One should probably wait or probably avoid investing in public sector banks at this point of time and probably wait for couple of more qua...
- Remain bullish on housing finance, cement companies: Sachin Shah, Emkay Investment Managers Ltd"Most of these stocks are fairly reasonably valued. And they have always had a secular growth of anywhere between 15% to 20%-plus."
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