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 ...
24 Dec, 2016, 01.49 PM IST
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...
21 Jul, 2016, 09.23 PM IST
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
11 Mar, 2016, 04.54 PM IST
Maruti may fall further: Sachin Shah, Emkay Investment Managers"Global and budget uncertainties has seen complete withdrawal of buyers from the markets"
26 Feb, 2016, 09.33 AM IST
Divi's Lab is our pick: Sachin Shah, Emkay Invest Managers"On a nine-month basis, the growth in profits have been fairly decent"
18 Feb, 2016, 10.50 AM IST
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.
27 Oct, 2015, 08.22 AM IST
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.
27 Oct, 2015, 08.19 AM IST
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.
16 Oct, 2015, 08.00 AM IST
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."
08 Oct, 2015, 04.05 PM IST
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...
16 Sep, 2015, 03.53 PM IST
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.
06 Jul, 2015, 04.12 PM IST
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.'
08 Jun, 2015, 04.50 PM IST
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."
04 Jun, 2015, 10.17 AM IST
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.
31 Mar, 2015, 04.57 PM IST
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...
25 Feb, 2015, 04.53 PM IST
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...
03 Feb, 2015, 02.55 PM IST
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."
02 Jan, 2015, 03.54 PM IST