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SAILESH BHAN
Behind India's Rs 5.5 lakh crore FII selloff lies a hidden list of 84 multibagger winnersForeign institutional investors have sold Indian stocks worth Rs 5.5 lakh crore. However, a hidden list reveals 84 stocks where FIIs have a...
Don't wait for FIIs: Nippon MF CIO Sailesh Raj Bhan on why market will rise before foreign money returnsIndian equities offer rare discounts for investors. Nippon India Mutual Fund's Equity CIO, Sailesh Raj Bhan, advises accumulating world-cla...
Nifty’s hidden discount sale: 54% of top Indian stocks are cheaper now than in 2023. Is it time to buy?Over half of India's top Nifty50 stocks are now trading at lower forward P/E multiples than in 2023, indicating a significant valuation cor...
Gold’s run may cool, consumption and pharma could lead next leg of growth: Sailesh Raj BhanNippon India Mutual Fund’s CIO Sailesh Raj Bhan says it’s time to rebalance portfolios as gold’s strong run gives way to earnings-led equit...
Earnings should be back to double-digit over next 2 years: Sailesh Raj BhanSo, if you look at the PSU construct, PSU banks specifically the leaders are sensibly priced so there is no challenge there. The challenge ...
Euphoria on Dalal Street draws warning from top-performing fund of 2023Global funds piled a net $17 billion into the nation’s equities in the first eight months of this year as optimism over growth in the econo...
Utilities a good growth story rather than just value play: Sailesh Raj BhanSo, it is a cyclical change which can last for 5-10 years in terms of growth rates in utilities or power utilities.And as you know, the siz...
3 sectors Sailesh Raj Bhan is bullish on for near termBut you know, there is a case we are finding that in a lot of pockets, euphoria is getting built up, especially select pockets where mid-si...
Sailesh Raj Bhan on what to do with IT and pharma stocks nowThe IT sector is experiencing slower growth rates, which could lead to a correction in the current 20-multiple valuation of these businesse...
Manish Gunwani quits Nippon India MF; Shailesh Raj Bhan is new CIO - equityGunwani was managing many popular schemes like Nippon India Flexi Cap Fund, Nippon India Growth Fund and Nippon India Balanced Advantage Fu...
Gunwani quits Nippon Life AMC, Sailesh Bhan new equity CIOBhan, who has been with the asset manager since 2004, is the deputy CIO-equity. He manages products including Nippon India Large Cap, Nippo...
Current valuations for most large pharma companies still reasonableThe health crisis has brought the focus back to the medical fraternity and the pharma sector. While the sector was already under recovery s...
Fund manager eying India stimulus bets on domestic demand stocksThe S&P BSE Sensex is down 23% from its January record high following a sell-off in March.
Earnings will accelerate if no macro headwinds occur: Sailesh Raj Bhan, Reliance Mutual Fund"Despite challenging reforms, we have seen acceleration in demand in many sectors reflecting the shift in overall economic activity levels,...
Pharma sees surge in domestic interest even as FPIs cut betsAnalysts said concern over near-term prospects may have prompted FPIs to sell.
Money may move to largecaps in next 12-18 months: Sailesh Bhan, Reliance MFGST may facilitate and remove friction and push GDP growth higher by may be 50-100 bps
Fund review: Reliance Top 200 FundReliance Top 200 scheme invests 70-80 per cent in top 100 companies and remaining in the mid-and small-sized companies.
Invest in pharma funds with a three to five year horizonAt a time when the equity markets are performing badly, defensive sectors like Pharma are supposed to remain shock-proof from events like d...
Market is polarised due to distortions in valuations: Sailesh Raj Bhan, Reliance Capital AMC"There is one part of the market which is available at disproportionately higher index levels and the other segment is available at much lo...
Reliance MF to launch new close-ended equity schemeReliance Mutual fund today said it will launch a new scheme -- Reliance close-ended equity fund- series A -- having a five year lock-in per...