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SHIBANI SIRCAR KURIAN
Avoid broad market bets now; focus on these 3 sectors instead: Shibani Sircar KurianIndian stock markets face ongoing volatility from West Asian geopolitical events. Despite this, earnings prospects remain strong. Investors...- Large and midcaps better placed than smallcaps in current phase: Shibani Sircar KurianDespite market swings, seasoned investors find comfort in reasonable valuations and historical trends, according to Kotak AMC's Shibani Sir...
- Go for bottom-up stories in SMIDs; IT stocks look good in medium-term: Shibani Sircar KurianShibani Sircar Kurian suggests Indian markets have shown resilience amid global uncertainties, but have recently underperformed emerging ma...
- Go bottom-up to grab opportunities in mid & smallcaps: Shibani Sircar KurianKotak AMC's Shibani Sircar Kurian notes that Q4 FY25 earnings surpassed expectations, particularly for largecaps, setting a positive outloo...
- Thrust on consumption? Sectors to invest in a volatile world: Shibani Sircar KurianKotak AMC's Shibani Sircar Kurian suggests focusing on domestic-oriented sectors due to global uncertainties and potential tariff impacts. ...
- Margins appear stable for IT and auto stocks in Q3: Shibani Sircar KurianShibani Sircar Kurian of Kotak Mahindra AMC analyzes the outlook for IT, auto, FMCG, quick commerce, chemicals and capital markets sectors....
- Shibani Sircar Kurian on 3 key factors to watch out for from Budget 2024Our belief is that given tax buoyancy as well as the extra dividend that the government has received from RBI, there is room to support bot...
- Earnings, Budget to drive market; risk-reward favours largecaps & midcaps vis-a-vis smallcaps: Shibani Sircar KurianBoost to overall infra space and the investment-led growth will possibly continue. 'We will have to wait and see what allocations are made ...
- Earnings growth likely to be in mid-teens; overall growth trajectory remains strong: Shibani Sircar KurianThe building materials segment, specifically tiles, has underperformed despite significant real estate growth. Typically, when real estate ...
- ETMarkets Fund Manager Talk: Q4 results in line with expectations, domestic cyclicals leading the way: Shibani Sircar KurianThe March quarter earnings growth was driven by BFSI, Auto, technology, and oil and gas, with smallcaps rallying on retail liquidity. Shiba...
- Mid- to high-teens earnings growth for next 2 years likely: Shibani Sircar KurianShibani Sircar Kurian of Kotak Mahindra AMC provides insights on Nifty valuations, earnings stability, sector-specific investments, and mar...
- Market ingredients that have driven the rally remain fairly intact: Shibani Sircar KurianKotak's Shibani Sircar Kurian favors largecaps for risk reward, backed by market perspective, macro stability, GDP growth, corporate earnin...
- Mid, smallcap earning trajectory better for next couple of years but valuation wise largecaps better placed: Shibani Sircar KurianLargecaps have better valuations, while signs of improvement in mass consumption are emerging. Caution is needed for PSU stocks with concen...
- Shibani Sircar Kurian on 3 red flags to watch out for in this marketIndian equity markets thrive on policy continuity, investment-led growth, corporate earnings, and liquidity. The RBI policy remains unchang...
- Shibani Sircar Kurian on where to find structural themes for medium to long termShibani Sircar Kurian says: “We are at the cusp of a private sector capex cycle which should bode well for long-term loan growth where the ...
- Were expectations of FII flows coming back with a bang in 2024 misplaced? Shibani Sircar Kurian answersShibani Sircar Kurian says: “So far earnings have been predominantly led by domestic businesses, which are still holding up well. The secon...
- Time for bottom-up stock-picking in mid, smallcaps: Shibani Sircar Kurian, Kotak AMCFocus is on high quality, high growth stocks where valuations have corrected, says HoR of Kotak AMC
- Shibani Sircar Kurian on why she is positive on private banks, capital goods"On the pharma space as a whole, valuations still have not come into a very attractive range."
- Betting on consumption, private bank stocks: Shibani Sircar Kurian, Kotak Mutual Fund"We would recommend avoiding cyclicals as well as sectors which have linkages to the global economy, especially IT as a sector"
- Liquidity, consumption and earnings are three macro themes for market: Shibani Sircar Kurian, Kotak MFBorrowing cost for companies are continuing to fall and that is a positive from a overall earnings growth trajectory.
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