Kotak AMC's Shibani Sircar Kurian notes that Q4 FY25 earnings surpassed expectations, particularly for largecaps, setting a positive outloo...

Kotak AMC's Shibani Sircar Kurian suggests focusing on domestic-oriented sectors due to global uncertainties and potential tariff impacts. ...

Shibani Sircar Kurian of Kotak Mahindra AMC analyzes the outlook for IT, auto, FMCG, quick commerce, chemicals and capital markets sectors....

Our 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...

Boost to overall infra space and the investment-led growth will possibly continue. 'We will have to wait and see what allocations are made ...

The building materials segment, specifically tiles, has underperformed despite significant real estate growth. Typically, when real estate ...

The March quarter earnings growth was driven by BFSI, Auto, technology, and oil and gas, with smallcaps rallying on retail liquidity. Shiba...

Shibani Sircar Kurian of Kotak Mahindra AMC provides insights on Nifty valuations, earnings stability, sector-specific investments, and mar...

Kotak's Shibani Sircar Kurian favors largecaps for risk reward, backed by market perspective, macro stability, GDP growth, corporate earnin...

Largecaps have better valuations, while signs of improvement in mass consumption are emerging. Caution is needed for PSU stocks with concen...

Indian equity markets thrive on policy continuity, investment-led growth, corporate earnings, and liquidity. The RBI policy remains unchang...

Shibani 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 ...

Shibani Sircar Kurian says: “So far earnings have been predominantly led by domestic businesses, which are still holding up well. The secon...

Focus is on high quality, high growth stocks where valuations have corrected, says HoR of Kotak AMC

"On the pharma space as a whole, valuations still have not come into a very attractive range."

"We would recommend avoiding cyclicals as well as sectors which have linkages to the global economy, especially IT as a sector"

Borrowing cost for companies are continuing to fall and that is a positive from a overall earnings growth trajectory.