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SWANAND KELKAR
Swanand Kelkar’s approach to stock picking in a slowing economy- India's macro metrics strong despite FII selloff and weak rupee: Swanand KelkarEmerging markets as a whole will be at about 10-11 PE. So, the valuation starting point is very undemanding. And a couple of other interest...
- Market Movers: What changed for D-Street while you were sleepingLet us check out the factors that have the potential to move markets all through Friday.
- A 2-4-6-8 framework can be Holy Grail of Indian macros: Kelkar, MS"We have stayed away from state-owned banks for the longest time."
- Morgan Stanley’s Swanand Kelkar expects 30% appreciation in this sectorCompare what you were spending money on 20 years ago versus today to know which stocks to own.
- A good India portfolio should give 13-15% dollar returns: Swanand Kelkar, Morgan StanleySectoral picks include private banks, NBFCs, some auto and media stocks, says Kelkar.
- Do not expect double digit growth in 2017 & 2018: Morgan StanleyOverweight on consumer segment in India. If we can, we take opportunities against market expectations on events and play contrarian, say Mo...
- Why Morgan Stanley remains overweight on consumer stocks in 2017At this point of time it is very difficult to predict what the earnings growth impact is going to be. So we will have to wait and watch. In...
- The era of hiding in defensives is over, time to place your bet on domestic cyclicals?The BSE FMCG index has slipped 3 per cent since the breakout rally post the Budget whereas the BSE Capital Goods index has rallied 24 per c...
- Economic recovery this time is going to be gradual and uneven: Amay Hattangadi, Morgan StanleyHattangadi, in an interview to ET Now, says that worries will occur from time to time and he will keep alternating between risk on and risk...
- Patanjali hit on FMCG biggies! But Dabur, Emami ride piggyback to notch up growthMNCs biggies have taken a hard hit from Patanjali’s carpet bombing while some of the desi herbal-focussed FMCG firms have actually gained f...
- We have seen very strong trends in retail consumer lending: Morgan StanleyCompanies that pay attention to environment, social and governance norms, get more investor interest
- Issues related to ESG new parameters for institutional investors: Morgan StanleyAnalysts said environment-related issues in India recently came to investor focus due to recent government action.
- Pollution issues a new theme for large investors says Morgan StanleyMorgan Stanley says Environmental, Social and Governance (ECG) related matters of companies are new parameters for large institutional inve...
- Top five money mantras for 2016 from investment gurusThe stock market ended 2015 with no fireworks, but it was a year of learning where the hype around the so-called Modi wave receded.
- India is better prepared for crisis, no longer in fragile five: ExpertsThe Indian market might not have done much, but the real economy has improved considerably so far in 2015, say experts.
- India a good house in bad company of EMs: Swanand Kelkar, Morgan Stanley"Our construct of looking at these things is, we think about a place like India as a good house in a bad neighbourhood"
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