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HARSHA UPADHYAYA
Earnings stay resilient, but Q1 FY27 could test markets: Harsha UpadhyayaIndian equities showed resilience in Q4 FY26, but Q1 FY27 earnings may disappoint due to geopolitical tensions and energy disruptions. Kota...- Indian fund outperforming 98% of peers bets on defense stocksA $3 billion fund at Kotak Mahindra Asset Management Co. is backing Indian defense stocks, wagering that geopolitical tensions will boost l...
- Global funds flee Indian stocks at record pace on growth fearsGlobal funds are exiting Indian equities at a record pace, driven by an energy shock from the US-Iran war and a lack of compelling AI-linke...
- Get into mid and smallcaps with a slightly longer-term horizon compared to largecaps: Harsha UpadhyayaKotak AMC's Harsha Upadhyaya suggests a stock-specific, bottom-up approach, favoring large-caps due to valuation. While positive on financi...
- Lazy in largecaps, choosy in midcaps, and avoid the smallcaps? Here’s what Harsha Upadhyaya has to sayHarsha Upadhyaya, CIO-Equity of Kotak AMC, highlights the overvaluation in Indian markets, especially in mid and smallcaps. He suggests bei...
- Market looking at Q3 result season, Budget; not much movement likely in next 2-3 weeks: Harsha UpadhyayaKotak AMC's CIO, Harsha Upadhyaya, anticipates modest earnings growth in FY25, particularly in the second half. Market volatility is expect...
- Moderate expectations, markets to consolidate in H1 of Samvat 2081; invest in gold & silver too: Harsha UpadhyayaHarsha Upadhyaya of Kotak AMC recommends prioritizing largecaps and long-term compounding investments over midcaps or smallcaps. With past ...
- Liquidity will keep investors buying every dip; 2 themes to anchor portfolios in a few years: Harsha UpadhyayaKotak AMC's Harsha Upadhyaya emphasized the emerging significance of electric vehicles and artificial intelligence for future market themes...
- ETMarkets Fund Manager Talk: Mid, smallcap cos to deliver 7-9% higher earnings growth than Nifty: Harsha Upadhyaya, Kotak Mahindra AMCHarsha Upadhyaya predicts that mid and smallcap baskets are going to outperform the Nifty with 7-9% higher earnings growth. Strong SIPs sig...
- From risk-reward perspective, better to be tilted towards largecaps: Harsha UpadhyayaHarsha Upadhyaya, CIO-Equity at Kotak AMC, believes that while it is difficult to find value buys in the current market, there are sectors ...
- Kotak Mutual Fund announces change in fund managers for six schemesThe notice cum addendum also stated that the fund house has recently appointed Atul Bhole, Rohit Tandon, and Mandar Pawar as key personnel ...
- Markets have given good returns after every correction, says Harsha UpadhyayaMutual fund managers and advisors believe that small and mid cap categories are poised to take off now.
- Expect big bull market in largecaps when earnings hit mid-teens: Harsha Upadhyaya, Kotak AMC“We continue to remain underweight on IT, pharma and some of the other export businesses”
- Going forward, metals will be the problem sector: Harsha Upadhyaya, Kotak AMCGlobal and Indian demand need to be revived for steel stocks to do well.
- Global market selling may intensify if currency war extends further: Harsha UpadhyayaIf the currency war continues to gather momentum, we fear that the panic could spread to global stock markets, says Upadhyaya.
- Equity correction to create opportunity for value picking: Harsha Upadhyaya, Kotak AMCThe market is likely to remain rangebound in the very short term, but since valuations have corrected, there will be downside support, says...
- For first time, retail investors buying when FIIs are selling: Harsha UpadhyayaInvestors still look at equities for short-term thrills rather than long-term sustainable wealth creation, says Upadhyaya.
- India will outdo most EMs once global equity turmoil is under control: Harsha Upadhyaya, Kotak AMC"However, in the immediate short term, we cannot remain insulated from any of the things that are happening in global markets."
- Markets to hit new highs in H2FY16, but big moves unlikely in short term: Harsha Upadhyaya, Kotak AMCWe believe that in the very short term, there are no real triggers for the market to really make big moves, says Kotak AMC.
- Time to shift investments from other asset classes to equity: Harsha Upadhyaya, Kotak Mutual FundMore than just the GDP growth, equity returns were more linked with corporate profitability and the valuations, says Harsha Upadhyaya.
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