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HEMANT KANAWALA
ETMarkets Smart Talk: Sell in May? FIIs might pause, but earnings will steer market: Hemant KanawalaHe discusses the impact of potential US tariffs on the pharma sector, the benefits of falling crude oil prices for India, and why a discipl...- ETMarkets Smart Talk: $9 bn selloff in October by FIIs; smart money moving to China: Hemant KanawalaForeign Institutional Investors (FII) sold over $9 billion in equities in October, increasing exposure to China after policy changes. The m...
- Market should spend more time in 18,000-20,000 range before forging ahead: Hemant Kanawala“The US 10-year moving up is definitely a headwind to all the risk assets globally. Within that emerging market spectrum, we believe India ...
- Vulnerable bank stocks are a risk for index investorsYes Bank Ltd. has slumped more than 70 per cent this year, the worst performer on the gauge.
- Insurer’s stock fund picks infrastructure over consumptionGovt plans to spend about Rs 1.6 lakh crore on transportation infrastructure this year.
- Will this market rally prove to be its own doom?Complacency that markets won’t correct is the biggest risk, says equities head of Kotak Life.
- Consumer discretionaries, private banks, cement, are themes to bet on: Hemant Kanawala, Kotak Life InsuranceIncrementally, news flow in India is turning positive but there are some headwinds building globally
- Consumption is going to drive economy and markets going forward: Hemant Kanawala, Kotak Life InsuranceHaving rallied 15 per cent and funds flows slowing down, the market is likely to see some consolidation.
- Why Shiller PE is a better measure of valuation of stocksThe traditional PE takes the earnings of the trailing 12 months into account while the Shiller PE uses 10-year data, thus eliminating the p...
- Sensex logs best post-Budget week in 10 years: Can you see the bulls?Sensex has managed to log its best week post a Budget in over 10 years. The index of India’s bluechips logged an impressive 1,646-point ral...
- Cement, automobiles, private banks make sense in near term: Hemant Kanawala, Kotak Life InsuranceThere is a support from the domestic investors but the joker in the pack remains the FII flows.
- No prop for market; FPI flows to stocks in 2015 third worst in 13 yearsBy November, India had witnessed an inflow of Rs 96,018 crore in 2014, Rs 97,050 crore in 2013 and Rs 1,03,272.10 crore in 2012.
- Pledging by promoters on the rise: Why investors should be bothered about this trendThough the stock market is stable at present, some worrying signs like the jump in promoter pledges at the end of the last fiscal should no...
- Earnings upgrade will be the next big trigger for markets: Hemant Kanawala, Kotak Life Insurance"The market will wait for signs of earnings upgrade and as of now, the expectation is that in FY15, there is not going to be any major earn...
- Markets may remain range-bound if earnings don’t get revised upwards: Hemant Kanawala, Kotak Life Insurance"According to us, the market will continue to look for earnings visibility and consumption side of the economy still offers good earnings v...
- Valuations giving biggest trigger to the market: Hemant Kanawala, Kotak Life Insurance"There are trading opportunity if your outlook is positive over 6 to 12 months, but the environment itself becomes uncertain in such a situ...
- Bullish on rate sensitives right now: Hemant Kanawala, Kotak Life Insurance"FII flow continues to remain pretty strong and on the back of it, the rally may continue in the near term."
- Positive on pharma and IT sector, underweight on commodities: Kotak Life InsuranceAlthough the earnings on consumption stocks were very robust, but incrementally because of valuation we have brought down our exposure ther...
- Valuations of PSU banks are cheap: Kotak Life InsuranceThere are concerns but if interest rates are likely to be cut and if that expectation gets build, then one should be buying PSU banks aggre...
- Downside looks limited, but market needs better earning triggers for upside: Hemant Kanawala, Kotak Life InsuranceThe consumption story in India is not over. However, after high growth of 2 years, we should see a slowdown now, said Hemant Kanawala.
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