Indian markets are seeing sector rotations. Jitendra Gohil of Bajaj Alternate Asset Management says investors should be selective. Strong c...

Bajaj Group has taken a bold step by appointing a chief investment officer from Kotak, a move that signals heightened competition for elite...

Kotak Alternate Asset Managers believes the market is poised for growth. A good festive season and positive monsoon reports are expected. R...

Kotak Alternate Asset's Jitendra Gohil anticipates heightened competition across Indian sectors due to government initiatives and reduced b...

Kotak Alternate Asset Managers' Jitendra Gohil notes improved macro stability in India is aiding FPI sentiment, though sustained buying hin...

While he cautions that equities may face pressure and deliver subpar returns in the near term, he believes the current environment presents...

Overall Nifty earnings should stabilise going forward. So, we are of the opinion that Nifty 50 index if I look at the valuation is currentl...

Jitendra Gohil from Kotak Alternate Asset Managers sees potential in domestic auto sectors, especially tractors and CV players, while advis...

Jitendra Gohil of Kotak Alternate Asset Managers believes the earnings downgrade due to slowed growth is largely factored in, with a 2-3% c...

We are a little bit concerned about what is happening globally. But net-net, if commodity prices continues to fall, India will see even fur...

The global brokerage has told investors to remain defensive in the near term and focus on domestically exposed companies that could benefit...

“In the first half, India’s equity market can remain buoyant and resilient. More challenges are like in the second half.”

"India's response to the COVID-19 crisis lacks major or innovative near-term fiscal support, and fails to provide the much-needed impetus t...

Flows to equities should accelerate soon, says the Head India Equity Research at Credit Suisse Wealth Management.

"If a person moves from villages to urban areas, his consumption pattern changes"

When per capita income rises, the consumption ability goes up: Jitendra Gohil, Credit Suisse.

"Now almost like 55% of four-wheeler market is actually premium in terms of premium hatchbacks and UVs. "