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KARTHIKRAJ LAKSHMANAN
Crude oil shock clouds near-term outlook, but FY27 earnings growth still intact: Karthikraj LakshmananUTI AMC's Karthikraj Lakshmanan sees cautiously optimistic Indian market outlook with intact FY27 earnings trajectory, despite near-term cr...
Fundamentals intact but markets search for fresh triggers, says Karthikraj LakshmananIndian equities are navigating uncertainties, with strong fundamentals and a supportive macro environment. Despite a disconnect between on-...
ETMarkets Smart Talk | Capex and consumption may steal the show in Budget 2026: UTI AMC’s Karthikraj LakshmananUTI AMC's Karthikraj Lakshmanan anticipates Budget 2026 will balance fiscal discipline with growth, focusing on capital expenditure and con...
New labour laws may put India on a pro-business growth path: Karthikraj LakshmananNew labour reforms are reshaping India's economic outlook. Manufacturing is seen as a key growth area, benefiting sectors like pharma and a...
IT valuations back to Pre-Covid levels, long-term case strengthens: Karthikraj LakshmananAttractive valuations in the IT sector are drawing investor attention despite patchy short-term fundamentals, with outsourcing opportunitie...
Private banks, consumption and metals drive optimism amid earnings seasonMarket experts are closely monitoring private banks for structural growth, expecting them to outpace the industry. Consumption plays are se...
NFO Alert: UTI Mutual Fund launches multi-cap fundUTI Mutual Fund has launched the UTI Multi Cap Fund, an open-ended equity scheme investing across large-cap, mid-cap, and small-cap segment...
Prefer staggered investment approach; expect early double-digits earning growth in FY26: Karthikraj LakshmananKarthikraj Lakshmanan of UTI AMC projects single-digit earnings growth for FY25 and early double digits for FY26. He suggests focusing on l...
Karthikraj Lakshmanan on why UTI AMC is overweight in these 3 sectorsKarthikraj Lakshmanan discusses market corrections, largecap advantages, and positive outlook on India's growth. Emphasizes opportunities i...
Double digit earnings growth expected to continue for next couple of years: Karthikraj Lakshmanan, UTI AMCThe markets are turning volatile as we approach the Budget. Karthikraj Lakshmanan, Investment Analyst at UTI AMC, has a preference for priv...
Private banks can grow faster than industry, says UTI AMC's Karthikraj LakshmananPrivate banking is one space where longer-term growth can be faster than industry, and the banking industry itself could grow faster than t...
Avoid cyclicals as capex may be pushed back a year or two: BNP AMC'Private capex in infra is still sometime away and you need to catch cyclicals at the right point to benefit out of the stock price movemen...
This fund that beat 96% of peers bets on financial stocksIndia’s lending crisis isn’t over. And yet, the counts financial stocks as its biggest bet.
BNP Paribas Dividend Fund: A safe haven for cautious playersThe scheme has beaten its benchmark and peers by a reasonably good margin.
Be selective in stock picking; HFCs still look good: Karthikraj Lakshmanan, BNP Paribas MFHousing finance is among few pockets where we may have consistent sustainable earnings growth.
Be selective, focus on growth: Karthikraj Lakshmanan, BNP Paribas MFAsset quality recognition of corporate banks has started and resolution process is on.
BNP Paribas launches Balanced FundThe open-ended fund will be available for subscription on 17 March 2017.
Sensex, Nifty end flat after 300-point swing; metal, bank, capital goods stocks fallInfrastructure, gems & jewellery, petrochemicals, IT and tobacco were among the top gainers, while iron & steel and rubber sectors were amo...
Should I invest in smallcap funds to benefit from tax breaks for small firms?The finance minister has proposed to reduce corporate tax for small companies with an annual turnover of up to Rs 50 crore to 25 per cent.
NFO Review: BNP Paribas Enhanced Arbitrage FundEquities, equity related instruments and derivatives will constitute 65-90 per cent of the total corpus. The rest will be invested in debt ...