Renaissance Investment Managers CIO Pankaj Murarka expects Indian markets to deliver low-teens returns as growth resets and valuations peak...

Pankaj Murarka of Renaissance Investment Managers views Indian equity market as overvalued. They have exited defence exposures due to high ...

Pankaj Murarka, CIO of Renaissance Investment Managers, highlighted a potential shift in global markets due to expected US Federal Reserve ...

I think broadly, directionally, earnings momentum and economy remains in good shape. So, probably a pullback or some consolidation should b...

Murarka managed the flagship Axis Equity Fund since June 2013 and Axis Midcap Fund since its inception in February 2011.

"It’s a great opportunity for the government to use the Budget to accelerate investments in the domestic economy," Pankaj Murarka said.

In a chat with ET Now, Pankaj Murarka, Fund Manager, Axis MF, talks about where to perk your money in a falling market.

"Among midcaps, there could be some significantly overpriced stocks, but there will always be some attractive opportunities from a medium-t...

Over the last year, the markets have moved pretty significantly and, in fact, this is the first meaningful correction we have in the bull m...

"It is just a matter of time. Perhaps over the next 3-4 quarters this uptick will spread across other sectors of the economy."

"Equity as an asset class has done exceedingly well over the last six quarters. The outlook going ahead is even more promising."

'This whole global meltdown or correction in commodity prices and nervousness are actually beneficial to India and put India in a very swee...

"It is a phenomenally good time to invest into the markets. Any correction should be a great opportunity to invest."

'Since India is a classical cyclical recovery story, therefore going forward, as growth recovers, earnings growth is likely to accelerate,'...

"Effectively, from a valuation perspective the markets are about 50% cheaper than what they were when they hit 21000 last time around."

"We do not see a sharp 'V' kind of recovery in the domestic economy and we are positive on autos from a structural perspective."

"Our portfolio strategy has not changed much over the last month. It essentially focuses on buying quality businesses which can deliver sus...