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PMS. ANSHUL SAIGAL
Are PMS managers adding to the market fall? Anshul Saigal explainsPMS are managed accounts and clients have a greater involvement, points out Anshul Saigal, CIO of Kotak PMS. When the markets are doing wel...- Looking for value and margin of safety? 4 themes to invest in now: Anshul Saigal“A risk-off trade at play and now what really will generate significant value is the capitulation pace where those investors who are still ...
- Defence or FMCG – which is a better buy? Anshul Saigal analyses“The defence opportunity has arrived and we are only at the beginning of this big journey. In the case of FMCG, because these are so expens...
- Stay invested; over next 5-10 years, you can't go wrong in India: Anshul Saigal“I am a firm believer that this is India’s decade and that we are going to see something similar to what we saw during 2003-2008.”
- Anshul Saigal on where to hunt for the next compounder“There are many opportunities in the chemicals and pharma spaces where over the next five-10 years, significant value will get created.”
- Should you chase rallying stocks? Here’s what Anshul Saigal has to say“It is better to seek opportunities in pockets where valuations are still reasonable and where you have not seen an out-of-turn or a signif...
- Should you avoid IT stocks going into US elections?Earnings trajectory for IT companies is going to continue upwards over the next two to three years and definitely for the next two to four ...
- Cement on strong footing for next 6-12 monthsCement will be a beneficiary of infrastructure and real estate picking up, says Anshul Saigal.
- Not a rich deal! Woes spilled over for most PMS alpha chasers in MayWith a 3.62% return, ICICI Prudential Largecap Portfolio emerged as the top gainer in May.
- Stocks that held the fort for 3 best performing PMSes in last one yearBSE benchmark Sensex is down 17 per cent for last three months.
- We are looking into cyclicals like sugar, PSUs: Anshul Saigal, Kotak PMSIn 2003-5, during second Iraq war, markets went up meaningfully for both largecaps and mid and smallcaps.
- Search for good picks in real estate and chemical sectors: Anshul Saigal, Kotak PMSLooking at results on a quarterly basis and in absolute terms not the right way to assess opportunities.
- Slowdown is cyclical, earnings growth to accelerate in next 2 years: Anshul Saigal, Kotak PMSQuality names in auto, FMCG and consumer staple space have corrected 30-70%.
- Kotak’s Anshul Saigal sees value in these 3 pockets. Find out whyGo for quality businesses trading at reasonable valuations, with potential for growth, says Saigal.
- Can't say about next month, but I know where to make money in next 2-3 years: Anshul Saigal, Kotak PMSIf you get perturbed by volatility, you will miss out on opportunities, says Saigal.
- Both Bharti and Vodafone right issue prices quite attractive: Anshul SaigalGoing forward, fundamentals or earnings growth will have to justify valuations, says Saigal.
- Anshul Saigal on three themes to invest in nowOne has to be very picky and choosy in terms of valuation, says CIO of Kotak PMS
- FPIs pour Rs 5,000 crore in debt markets in just 4 trading sessionsThis comes following a net inflow of Rs 1.4 lakh crore in last eight months.
- Trump Effect: Stagger bets in IT, pharma funds to beat sector heat, advise analystsThe pharma fund category lost 5%, while the technology segment is down 3% in the past year, according to Morningstar. During the same perio...
- Stagger bets in IT, pharma funds to beat sector heat, advise analystsPharma funds have lost 5 per cent, while the IT segment is down 3% in the past year.
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