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SAILESH RAJ BHAN
Gold’s run may cool, consumption and pharma could lead next leg of growth: Sailesh Raj BhanNippon India Mutual Fund’s CIO Sailesh Raj Bhan says it’s time to rebalance portfolios as gold’s strong run gives way to earnings-led equit...- Earnings should be back to double-digit over next 2 years: Sailesh Raj BhanSo, if you look at the PSU construct, PSU banks specifically the leaders are sensibly priced so there is no challenge there. The challenge ...
- Sailesh Raj Bhan on new multi-year investment themes and where to invest in smallcaps“We are also seeing a significant amount of paper now coming about. The core area to watch for is the Rs 10,000-20,000-crore range market c...
- Euphoria on Dalal Street draws warning from top-performing fund of 2023Global funds piled a net $17 billion into the nation’s equities in the first eight months of this year as optimism over growth in the econo...
- A multi-asset fund is an all-weather proposition for conservative investor, says Sailesh Raj Bhan"A multi-asset allocation fund works well to ensure a diversified portfolio with ingredients that have a very low correlation with each oth...
- Utilities a good growth story rather than just value play: Sailesh Raj BhanSo, it is a cyclical change which can last for 5-10 years in terms of growth rates in utilities or power utilities.And as you know, the siz...
- 3 sectors Sailesh Raj Bhan is bullish on for near termBut you know, there is a case we are finding that in a lot of pockets, euphoria is getting built up, especially select pockets where mid-si...
- Sailesh Raj Bhan on what to do with IT and pharma stocks nowThe IT sector is experiencing slower growth rates, which could lead to a correction in the current 20-multiple valuation of these businesse...
- Manish Gunwani quits Nippon India MF; Shailesh Raj Bhan is new CIO - equityGunwani was managing many popular schemes like Nippon India Flexi Cap Fund, Nippon India Growth Fund and Nippon India Balanced Advantage Fu...
- Why growth at reasonable prices is still the best strategy“We should be open to the fact that these large quality names with sky high valuation or multiples could give away even more as growth star...
- Consumer discretionaries are in a sweet spot for next 12-18 months: Sailesh Raj Bhan“There is a very strong earnings environment from a three-year horizon in India.”
- Current valuations for most large pharma companies still reasonableThe health crisis has brought the focus back to the medical fraternity and the pharma sector. While the sector was already under recovery s...
- Fund manager eying India stimulus bets on domestic demand stocksThe S&P BSE Sensex is down 23% from its January record high following a sell-off in March.
- Attractive value bets available in every pocket of the market: Sailesh Raj BhanRetail investors are far more resilient than before, says Deputy CIO at Nippon India Mutual Fund.
- Earnings will accelerate if no macro headwinds occur: Sailesh Raj Bhan, Reliance Mutual Fund"Despite challenging reforms, we have seen acceleration in demand in many sectors reflecting the shift in overall economic activity levels,...
- Pharma sees surge in domestic interest even as FPIs cut betsAnalysts said concern over near-term prospects may have prompted FPIs to sell.
- Fund review: Reliance Top 200 FundReliance Top 200 scheme invests 70-80 per cent in top 100 companies and remaining in the mid-and small-sized companies.
- Invest in pharma funds with a three to five year horizonAt a time when the equity markets are performing badly, defensive sectors like Pharma are supposed to remain shock-proof from events like d...
- Market is polarised due to distortions in valuations: Sailesh Raj Bhan, Reliance Capital AMC"There is one part of the market which is available at disproportionately higher index levels and the other segment is available at much lo...
- Reliance MF to launch new close-ended equity schemeReliance Mutual fund today said it will launch a new scheme -- Reliance close-ended equity fund- series A -- having a five year lock-in per...
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