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MUTUAL FUNDS NEWS
Keep looking at opportunities and valuations around them: Harsha Upadhyaya, Kotak AMC
Thu, Oct 26, 2023     Source : Economic Times
Harsha Upadhyaya, CIO-Equity, Kotak AMC, says “from a medium- to long-term perspective, we still continue to be quite positive on India from both earnings perspective as well as how markets are expected to...
MUTUAL FUNDS NEWS
Nilesh Shah denies rumours of leaving Kotak MF to join Jio BlackRock
Thu, Sep 07, 2023     Source : Economic Times
Dalal Street's veteran fund manager Nilesh Shah on Wednesday denied rumours floating on social media claiming that he has resigned from Kotak Mahindra AMC and will join as CEO of the yet-to-be-launched Jio...
MUTUAL FUNDS NEWS
Kotak Nasdaq 100 Fund of Fund: What an investor needs to know before diversifying into it
Wed, Sep 06, 2023     Source : Economic Times
Harsha Upadhyaya, CIO-Equity, Kotak AMC, says the “Indian market has performed much better than many other economies including the US economy and also our monetary policies were not what the US or some of ...
MUTUAL FUNDS NEWS
Best 'asana' in market is to stay invested for a long term growth story: Nilesh Shah
Thu, Jun 22, 2023     Source : Economic Times
"Well, if there is no asana, we can always create one. And I think the best asana in the market is, stay invested for a long term growth story," says Nilesh Shah, MD, Kotak AMC.
MUTUAL FUNDS NEWS
This is a 'Main Hoon Na' policy of RBI, very-very reassuring for the markets: Nilesh Shah
Fri, Jun 09, 2023     Source : Economic Times
"Undoubtedly, the RBI policy is as per the expectations of the market. It almost reminds me of Sunil Gavaskar, the legendary opening batsman, no matter what the attack was he was standing there without fea...
MUTUAL FUNDS NEWS
RBI rate hike like an insurance policy, erring on side of caution: Nilesh Shah, Kotak AMC
Thu, Feb 09, 2023     Source : Economic Times
"In our opinion, RBI will have to probably intervene to the extent of anywhere between 10% and 15% of the government's net borrowing programme next year so that yields do not cross the Lakshman Rekha," say...
MUTUAL FUNDS NEWS
Tsunami of money to flow into Indian market in next few years: Anshul Saigal, Kotak AMC
Fri, Dec 09, 2022     Source : Economic Times
The strong growth registered by India and the resilience to global shocks has put it in a favourable position within the emerging market pack, making way for country-dedicated allocations by foreign invest...
MUTUAL FUNDS NEWS
Next year will see a fight between fund flow versus fundamentals: Nilesh Shah, Kotak AMC
Fri, Nov 25, 2022     Source : Economic Times
“We generally follow the fundamental side because funds can turn overnight, fundamentals take time to turn. Fundamentals, like oil tankers move slowly but they can withstand the storm.
MUTUAL FUNDS NEWS
Don’t chase the momentum, stagger investments: Harsha Upadhyaya of Kotak MF
Fri, Sep 09, 2022     Source : Economic Times
“Since valuations are above the fair range of valuations at this point of time, there is no need to chase the momentum in the market.
MUTUAL FUNDS NEWS
India an oasis in a global desert? Nilesh Shah on what will drive market for next 3-5 years
Wed, Sep 07, 2022     Source : Economic Times
"Many of our peers have better infrastructure and higher competitiveness, but none of them have a large domestic market like us.
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