Tag: AMCs
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Quantum AMC’s Christy Mathai sees private banks, insurance as long-term bets amid earnings risks
Christy Mathai, Fund Manager-Equity at Quantum AMC, believes elevated crude and input costs could lead to earnings downgrades across sectors over the next year,...
The next phase of India manufacturing: HDFC AMC’s Rakesh Sethia breaks down real winners in EMS, aerospace & auto
India’s manufacturing sector is shifting from basic assembly to deep tech localization, driven by massive domestic demand and targeted policy incentives. In this exclusive...
See long-term opportunity in auto parts, aerospace and chemicals: AB Sun Life AMC’s Harish Krishnan
Harish Krishnan, CIO–Equity, Aditya Birla Sun Life AMC, sees opportunities in engineering exports, auto components, aerospace and chemicals as global companies diversify supply chains...
UTI AMC’s V Srivatsa bets on IT, sees banks and insurers poised for rerating
V Srivatsa, Executive VP-Equity at UTI AMC, remains positive on large private banks despite near-term pressure on NIMs, citing attractive valuations and stable credit...
PPFAS Mutual Fund among 15 AMCs to offer voluntary lock-in for folios. Here is how Sebi’s rule works
With Sebi allowing mutual fund investors to temporarily block any withdrawals or debits from their mutual fund folios, PPFAS Mutual Fund along with 15...
