EMKAY INVESTMENT MANAGERS LIMITED
Buy Dalmia Bharat, target price Rs 2200: Emkay Global
Dalmia Bharat Ltd., incorporated in the year 2013, is a Mid Cap company (having a market cap of Rs 34883.86 Crore) operating in Cement sector.
Emkay Investment Managers launches Emkay Capital Builder Fund AIF
The Emkay Capital Builder AIF is designed to generate long-term capital appreciation for investors through a carefully curated portfolio of equity and equity-related securities. The fund will maintain a multi-cap portfolio comprising approximately 20-25 stocks, ensuring a diversified and balanced investment strategy.
Fund Manager Talk | PSU stocks in 3 sectors offer value for long-term investors: Charanjit Singh, DSP Mutual Fund
We expect the Government to remain focussed on infra investment even during the third term. Since FY21, the government has focussed on building infrastructure with central government expenditure rising from 1.7% of GDP in FY21 to 3.3% of GDP in FY24.
ETMarkets Smart Talk: Modi 3.0 unlikely to be over-populist at the cost of compromising fiscal discipline: Amar Ambani
In my opinion, the election event is done and dusted, and the market won’t read too much into it, to endure drastic corrections akin to the knee jerk reactions seen on poll outcome day.
Why is it right time to reshuffle your portfolio? Feroze Azeez answers
Now if you come to the contemporary situation that general election is over, the mandate of the new government is also reasonably clear, the NDA is going to form a government in 99% of the situations, which is going to be a stable government because you have 292 seats on a pre-poll alliance, UPA 1, UPA 2 also you would not see one single party having a majority greater than 272, 273, so it is a stable government, that is one thing behind us now.
Plan to invest Rs 10 lakh post election outcome; Kaustubh Belapurkar gives asset allocation strategy
Most investors are best served by investing into diversified equity funds, where fund managers will express their conviction on sector/themes stocks, with graded underweight/overweight calls.
- Go To Page 1
Sebi issues show cause notice to PB Fintech Chairperson Yashish Dahiya on $2 million investment
PB Fintech is pursuing legal action regarding the SCN and maintains that there will be no material impact on the company's financials or operations. The announcement was made after market hours and the stock ended at Rs 1,288 on the NSE, down by 5.35 or 0.41%.
ETMarkets Smart Talk: There will be political stability; healthcare could turn out to be the dark horse in FY25: Aditya Khemka
Global investors haven't got much choice but to remain invested in India and perhaps increase allocations despite the political uncertainty.
Stage set for Modi 3.0; which sectors are likely to see growth?
With BJP bagging 240 seats and NDA 291, a much less than expected results in the polls, investors will be looking forward to reviewing their portfolio, prompting predictions on policy recalibration by experts.
Be a contrarian in such times, if they have strong parent: 5 midcap stocks belonging to large industrial houses with upside potential of up to 49%
At a time when the market is digesting an election result which it did not expect. Questions are bound to come to about what should be done with mid-cap stocks. Is there a possibility that we might see more corrections ? The answer is yes. More than anything else, the reason for the correction would be the valuations and the fact that there was and still froth in some segments of the market. Should you buy mid-caps, the answer is yes. The question is what are you buying and for what time frame. And the bigger question is does the management have a proven track record that if tough times comes then it can steer the company through a tough time. If these tick marks are done, then ignore the political noise which all the political analysts are going to bring on table and surely there is no dearth of them. Focus on what is the business and who is running that business.
Maruti Suzuki to invest Rs 450 crore over the next 3 years on renewable energy initiatives
Maruti Suzuki India plans to invest Rs450 crore in renewable energy initiatives like solar power and biogas over the next three years. The company has commenced production at its biogas plant at its Manesar facility by harnessing food waste and Napier grass resources.
PSU stocks feel poll result heat; Cochin Shipyard, Bharat Dynamics worst hit, fall up to 10%
PSU stocks like Cochin Shipyard and Bharat Dynamics fell by 10% following the BSE PSU index's 4% drop post Lok Sabha election results. Analysts remain positive on PSUs as they see government entities having an advantage.
ETMarkets PMS Talk: We will see a strong build up for India as a single-country destination for FII flows: Tridib Pathak
India’s growth gap over the rest of the world is widening and India will be the fastest-growing major economy in the world over the next 5 years at least.
Did you miss these wealth creators? Top 40 index funds give 50-100% returns in 1 year
Index funds gain popularity, with AUM rising 30% to Rs 9.6 lakh crore in a year. Over 40 funds yield 50-100% returns. Index funds offer low-cost and straightforward equity market exposure.
Can Vodafone Idea stock trade above Rs 20 in next one year? Hemang Jani answers
I think there is a growth in terms of volume, given the kind of appetite that people have for jewellery and also, we feel that you will see stable margins once there is a little bit of stability in the gold prices. So, valuations, I do not think is too much of an issue. It is all about how big the opportunities and how Titan can deliver growth. We have a positive view. I think it is a part of the core portfolio.
What kind of election results would shake up the markets? Seshadri Sen answers
Seshadri Sen discusses the impact of BJP's majority in the upcoming elections on the economy, focusing on manufacturing, infrastructure, and capital goods sectors. sen says the the only negative outcome for the markets is that the BJP falls considerably short of the absolute majority. All other outcomes are largely the same.
Emkay sees Nifty at 24,500 by year-end
Manish Sonthalia, chief investment officer at Emkay Investment Managers, suggested investors to follow a multi-cap approach with equal proposition in large-caps and mid-caps to take advantage of a broad-based growth in Indian equity markets.
Nifty to hit 26,500 in next 18 months, predicts Emkay Investment Managers
The domestic brokerage expects Nifty earnings growth of 15%. It has suggested investors adopting a multi-cap approach, with equal proposition in largecaps and midcaps, to take advantage of a broad-based growth in Indian equity markets. Here are 5 themes to watch out for as suggested by Emaky.
Indian stocks to rise another 7% this year, says Emkay Investment
Emkay Investment Managers predicts a 7% rise in India's Nifty 50 stock index by year-end, emphasizing valuations, sector preferences, and market reactions to election outcomes.
Election creates Rs 26 lakh crore stock boom. All greed, no fear on D-Street?
Impatient investors drive Sensex up 3,570 points in Rs 26 lakh cr rally ahead of Lok Sabha elections. Historical trends suggest further market movements. Market insiders cautious about BJP's seat tally impact on stocks.
Markets to get surprised on the positive side if the NDA numbers are closer to 400: Manish Sonthalia
Manish Sonthalia, CIO at Emkay Investment Manager, discusses potential dark horses in commodities, specifically metal, and highlights sectors like public sector units, BFSI, banks, and IT performing well this year. sonthalia says everything seems to be priced into perfection or more than perfection when it comes to the extreme short term or even the short term.
ETMarkets AIF Talk: Fund Manager of Rs 1200 cr AUM reveals 4 key factors for wealth creation in small & midcaps
Aditya Sood, Fund Manager at InCred Asset Management, discusses small companies' growth potential in an interview with ETMarkets. Sood says that the cost of capital in India will structurally decline over the next 5-7 years, benefiting small and mid-cap companies. Many of the investee companies, though small in size, are already market leaders or challengers in niche industries with substantial growth potential
An investment advisor – A planner for your financial dreams
Globalisation, urbanisation, and technology have impacted the Indian lifestyle, blending tradition with modernity. The anticipated growth in Indian household wealth underscores the need for effective investment planning and wealth management.
360 ONE Prime to raise Rs 500 crore through NCD, effective yields may go up to 9.8%
360 One Prime on Friday opened its second tranche of fund raising of Rs 500 crore through the issue of non-convertible debentures (NCD) which might effectively yield 9.2% to 9.86% p.a. The issue will be closed on June 6.
In the fight between bulls and bears, these set of companies always win: 4 stocks with upside potential of up to 21%
Recently the finance minister, Nirmala Sitharaman spoke about the risk of unchecked explosion of future and option trading. Before that, there was a SEBI study, which mentioned that 90 % of the individuals who trade in future and options ( F&O) end up losing money; only 10% are able to make profit. But there is another side to the story. First is that trade volumes in this segment are only going to rise. Second, what is the common between both the losers and winners? They both brokerage to their stock broker and also pay transaction fees to the stock exchange. So, who is the constant and permanent winner? The stock exchange and the stock broker. Yes, policy makers will bring in more checks, but the hard fact is that those checks will only be partially effective for a short period of time as the turnover in the F&O will continue to rise for the foreseeable future. One can control anything, but not the hope and greed on the street.
Focus on both, the sector & stock and then stay with them: 4 smallcap stocks for medium- to long-term perspective
Knowing risks and managing those risks are two different things. Knowing risk is easy, everyone knows that small cap stocks are probably the riskiest part of the stock market. but managing the risk is more complicated than it appears. Why are we bringing this up at this point of time ? Because the risk on trade which has been in place in the Indian equity market , got a significant boost when state elections results indicated higher probability of the present central government coming back to power.
Time to look at long-term stories rather than momentum picks now: Seshadri Sen
Seshadri Sen analyzes market dynamics post-exit poll, emphasizing short-term corrections and long-term investment strategies in manufacturing, consumer discretionary, cement, and aviation sectors. He advocates strategic stock selection and patient investing for optimal returns.
ETMarkets AIF Talk: Betting on India, this fund manager turns Rs 1 cr investment into Rs 5 cr in 11 years
Emkay Capital Builder achieved impressive 16.75% CAGR returns, growing an initial Rs 1 crore investment to Rs 5.5 crore over 11 years. Sachin Shah provided insights on India's per capita income and outlined strategies for a prosperous future. He also says he anticipates accelerated growth in five key themes in the coming years, presenting exceptional opportunities for bottom-up stock selection and the creation of winning portfolios.
Why did the market plunge and climb back to the top again? Manish Sonthalia on 5 themes to invest in
Manish Sonthalia says the market fall had been overdue as some segments of the market were frothy in the broader markets and that led to a correction of sorts . But in general, markets are not very expensive. Sonthalia highlights reasonable market valuations and the significance of investment themes and order books for future growth. Anticipates gradual earnings realization for slightly higher valuations.
Load More
