HARSHA UPADHYAYA
No sectoral trends in largecaps or midcaps, we are doing bottom-up evaluations: Harsha Upadhyaya, Kotak AMC
There are lots of midcaps which are in a structurally good business, but somehow cyclically they are facing headwinds. Those are the ones where you can make money in the medium term, says Harsha Upadhyaya, CIO- Equity, Kotak AMC in an intervie...
Post Q1, FY19 earnings will get downgraded a bit: Harsha Upadhyaya, Kotak AMC
I do not see a fundamental reason for market to move up sharply from these levels but liquidity can move it either ways in the short term, Harsha Upadhyaya, CIO-Equity, Kotak AMC, tells ET Now. Post Q1, FY19 earnings will get downgraded a bit: Harsha Upadhyaya, Kotak AMC
India continues to be a great long-term story: Harsha Upadhyaya, Kotak AMC
Next six, eight months would be a period of consolidation for Indian markets at best, Harsha Upadhyaya, CIO-Equity, Kotak AMC, tells Tanvir Gill of ET Now in an exclusive interview. India continues to be a great long-term story: Harsha Upadhyaya, Kotak AMC
Seeing sharp improvement in consumer sentiment in economy: Harsha Upadhyaya, Kotak AMC
Seeing sharp improvement in consumer sentiment in economy: Harsha Upadhyaya, Kotak AMCSeeing sharp improvement in consumer sentiment in economy: Harsha Upadhyaya, Kotak AMC
Still bullish on domestic biz, underweight on IT and pharma: Harsha Upadhyaya
In an exclusive interview with ET Now, Harsha Upadhyaya, CIO-Equity, Kotak AMC, says one has to have patience and continue picking stocks rather than jumping into buy market at every level.Still bullish on domestic biz, underweight on IT and pharma: Harsha Upadhyaya
Continue to be underweight on IT, pharma biz: Kotak AMC
In a chat with ET Now, Harsha Upadhyaya, CIO - Equity, Kotak AMC, says he expects to see good earnings from cement, consumer discretionary, oil & gas space.Continue to be underweight on IT, pharma biz: Kotak AMC
Forgotten sectors like oil and gas, metals taking leadership now: Harsha Upadhyaya
In a chat with ET Now, Harsha Upadhyaya, CIO–Equity, Kotak AMC says to an extent, oil and gas sector as a whole and metals have started to take the leadership now.Forgotten sectors like oil and gas, metals taking leadership now: Harsha Upadhyaya
'Positive on manufacturing industry this earnings season'
In a chat with ET Now, Harsha Upadhyaya, CIO-Equities of Kotak Mahindra Asset Management, shares his views on markets.'Positive on manufacturing industry this earnings season'
Midcaps can give decent returns in five years: Harsha Upadhyaya, Kotak Mutual Fund
Midcaps can give decent returns in five years: Harsha Upadhyaya, Kotak Mutual FundMidcaps can give decent returns in five years: Harsha Upadhyaya, Kotak Mutual Fund
In 10-12 trading days, $1.6 bn has flown: Kotak AMC
In a chat with ET Now, Harsha Upadhyaya, CIO- Equities, Kotak AMC, one has to be really choosy in the IT sector. I do not think all the companies in the IT sector will perform uniformlyIn 10-12 trading days, $1.6 bn has flown: Kotak AMC
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