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Tushar Pradhan, CIO, HSBC Mutual Fund
“Our research shows that a disciplined approach to buying companies that look attractive on this matrix provides significant longer term outperformance.”..
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Vikaas Sachdeva, CEO, Edelweiss Asset Management Ltd
“At Edelweiss, the core quant philosophy is to build adaptive strategies that beat the market consistently with diversified portfolios.”..
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Kaushik Dani, Head of Equity, Peerless Funds Management Company
“For the year 2012, we expect the Sensex to end with single digit returns.”..
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Mr. Chaitanya Pande, Head - Fixed Income, ICICI Prudential AMC
“RBI policy over the next two quarters will be key to market direction. There is a significant need for hikes in administered oil prices for market stability and fiscal prudence.”..
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Bikram Sen, Director & CEO, ArthVeda Fund Management
"The company will not restrict itself to only real estate funds but intends to grow its fund management business across different asset classes.”..
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Jimmy A Patel, CEO, Quantum Mutual Fund
“The precise mix of equity, fixed income and gold--either directly or via mutual fund investments--is a function of every investor’s needs, the time horizons, and the ability to withstand sharp and su..
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Mr. Neelesh Surana, Head-Equity, Mirae Asset Global Investments (India)
“Macro worries call for applying stringent filters while selecting stocks with respect to cash flows, pricing power, leverage, ability to withstand oil, interest rate and currency.”..
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Mr. Puneet Pal, Fund Manager, UTI Mutual Fund
“Inflation will peak out by the end of the calendar year, and thereafter interest rates are likely to be stable,”..
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N Sethuram Iyer, Chief Investment Officer, Daiwa Asset Management (India) Pvt. Ltd
“The current low valuations and the expectation that growth would rebound to over 8% in FY 2013, lead us to believe that the equity markets will rerate and deliver handsome returns over the next one y..
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Mr. Killol Pandya – Head, Fixed Income, Daiwa Asset Management (India) Pvt. Ltd
“Investors also need to be told that debt funds are not just meant for 'institutional investors' and HNIs.”..
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Mr. Kaushik Dani, Head – Equity, Peerless Fund Management Company
Speaking with Yash Ved and Poonam Chopra of IIFL, Kaushik Dani says, “We expect inflation to be between 7-9% over the next 6-9 months.”..
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Mr. Arvind Bansal, VP & Head-Multi Manager Investments, ING Investment Management India
Replying to Anil Mascarenhas of IIFL, Arvind Bansal says, "Multi Manager is one of the core engines for ING Investment Management India." ..
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Akshay Gupta , MD & CEO, Peerless Fund Management Company Ltd.
Replying to Yash Ved of IIFL, Akshay Gupta says, "Retail investors should go in for hybrid plans, which have a mix of both debt and equity."..
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Prateek Agrawal, Head - Equity, Bharti AXA Investment Managers
Replying to Anil Mascarenhas of IIFL, Prateek Agarwal says "We are bearish on sectors like FMCG where the competitive intensity is rising and the growth rates are sub economy while the valuations are ..
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Sadanand Shetty, VP & Sr Fund Manager - Equity, Taurus Mutual Fund
Replying to Anil Mascarenhas of IIFL, Sadanand Shetty says, "Periodic review and corrective action is important to get the optimal returns from the portfolio."..
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Sanjay Sinha, CEO, L&T Mutual Fund
In an exclusive interaction with Hemant P. Maradia and Fahima Shaikh of IIFL, Mr. Sinha says, "India stands out due to strong pace of GDP growth, which should be sustained over the next few years."..
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Harsh Upadhyaya, Fund Manager, UTI
Harsha Upadhyaya says, ‘We may see some amount of volatility in 2010, but for the long term, we are bullish.’ ..
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Pradeep Kumar, Fund Manager, Religare
MR Pradeep Kumar says,‘Consumer staples, IT, healthcare and oil & gas should out-perform and industrial and materials should under-perform during the year.’ ..
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Reliance Mutual Fund
Reliance Fund house says “Investors should shift their focus from consumption related sectors to capex and Infrastructure sectors...
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Kenneth Andrade, Fund Manager, IDFC
Mr Kenneth Andrade says, “In light of current expectation for FY11 fiscal deficit and government borrowing programme, we expect bond yields to harden during the year by over 50bps and range between 8-..
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