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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, CFO, 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 sudden erosions in investments.”
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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 year.”
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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 usually higher than the market average"
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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 8-8.25% yield.”
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Sankaran Naren, Fund Manager, ICICI Prudential
Mr S. Naren says, “Market will continue to demonstrate volatility and only a judicious asset allocation approach will give investors the opportunity to adopt the counter-cyclical investment philosophy of investing when the market goes down and booking profits when the market goes up.”
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Prashant Jain, Fund Manager, HDFC
Mr Jain says, “The key expectation from this budget is a clear roadmap to reduce fiscal deficit. Apart from a phased / full roll back of fiscal stimulus, oil product pricing reforms are urgently needed.”
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S. Naganath, Fund Manager, DSP BlackRock
Mr Naganath says, “We expect that sectors focused on corporate capex and infrastructure should do well in 2010.”
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Anand Shah, Fund Manager, Canara Robeco
Mr Shah says, "We expect the equity market to remain range-bound for the next 12 months, especially till the time economic growth comes back fully and dependence on policy support is not reduced."
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