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Fund Manager's Interview
Date Heading
02-Jan-18 The synchronous global growth, continuous reforms from government and earnings rebound in second half of fiscal augur ...
27-Dec-17 We expect 10-year benchmark yields to remain in range of 7.10% to 7.40%
26-Dec-17 We believe from hereon; stock performances would be a function of earnings growth
09-Dec-16 We expect inflation to undershoot RBI's target of 5% by March 2017
08-Dec-16 In the medium to long term, the Indian equity market will be primarily swayed by the trajectory of earnings growth
01-Jan-16 In midterm we feel there will be scope for RBI to ease further as inflation -growth dynamics remains in favor
31-Dec-15 The government's intention is very clear in its reform efforts and going forward, we are likely to see this translate ...
18-Dec-15 We are interested in sectors in which it is not too difficult to consistently earn an above average return on capital
30-Dec-14 Given our perception of expensive valuations, lump sum investment is not advised at the moment
10-Dec-14 We expect a 50 basis points cut in the month of April 2015 as inflation expectations comes down in the economy
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