Sohan Mukherjee

[Sonia Shenoy @_soniashenoy]

This week we sat down with Amitabh Chaudhry , veteran banker and CEO of @AxisBank

Axis Bank is the 3rd largest private sector bank in India today and Chaudhry has been at the helm of the bank for the last 7 years.

This quarter , Axis bank reported stable earnings in line with expectations.

We spoke about the opportunities and challenges in the banking sector today.

Full chat out now on The Money Mindset ✨

[Europe Early Edition @EuropeEarlyCNBC]

India's growth story isn't just limited to tech outsourcing, says Manish Chokhani of Enam Holdings, with a decade of expansion in store for Financials. And he also gives us one more sector he thinks is speeding up.

@TanvirGill2 @WillKoulouris $INFY $HDFC $AAPL $TSLA

[Darshini Bhuta @darshinib]

In an interaction with @iamrahuloberoi @business_today, Anand Shah, Head-PMS and AIF Investments, #ICICIPruPMS explained what worked for PMS schemes and also shared his insights for the FY 2024. @ambakhshi @Dattuhegde5
@PushkarRGupta @sahu_stuti

https://t.co/mEDfqSJbhW

[CNBC-TV18 @CNBCTV18News]

Late billionaire investor Rakesh Jhunjhunwala was awarded the Padma Shri posthumously. His wife Rekha Jhunjhunwala accepted the award from President Droupadi Murmu

#PadmaAwards2023 #PadmaShri #PadmaAwards #DroupadiMurmu #RakeshJhunjhunwala @rashtrapatibhvn

[Prashant Nair @_prashantnair]

We spoke with S. Naren, CIO, ICICI Prudential AMC.

25 takeaways.

(Don't miss points 13-18)

1. At 17k, valns more reasonable

2. Macro funds too short on everything

3. Tactically a good rally possible

4. Dont think we will see big returns from here though

1/8

#StockMarket

[CNBC-TV18 @CNBCTV18News]

‘May look at New Age companies via #IPOs if valuations are reasonable; Need to look for ones that have strong moats’ S Naren of @ICICIPruMF. @_prashantnair, @SurabhiUpadhyay, @Nigel__Dsouza (3/3)

[CNBC-TV18 @CNBCTV18News]

‘#Banks are the best way to play the capex cycle as cap goods #stocks don’t offer the liquidity needed for a large fund to purchase them’ S Naren of @ICICIPruMF. @_prashantnair, @SurabhiUpadhyay, @Nigel__Dsouza

[CNBC-TV18 @CNBCTV18News]

‘Can’t look at valuations from the perspective of the last 10 year average. Equity will start giving better return if QE starts again’ S Naren of @ICICIPruMF. @_prashantnair @SurabhiUpadhyay, @Nigel__Dsouza (1/3)

[CNBC-TV18 @CNBCTV18Live]

Rakesh Jhunjhunwala Awarded Padma Shri (Posthumously)

#PadmaAwards2023

[Anuj Singhal अनुज सिंघल @_anujsinghal]

Has the Indian retail turned away from stocks as fixed income offers better avenue? My piece.

[Darshini Bhuta @darshinib]

Anand Shah, Head PMS & AIF Investments, #ICICIPruPMS in an interview with @Abzk_kr @bsindia says risk reward appears favourable in the Manufacturing theme @ambakhshi @Dattuhegde5 @PushkarRGupta @sahu_stuti

[CNBC-TV18 @CNBCTV18News]

Wizards Of The Street | Market veteran Ramesh Damani talks to @VijayKedia1 about the 'smile' investment philosophy, big bet on Atul Auto & more
https://t.co/QAOXT7QmYK

[Vijay Kedia @VijayKedia1]

Girte Hain Shah- Sawaar Hi Maidan-E-Jung Mein, ,
Wo Tifla Kyaa Gire, Jo Ghutnon Ke Bal Chale.. ✌🏽

[Mumbai Rains @IndiaWeatherMan]

Today morning Mumbai recorded lowest temperatures of the season at 13.8°C at Santacruz. 11°C in Suburbs around National Park and sub 10°C in many places in Thane-Palghar-Raigad interiors. Chilly weather to continue next 48 hours, gradual increase after that.

[Mumbai Rains @IndiaWeatherMan]

Today it’s Mumbai’s Annual switch off your Fan-AC day.

[Source: Value Research @VR_TheSource]

As Equities Face Headwinds, It's Time for a Multi-asset Strategy

Data Source: @ValueResearch

Source: The Economic Times (@EconomicTimes), January 05, 2023.
https://t.co/KzDoQtWy6e

#investments #investors #Mutualfunds

[Stuti Sahu @sahu_stuti]

Anand Shah, Head- PMS & AIF Investments #iciciprupms in an interview with @kshanand of @ETMarkets talks about why Manufacturing industry in India will remain under spotlight for next 10 years
@ambakhshi @Dattuhegde5 @darshinib

https://t.co/ZyPAoSjou3

[CNBC-TV18 @CNBCTV18Live]

#CNBCTV18Exclusive | Incredible that market has been steady even as #FIIs sold $30 billion. #Power of #domestic buying kept the market afloat, says S Naren, CIO, ICICI Pru AMC

Did not #anticipate the 20% rally from June lows on local #buying, he added.

@_prashantnair

[CNBC-TV18 @CNBCTV18Live]

#CNBCTV18Exclusive | Can #invest immediately into consumer sectors like #telecom, #durables, #autos. #Macro investing will be very important over the next decade, says S Naren, CIO, ICICI Pru AMC

[CNBC-AWAAZ @CNBC_Awaaz]

#EditorsTake | #GlobalMarkets | जानिए ग्लोबल बाज़ार संकेत पर @_anujsinghal की राय |

#MorningCall #USNews #inflation #Fed #FederalReserve