Top Tweets for #AlphaManagers

1 day ago

#AlphaManagers | Abhiram Eleswarapu, BNP Paribas India, to @CNBCTV18News * See near-term buying opportunity in IT; Long-term outlook needs monitoring * Like private banks for strong credit growth and asset quality * Positive on asset management as strong domestic flows continue WATCH : https://t.co/G1ABJ8HPav @sonalbhutra @Hormaz_Fatakia @Reematendulkar @BNPParibas #CNBCTV18Market #Market

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2 days ago

#AlphaManagers | Pramod Gubbi, Marcellus Investment Managers To @CNBCTV18News * No exposure to IT yet; AI disruption still too uncertain * See quality stocks making a comeback as earnings bottom out * Bullish on manufacturing export-focussed sectors like textiles, chemicals & engineering goods WATCH: https://t.co/EutWR9GX6d @Nigel__Dsouza @prashantnair @pgubbi @MarcellusInvest #CNBCTV18Market #Market

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4 days ago

#AlphaManagers | Rahul Singh, Tata Asset Management, to @CNBCTV18News * Investors should avoid reacting to every geopolitical headline * Expect Nifty earnings growth of around 15% * Marquee IPOs like SBI Funds AMC, Jio & NSE should deepen markets, not drain liquidity WATCH: https://t.co/uWmwGW7vDi @Nigel__DSouza @_prashantnair @Reematendulkar @TataMutualFund #CNBCTV18Market #Market

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5 days ago

#AlphaManagers | Shiv Sehgal, Nuvama Capital Markets to @CNBCTV18News * Small & midcaps have outperformed the Nifty * Metals and PSU Banks have been the key market leaders * Expect inflation pressures to ease in H2; US-Iran conflict no longer a major market concern WATCH : https://t.co/qvGWS3fbIk @_prashantnair @Reematendulkar @Nuvama_Wealth #CNBCTV18Market #Market

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10 days ago

#AlphaManagers | Vaibhav Sanghavi, ASK Hedge Solutions, to @CNBCTV18News * See a near-term bounce in IT but remain underweight * Turning bullish on financials, led by private banks, NBFCs & capital market plays * Positive on CDMO companies * Avoiding commodities and El Niño-linked sectors WATCH: https://t.co/9O10WnA046 @blitzkreigm @_prashantnair @managingmoney #CNBCTV18Market #Market

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11 days ago

#AlphaManagers | Amit Gupta, Motilal Oswal Private Wealth To @CNBCTV18News * Midcap earnings improving; Drivingindex outperformance * Positive on auto ancillaries amid export opportunities * See widening spreads benefiting yarn & cotton textile companies WATCH: https://t.co/9fZbdwAUBf @prashantnair @Reematendulkar @MotilalOswalPW #CNBCTV18Market #Market

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12 days ago

#AlphaManagers | Mithun Aswath, KIVAH Advisors to @CNBCTV18News * Persistent-Nagarro deal seen EPS accretive * Positive on Tata Motors PV; Domestic growth outlook remains strong * Strong growth pipeline for power cos WATCH : https://t.co/gpQ6KS0OoZ @_prashantnair @Reematendulkar @mithunaswath #CNBCTV18Market #Market

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18 days ago

#AlphaManagers | Abakkus Asset Manager's Aman Chowhan To @CNBCTV18News * Financials remain a key bet; Prefer private banks * Positive on pharma, especially the CDMO space; In no hurry to buy IT * Renewables emerging as a key theme; Prefer solar over wind @Nigel__Dsouza @Reematendulkar @AbakkusInvest #CNBCTV18Market #Markets WATCH:https://t.co/Au3JCepojN

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25 days ago

#AlphaManagers | Jitendra Sriram, Baroda BNP Paribas MF to @CNBCTV18News * Macro triggers remain strong for power equipment manufacturers * Telecom sector no longer faces the intense competitive pressures seen a decade ago * Positive on metals with preference for non‑ferrous @blitzkreigm @Hormaz_Fatakia @barodabnppmf #CNBCTV18Market #Market Watch: https://t.co/2jItvmiGMn

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27 days ago

#AlphaManagers | Aniruddha Naha, PGIM India AMC to @CNBCTV18News * Commodity cycle for metals just getting started; typically lasts 3-5 years * Positive on both ferrous & non‑ferrous metals * See 16-18% sustainable growth in consumption segments like ACs @Nigel__DSouza @blitzkreigm @nahaani #CNBCTV18Market #Market Watch here: https://t.co/StOjjL5hCp

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about 1 month ago

#AlphaManagers | Pramod Gubbi (@pgubbi) Of Marcellus Investment Managers To @CNBCTV18News - Mutual fund data indicates investors are willing to buy in dips - Valuations are attractive in private sector financials - Positive on the #Healthcare space #Watch: https://t.co/ASQmwteV1v #Market #Valuations #PrivateSectorFinancials #CNBCTV18Market @_prashantnair @Nigel__Dsouza

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about 1 month ago

#AlphaManagers | Rupen Rajguru Of Julius Baer India To @CNBCTV18News * Prefer large private sector banks over NBFCs * OMCs could emerge as a tactical play if West Asia tensions ease * Defence remains a strong long-term theme @Nigel__Dsouza @prashantnair @RupenRajguru #CNBCTV18Market #CNBCTV18News

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about 1 month ago

#AlphaManagers | @MiraeAsset_IN's Ankit Jain To @CNBCTV18News * Midcaps Have Performed Relatively Well * Metals space has done well amid strong global economic backdrop @reematendulkar @Nigel__Dsouza @_prashantnair #CNBCTV18Market #CNBCTV18News

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about 1 month ago

#AlphaManagers | Alok Agarwal, Deputy CIO Of Alchemy Capital To @CNBCTV18News * Non-ferrous metals are seeing a super cycle * Silver is well positioned with strong demand visibility Watch: https://t.co/nQ3OvNV8Jp @Nigel__Dsouza @Reematendulkar @_alokagarwal #CNBCTV18Market #CNBCTV18News #Market

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about 1 month ago

#AlphaManagers | Alok Agarwal, Deputy CIO Of Alchemy Capital To @CNBCTV18News * Non-ferrous metals are seeing a super cycle * Silver is well positioned with strong demand visibility @Nigel__Dsouza @Reematendulkar @_alokagarwal #CNBCTV18Market #CNBCTV18News #Market

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about 1 month ago

#AlphaManagers | Jigar Mistry, Buoyant Capital To @CNBCTV18News * Consumption has done well over past 5 years; Valuations now elevated * Capex remains a key structural opportunity * Lower-end consumption may emerge as next growth theme @Nigel__Dsouza @Reematendulkar @BuoyantCap @jigarmist #CNBCTV18Market #Market Watch: https://t.co/r6YoXXIt7G

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about 2 months ago

#AlphaManagers | Deepak Shenoy, Capitalmind MF, to @CNBCTV18News * See global war fatigue; Expect oil prices and supply disruptions to ease over time * Positive on industrials, defence & selective plays@_prashantnair @blitzkreigm @Nigel__DSouza @deepakshenoy @capitalmind_in #CNBCTV18Market #Market Watch: https://t.co/QlQYbxERxH

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about 2 months ago

#AlphaManagers | Shiv Diwan, Nuvama Institutional Equities to @CNBCTV18News * Positive on data center-linked stocks as sector momentum builds * Chemicals sector seeing early signs of recovery with volume growth returning * IT sector pain largely behind; valuations now look attractive @Nigel__Dsouza @prashantnair @Reematendulkar @ShivDiwan2 #CNBCTV18Market #Market #IT #Banking #DataCentres #Chemicals Watch: https://t.co/zxNlQKDhf8

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about 2 months ago

#AlphaManagers | Jitendra Gohil of Bajaj Alts to @CNBCTV18News * See strong opportunities in govt‑backed sectors like shipbuilding * Positive on shipbuilding and EMS as emerging growth themes * See opportunities in select midcap tech companies @Nigel__Dsouza @prashantnair @Reematendulkar #CNBCTV18Market #Market Watch: https://t.co/NY3FKJEbr5

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about 2 months ago

#AlphaManagers |Raunak Onkar, PPFAS Mutual Fund. To @CNBCTV18News * Private banks & IT remain core holdings; Valuations seem attractive * Positive on Grade A real estate demand @Nigel__Dsouza @prashantnair @Reematendulkar @oraunak @PPFAS #CNBCTV18Market #Market Watch: https://t.co/FPklDB47n6

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