Depending on how inclined you are, you must diversify away from a single country, single currency, single asset risk, says Shankar Sharma, Vice Chairman & Jt. MD, First Global. Excerpts from an interview with ETNOW.
Source :- ET Now
In an interview to ET NOW, Sharma said large cap stocks look vastly stretched and that he does not see strong earnings growth. â€œYou are close to nil or 2 per cent growth. Indian investors always assume growth. But growth is not a birthright,â€? he said.
Source :- ET Now
Shankar Sharma, Vice Chairman & Joint Managing Director, First Global, expects earnings to decline at the upcoming earnings season for the quarter ending September. In an interview on the sidelines of the Morningstar Investor Conference, Sharma said only domestic factors were hurting the Indian market. He said there were select opportunities in the smallcap space for experienced professionals, but others should stick to opting for mutual funds in this space.
Source :- ET Now
His India portfolio is not exactly in the pink of health, but veteran investor Shankar Sharma is exuberant as he takes the podium at the Morningstar Investment Conference in Mumbai.
Source :- Business Standard
Without any doubt this is The First Family of Indian Stock Market. The first highly qualified, much envied and most admired Jodi that entered with big dreams when they saw a big potential and untapped market for â€˜equity researchâ€™ at a time when it was an unheard word in India.
Source :- Indian Economy & Market
Economists Think Dollar's Fall May Explain the Recent â€˜Rallyâ€™ by Steve Liesman
Einstein taught us about relativity in nature. Now come Devina Mehra and Shankar Sharma of First Global to teach us about relativity in financial markets -- and raise some serious questions about just what is driving stock prices.
The Alchemist of Dalal Street Shankar Sharma has an eye that is quick to spot seemingly junk shares that eventually turn out to be gold.
Never underestimate the importance of pragmatism, Sharma says. â€œDonâ€™t get emotional about investments. Itâ€™s all about timing; enter and exit an investments at the appropriate time."
First Global reports are quite credible and, on occasion, more than that.
What prompts this mention is Intel's earnings report and the fact that First Global has had a pretty good bead on the company and its stock.
AMD up again following First Global upgrade to â€˜buyâ€™ (AMD) By Tomi Kilgore
Analyst Kuldeep Koul at First Global upgraded Advanced Micro Devices (AMD) to "buy" from "outperform," given the "exceptional traction" that the chipmaker's Opteron line of processors has been able to get.
Baidu Climbs on First Globalâ€™s â€˜Outperformâ€™ Outlook
Baidu Inc., the operator of Chinaâ€™s most-used Internet search engine, rose to the highest price in two weeks after First Global rated the shares â€œoutperform? in new coverage.
Personality counts: Walmart's frugal, but Target charms
"It's better to take a slight hit on [profit] margins and keep on moving and inventing," says First Global Securities. And at least for now, Target is inventing in a way that appeals to consumers with money to spend.
At 11 times trailing earnings, Energizer is cheaper; Gillette's multiple is 25. But cheaper doesn't mean better, says First Global.
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