Kotak AMC's CIO, Harsha Upadhyaya, anticipates modest earnings growth in FY25, particularly in the second half. Market ...

Kotak AMC CIO said investors should consider market's long-term behaviour and not focus only on strong returns of last four ...

Harsha Upadhyaya predicts that earnings are expected to remain strong throughout FY25 and FY26. He attributes this positive outlook to resilient economic growth, improving corporate fundamentals, and ...

Kotak AMC is advising investors to look at large caps in the current market. “We believe that within equities, one should be ...

Out of the BSE 500 stocks, 181 are currently trading at a price-to-earnings (PE) multiple of over 50; this figure was even higher previously with nearly 50% of the BSE 500 trading at a PE multiple ...

Harsha Upadhyaya, Chief Investment Officer – Equity & Fund Manager, KMAMC, said, “The transportation and logistics theme stands to benefit from multiple tailwinds, including growing ...

The fund house is 'overweight' on large-cap stocks in 2025, 'Marginal underweight' on mid-cap companies and 'underweight' on smallcaps.