Momentum factor investing is a strategy that capitalizes on the trend of stocks that have performed well recently and tend to follow their trends in the near future. This ‘buy high, sell higher’ approach is based on identifying and following persistent upward price trends. The strategy offers the potential for high returns through capitalizing on […]
Motilal Oswal Asset Management Company is taking a decisive overweight in large private banks and is betting on improving net interest margins, lower credit costs and robust credit growth. Executive Director and CBO Akhil Chaturvedi believes that after years of underperformance, the industry is poised to outperform as balance sheets strengthen and earnings momentum increases. […]
Ajay Khandelwal, fund manager at Motilal Oswal AMC, shares his perspective on the way in which the stock markets of India will evolve as the country goes in the direction of his Viksit Bharat goals in 2047. From clean energy and defense to digital platforms and domestic savings, he emphasizes the major shifts, risks and […]