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NDTV Profit

Understanding Market Cycles To Navigate Volatility | The Portfolio Manager | NDTV Profit


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MoneyControl

Daily Voice | Financials continue to be in a sweet spot, says Naveen Chandramohan of ITUS Capital


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MoneyControl

Daily Voice | India entering supply-side growth cycle, these 5 sectors look promising


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MoneyControl

Daily Voice | Don't see US debt ceiling affect equity markets from a structural perspective, says this fund manager


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MoneyControl

Daily Voice | Managements across core businesses of economy extremely optimistic backed by strong earnings, says this fund manager


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MoneyControl

Daily Voice | Financials continue to be in a sweet spot, says Naveen Chandramohan of ITUS Capital
"I believe the credit growth in the economy will continue to be in the mid-teens and this should drive the capex from a structural perspective," said Naveen Chandramohan, Founder and Fund Manager of ITUS Capital in an interview to Moneycontrol.

 August 24, 2023
MoneyControl

Daily Voice | India entering supply-side growth cycle, these 5 sectors look promising
ITUS Capital founder Naveen Chandramohan doesn't see a slowdown in India and believes the country will continue to see strong supply-side growth that will benefit old-economy businesses.

 July 16, 2023
MoneyControl

Daily Voice | Don't see US debt ceiling affect equity markets from a structural perspective, says this fund manager
B2B manufacturing across auto ancillaries, CDMO (contract development and manufacturing organization) and businesses which have process led efficiencies will continue to generate accretive growth.

 May 29, 2023
MoneyControl

Daily Voice | Managements across core businesses of economy extremely optimistic backed by strong earnings, says this fund manager
Naveen Chandramohan has maintained that auto ancillaries (especially around B2B Manufacturing) is a theme that has a significant (3-year) runway ahead of growth and this certainly looks attractive to me with growth being sticky (B2B driven).

 February 16, 2023
MoneyControl

Daily Voice | This fund manager believes capital flows to spiral in India over next 3 years
"The earnings growth today being priced in is at a CAGR of 15 percent over the next 2 years and I believe we should see that materialize with positive tailwinds in pockets," Naveen Chandramohan of ITUS Capital says in an interview with Moneycontrol.

 November 10, 2022
MoneyControl

Daily Voice | This fund manager expects a robust September quarter for banking & financials and manufacturing themes
In the near term, the RBI will have to raise rates on the supply side, which can result in a temporary slowdown but it will not affect growth in the medium term, says ITUS Capital founder Naveen Chandramohan in an interview with Moneycontrol.

 October 10, 2022
The Economic Times

ETMarkets Smart Talk: Why this Fund Manager is happy to watch rally in Adani stocks from sidelines
In an interview with ETMarkets, Naveen Chandramohan, Founder of Itus Capital said: "Markets are a function of earnings and liquidity. We have earnings growing in a robust way with Nifty earnings compounding at I3 percent over the last 3 years"

 September 7, 2022
MoneyControl

Daily Voice | Would not be surprised if we continue to see higher oil prices: Naveen Chandramohan
Naveen Chandramohan in an interview with Moneycontrol said that he continues to believe that it is better to focus on individual companies rather than the market, noting that markets will touch new highs in a regime of easy liquidity.

 April 18, 2022
MoneyControl

Daily Voice | Don't want to own real estate stocks given little margin of safety, but have realty ancillary businesses: Naveen Chandramohan
"As investors, we are not reacting to prices, whether they are down 10 percent or up 10 percent to decide what to do next," says Naveen Chandramohan in an interview with Moneycontrol.

 March 21, 2022
Zee Business

Dalal Street Voice: Bottom-up stock picking and portfolio sizing would drive returns post Budget 2022: Naveen Chandramohan
I continue to be optimistic from a growth perspective with regard to the markets and think that bottom-up stock picking and portfolio sizing would drive the returns, said Naveen Chandramohan in his recent interview with Zee Business.

 February 8, 2022
Dalal Street Investment Journal

2022 – Year of the Tiger and what it means for India! - Naveen Chandramohan of ITUS Capital
"Entering a new calendar year brings in new aspirations and a wish list for everyone. However, markets are not a place for excitement and euphoria. It has always been a weighing machine that rewards processes and tests an investors patience."

 January 17, 2022
MoneyControl

Daily Voice | Budget should focus on driving efficiency in balance sheets, than hiking FPI in PSU banks, says Naveen Chandramohan of ITUS Capital
Budget 2022 | Naveen Chandramohan believes the focus areas of the FM are clear. Any additional focus on driving the demand side for real estate and standardising GST and SOPs for driving rural growth will be an icing on the cake.

 January 15, 2022
MoneyControl

Daily Voice | Two themes to bet on with a 3-year horizon, says Naveen Chandramohan of ITUS Capital
'I believe investors should be comfortable to take a slightly longer-term view on debt, too, rather than reacting to short-term policy change,' says Naveen Chandramohan in an interview with Moneycontrol.

 November 25, 2021
Zee Business

Dalal Street Voice: Naveen Chandramohan with over 15 years of experience drills down process on how to pick wealth creators
As investors, one cannot deploy capital in the market and then react to the timing of rates. This would be a futile exercise in the journey of wealth creation, Naveen Chandramohan, Founder & Fund Manager – ITUS Capital – said.

 November 23, 2021
Zee Business

PE Multiples: Does the number paint the full picture, decodes Naveen Chandramohan
As an investor in the Indian equity markets, it is appropriate to question the valuations of the market, terming it ‘expensive’ or ‘cheap’ depending on the number.

 November 10, 2021
Zee Business

Dalal Street Voice: Over next 10 years, I expect the MF industry to be at Rs 100 lakh cr.
Over the next 10 years, I expect the MF industry to be at Rs 100 lakh crores. So, within this context, we are only seeing the initial stages of this growth, Naveen Chandramohan, Founder & Fund Manager, ITUS Capital said in an interview with Zeebi

 October 20, 2021
MoneyControl

Don't be very surprised by Moody's outlook improvement, RBI unlikely to think about exit policy soon.
The RBI needs to focus on credit flow into the private sector and investments increasing on the ground. I rather see RBI following this path today.

 October 8, 2021
Dalal Street Investment Journal

How does one approach equity at an all-time high?
Naveen Chandramohan, the founder of Itus Capital, speaks on the current market, valuation and how should investors think about this in Dalal Street Investment Journal.


 October 6, 2021
MoneyControl

'Market returns of last year or so not sustainable, time to turn cautious'

Naveen Chandramohan of ITUS believes the process of easy money and low rates is here to stay for now.



 August 23, 2021
Outlook Money

Characteristics of Bubbles: Are We in One?
Accidents occur on highways more than on crowded streets, and this applies more than ever to the equity markets.

 August 12, 2021
Dalal Street Investment Journal

Growth & comfort from rear-view mirror
Fund Manager Naveen Chandramohan in a recent article on Dalal Street answers why Growth is the first lever to look at for any business and why growth and comfort will not go hand in hand.

July 20, 2021
The Economic times

Why is growth investing never easy: Learnings from a few popular cases
As an investor, the common rhetoric I get asked is, which are the companies that are cheap that one can buy?

 July 14, 2021
MoneyControl

Zomato IPO expected to do well given the investor interest, but doesn't seem like a multibagger story
As we see things today, Zomato IPO should do well because of the supply-demand dynamics and interest among investors to own internet businesses.

 July 8, 2021
MoneyControl

Zomato IPO could see highest-ever oversubscription
The primary market always turns robust during bullish markets and we clearly are in one. The supply over the next 6 months should see record issuances in terms of volumes, says Chandramohan

 June 29, 2021
MoneyControl

Time to invest and look at India with optimism
The share of unorganized sector contribution to our GDP stands at 51 percent. Though this has come down from 64 percent over the last 8 years, there is significant scope for this to reduce in the coming decade.

 June 17, 2021
MoneyControl

Next 1.5 years ripe for IPOs; expect larger issues than previous two cycles
Retail participation increasing is a good trend for the markets, and bodes well for equity penetration in India over the long term.

 June 15, 2021
MoneyControl

'In short term, momentum in market to be driven by flows. Volatility to remain high'
Naveen Chandramohan believes that the focus on fiscal and monetary is necessary to revive growth.

 June 7, 2021
MoneyControl

What does long-term mean any more for the Indian Investor?
Every fund manager wants their investors to stay with their fund and increase their duration for which they can manage their client's money.

 May 30, 2021
MoneyControl

Banking, IT & Consumer should continue to drive market cap beyond $3 trillion
"The outperformance will be dependent on owning growing businesses and staying disciplined in allocation – not so much mid or small caps," Naveen Chandramohan, Founder & Fund Manager at ITUS Capital, said in an interview to Moneycontrol.

May 29, 2021
MoneyControl

Naveen Chandramohan believes in 4 broad themes that every investor should own in portfolio
Naveen Chandramohan certainly believes the vaccination rate will pick up and the situation across the country should improve from here.

 May 22, 2021
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