"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.
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).
"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.
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.
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"
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.
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.
"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."
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.
'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.
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.
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
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.
"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.