Go with cyclicals, avoid high value stocks: Santosh Kumar Singh

“Insurance is a structural industry where the next few years are going to be quite interesting from a profitability point of view,” says Santosh Kumar Singh, head of research, Motilal Oswal AMC, I remember your legendary call to insurance companies many years back and now we are talking about another unique insurance company making its … Read more

Traditional safe zones are no longer safe. Where to invest in volatile market?

“I don’t see a long period of recovery because there is ample domestic liquidity in direct equities from new-age investors, buying mutual funds and insurance companies and others. The difference from the 2007-2008 correction when tapering was the correction or 2013 is it that there is strong domestic support from both the liquidity aspect as … Read more