Investment Insights from Kashyap Javeri on Market Trends and Strategies
We used the March stock market crash to deploy funds: Kashyap Javeri
Business Standard
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Kashyap Javeri, head of research at Emkay Investment Managers, discusses the stable Q4FY26 earnings season despite inflation concerns and geopolitical tensions. He emphasizes the importance of long-term investment strategies over market timing, highlighting key investment themes and the resilience of Indian IT stocks.
- 01Q4FY26 earnings for Nifty50 companies met expectations with revenue growth at 13%.
- 02Investment themes include auto ancillaries, CDMO Pharma, and capital goods.
- 03Indian IT stocks may see growth back-ended due to AI-related projects starting in FY28.
- 04Market support stems from robust domestic money flow and improved valuations.
- 05Long-term investment is more beneficial than attempting to time market corrections.
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Kashyap Javeri, head of research and fund manager at Emkay Investment Managers, shared insights on the Q4FY26 earnings season, noting that revenue, EBITDA, and profit after tax (PAT) growth for Nifty50 companies have aligned with market expectations, showing 13%, 9%, and 8% growth, respectively. Despite concerns over rising commodity prices and geopolitical tensions in West Asia, Javeri believes the resilience of India Inc. will be tested in the upcoming quarters. He revealed that Emkay deployed cash during the March stock market crash, focusing on sectors such as auto ancillaries, CDMO Pharma, and capital goods for future investments. Javeri also commented on the Indian IT sector, suggesting that while it may face challenges, it has potential for 10-12% earnings compound annual growth rate (CAGR) starting in FY28, driven by AI projects. He emphasized the importance of remaining invested rather than attempting to time the market, urging investors to avoid missing out on significant market gains.
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The insights from Javeri suggest that investors should remain engaged in the market, potentially benefiting from long-term growth in key sectors, including IT and capital goods.
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