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Kotak Mahindra AMC Expert Advises Investors to Buy the Dip Amid Market Correction
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CNBC TV18•09-10-2026, 15:55
Kotak Mahindra AMC Expert Advises Investors to Buy the Dip Amid Market Correction
- •Shibani Sircar Kurian advises investors to use market corrections to add to equities despite ongoing volatility driven by West Asian conflicts and global economic uncertainty.
- •Valuations have become more reasonable in large-caps and select mid-caps, prompting a slightly overweight stance on mid-caps and neutral to overweight on large-caps.
- •Earnings growth is expected to be a primary driver of stock performance as the market shifts toward a bottom-up stock-picking approach.
- •Preferred sectors include financials and banks, capital goods and industrials, discretionary consumption, and healthcare including hospitals.
- •IPO evaluations remain strictly stock-specific, focusing on business quality, management, earnings prospects, and valuations rather than broad primary market trends.
Key Questions Answered
Shibani Sircar Kurian advises investors to use market corrections to add to their equity exposure while maintaining a broadly neutral asset allocation.
Kotak Mahindra AMC favors financials like banks, industrials, capital goods, and healthcare sectors such as hospitals, while remaining selective on small-caps and cautious on IT due to AI disruption.
The fund house evaluates each IPO on its own individual merits rather than adopting a broad view of the primary market, focusing heavily on business quality, management, earnings prospects, and valuations.
