Valuations have to be viewed in a relative context and the ultimate benchmark is the US long bond rates and they are not overvalued.
Prashant Khemka from White Oak Capital explaining why nearly a third of his portfolio is made of banking stocks
Beat The Street | Market Is Ignoring The Impact Of Second Wave
Beat The Street | Market Is Ignoring The Impact Of Second Wave | Prashant Khemka, White Oak Capital
A $4.5 Billion Fund Manager Tells Us Why It Is Impossible To Time The Market
Financial Markets may be upset if the long term inflation expectations are reset higher . Financial markets may not get too upset with transitional rise in Inflation, says Prashant Khemka of White Oak Capital.
Very few sectors in India are able to grow at 11% to 14%, at a sectoral level, and IT is one of them. Prospects of IT cos good from a long term as well as 2-4 year perspective, says Prashant Khemka, Founder, White Oak Capital Management.
The COVID situation has created some near-term uncertainties but unlike in June 2020 quarter last year, we do not foresee a severe impact on the economy or on corporate cash flows.
Prashant Khemka, Founder of White Oak Capital has got to spend a lot more time with his family at home amidst the pandemic. He has been playing various games like chess, bridge and cricket and has bonded with his kids.
The Indian economy is set for "normalisation" in the wake of the coronavirus pandemic, with the emerging market less badly affected by Covid-19 than anticipated, according to White Oak Capital Management founder Prashant Khemka.
It can be highly distorted and, therefore, harmful to investing: Founder of White Oak Capital
Prashant Khemka of the White Oak Capital shares his views on the market trends in lieu with the upcoming budget. He says 'While every one has expectations from the budget, but unless there is something very substantial in nature in the budget which affects the market and the cash flow in the long term the market will not achieve anything great'.
Budget 2021 Markets Want More: Zee Business Managing Editor Anil Singhvi said that profit-booking was expected as the market can't move in one direction only.
In today’s “India Focus” segment, Prashant Khemka, founder of White Oak Capital Management, discusses his outlook for India’s economy and markets in 2021. He speaks on “Bloomberg Markets: Asia.” (Source: Bloomberg)
Khemka is of the view that the desire for investing money outside India has certainly gone up in the last few years.
White Oak, a Mumbai-based boutique investment management firm, is emerging as one of the most successful asset management launches out of India in recent memory. With close to $3.0 billion of India dedicated AUM in little over three years, the firm’s growth has been nothing short of spectacular.
Prashant Khemka, founder of White Oak Capital Management, believes that IT services and pharma sector are the biggest beneficiary of the COVID pandemic.
NEW DELHI: Investment guru Prashant Khemka, who managed developed money market for eight years, spent four years managing emerging markets like Korea and Mexico, and lived for 11 years in the US, says his personal net worth has been entirely invested in India.
Has Covid-19 prompted White Oak Capital to tweak its strategy and take some macro calls as one tries to tide over so many uncertainties? Niraj Shah in conversation with Prashant Khemka.
All kinds of private banks are likely to see higher credit costs over the next year or two or maybe even three because the economy has gone through a very difficult time but it is not something that is going to surprise the market, says the founder of White Oak Capital Management.
Currently, I believe that US long term bond yields the ultimate benchmark but it is important to note that the markets as unpredictable as a coin flip. India has the potential for alpha generation.
Trying to time the market is like FLIPPING the COIN – Prashant Khemka
Prashant Khemka looks at cash flows in a company to arrive at a valuation, but not like everyone else.
In our #AsianTigers series exclusive conversation with White Oak Capital Management's Founder Prashant Khemka on Indian markets & the road ahead CNBC-TV18 is India's No.1 Business medium and the undisputed leader in business news.
Prashant Khemka – the former head of EM equity at Goldman Sachs Asset Management – is exploring the possibility of bringing his India-focused fund to a Ucits investor audience, Citywire Selector can reveal.
GOLDMAN SACHS VETERAN ASSET MANAGER TO START OWN INDIA FUND