Latest news with #AsianInvestor
Time of India
10-06-2025
- Business
- Time of India
Bajaj Finserv announces appointment of Lakshmi Iyer as Group President
Bajaj Finserv has announced the appointment of Lakshmi Iyer as Group President - Investments which will be effective from August 1, 2025. Bajaj Finserv said in an exchange filing that, 'We are pleased to inform you of the appointment of Ms. Lakshmi Iyer as Group President – Investments, effective 1 August 2025.' The filing mentioned that it was a disclosure under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulation, 2015 ('the 'SEBI Listing Regulations, 2015') – Change in Senior Management Personnel. Also Read | Nifty Bank hits 57,000. Is it time for mutual fund investors to bet on banking funds? Best MF to invest Looking for the best mutual funds to invest? Here are our recommendations. View Details » According to the filing, Lakshmi brings nearly 27 years of expertise in financial services across wealth advisory, strategy and product solutions spanning fixed income , real estate and alternates. 'With strong capabilities in deal execution and fund management, Lakshmi has led high performance teams in the investment space. Lakshmi holds an MBA degree in finance from Narsee Monjee Institute of Management Studies and has been recognized by Asian Investor publication as one of Asia's 25 most influential women in asset management ,' Bajaj Finserv said in the exchange filing. Live Events Lakshmi Iyer, a veteran fund manager at India's Kotak Mahindra Group, has quit after over twenty years at the firm. Iyer was chief executive officer of investments and strategy at Kotak Alternate Asset Managers Ltd, as reported by Bloomberg. At Kotak Mahindra Asset Management Company (KMAMC), Lakshmi Iyer served as Chief Investment Officer – Fixed Income and Head of Products. She was responsible for credit research, deal execution, and overseeing the performance of all debt funds. In addition, she supported sales through client engagement, acted as a portfolio specialist, and led various product initiatives, including pricing and coordination between fund management and sales teams. Before joining Kotak, Ms. Lakshmi Iyer was a research analyst at Credence Analytics Pvt. Ltd., where she tracked India's corporate bond markets and authored research reports. She also collaborated with software developers and technical teams in building financial software tools. Ms. Iyer holds an MBA in Finance from Narsee Monjee Institute of Management Studies. She has been recognised among the Top 25 Most Influential Women in Asset Management in Asia by Asian Investor. Also Read | JioBlackRock Mutual Fund launches website, unveils leadership team and early access initiative Kotak Alternate manages about $20 billion, with over $6 billion spread across 14 private credit funds. Overseas investors, including family offices and wealthy individuals, account for the bulk of the assets. Bajaj Finserv, led by Sanjiv Bajaj, is a financial conglomerate focused largely on retail credit, including consumer loans. It has also ventured into the asset management space through its subsidiary, Bajaj Finserv Asset Management Ltd — one of the newer entrants in the mutual fund industry. In April, Rajeev Jain, CEO of Bajaj Finance, was appointed as an additional director on the board of Bajaj Finserv. He also serves as the vice chairman of Bajaj Finance Ltd.
Business Insider
23-04-2025
- Business
- Business Insider
‘The Entry Point Is Here,' Says Investor About Nvidia Stock
Nvidia (NASDAQ:NVDA) can't seem to catch a break in 2025. The latest blow came last week, when the Trump administration announced that the company will now need an export license to ship its H20 chips, which are designed for the Chinese market. The impact is not minor. Nvidia expects to take a $5.5 billion hit in Q1, citing costs tied to unsold inventory, supplier obligations, and reserves. Stay Ahead of the Market: Discover outperforming stocks and invest smarter with Top Smart Score Stocks. Filter, analyze, and streamline your search for investment opportunities using Tipranks' Stock Screener. It's the latest setback for the AI giant, which has already shed 26% of its value this year amid investor angst over decreasing AI spending among the hyperscalers and fears of an escalating U.S.-China trade war. Acknowledging the many concerns, one investor, known by the pseudonym The Asian Investor, believes the panic is overblown. 'Despite these challenges, Nvidia's strong fundamentals and dominant position in the AI GPU market make it a compelling buy, especially given its current valuation,' asserts the 5-star investor. As for the China drama? Asian Investor isn't losing sleep. The H20 chips are lower-margin offerings, and China only accounts for about 12%–13% of Nvidia's overall revenue – 'a relatively small percentage,' according to the investor. The real money, he says, is still coming from the U.S., where demand from enterprise clients remains robust. Nvidia's latest powerhouse, the Blackwell chip, continues to draw strong interest from American tech giants, who are 'still standing first in line.' Demand across the board is also heating up, notes the investor, with a recent report guiding for a 76.4% increase in generative AI investments in 2025. Nvidia, which controls 90% of the AI GPU market, will enjoy a solid chunk of this growing demand. Moreover, all the fears have pushed the company's valuation down to some 30% below its 1-year average price-to-earnings ratio, creating 'a textbook buying opportunity.' In other words, for those waiting for the right entry point – the investor thinks this is it. 'Investors should capitalize on the negative sentiment and buy Nvidia shares at a discount, as long-term growth prospects remain robust,' urges Asian Investor, who rates NVDA stock a Strong Buy. (To watch The Asian Investor's track record, click here) To find good ideas for stocks trading at attractive valuations, visit TipRanks' Best Stocks to Buy, a tool that unites all of TipRanks' equity insights.
Korea Herald
03-04-2025
- Business
- Korea Herald
Fisher Investments Named 2025 Best Equity Manager by AsianInvestor
PLANO, Texas, April 3, 2025 /PRNewswire/ -- Fisher Investments, one of the world's largest independent, fee-only investment advisers, was named AsianInvestor's 2025 Marquee Award Winner for " Best Equity Manager." AsianInvestor's asset management awards seek to showcase the best companies in Asia's asset management industry—recognizing firms which have demonstrated exceptional performance, innovation and leadership. "We are honored to be recognized by AsianInvestor for the 2025 Best Equity Manager Award," said Fisher Investments' CEO Damian Ornani. "This award is a testament to our firm's dedication to providing world-class service to our clients. We are committed to helping our clients achieve their financial objectives with confidence." A panel of judges and the AsianInvestor editorial team evaluated nominated firms based on business growth, client acquisition & retention, performance and innovations/market best practices. For more information about Fisher Investments, please visit About Fisher Investments Founded in 1979, Fisher Investments is an independent, fee-only investment adviser. Fisher Investments and its affiliates manage over $299 billion across three principal businesses—Institutional, US Private Client, and Private Client International. Founder and Executive Chairman Ken Fisher wrote the Forbes"Portfolio Strategy" column for over 32 years until 2017, making him the longest running columnist in its history. He now writes monthly for the New York Post and bespoke columns in native language, varying by country, in 26 major nations, spanning more countries and more languages in more total reach than any other non-syndicated columnist of any type ever. Ken has appeared regularly on major TV news like Fox Business and News, BNN Bloomberg and CNN International. Ken has written 11 investing and finance books, including four New York Times bestsellers. For more information, visit
Globe and Mail
23-03-2025
- Business
- Globe and Mail
‘Don't Get Distracted,' Says Top Investor About Nvidia Stock
A rising tide lifts all boats, the saying goes. Nvidia Corporation (NASDAQ:NVDA) is finding out that the opposite also holds true. Light Up your Portfolio with Spark: Easily identify stocks' risks and opportunities. Discover stocks' market position with detailed competitor analyses. As the global system of commerce shudders due to the threats of rising tariffs and geopolitical uncertainty, stocks have been falling across the board. Needless to say, Nvidia has not been spared from these losses. Indeed, Nvidia has seen share prices slip down the charts in 2025. All told, the AI chipmaker has lost some ~12% for the year. All this is happening against a backdrop of record-breaking revenues. In its most recent Q4 Fiscal Year 2025 print at the end of February, Nvidia beat revenue expectations for the previous quarter and surpassed analyst projections for the current one. And yet, the market effectively shrugged its shoulders on the news. Share prices have yet to rebound to their early January heights. One top investor who is known by the pseudonym The Asian Investor believes the market is too focused on near-trade trade concerns – while losing sight of Nvidia's massive upside. 'Despite trade tensions, Nvidia will dominate the AI GPU market, with strong growth catalysts like AI factories and resilient Blackwell GPU demand,' asserts the 5-star investor, who is among the top 2% of TipRanks' stock pros. The Asian Investor cites a number of reasons for the bullish take, with the Blackwell ramp chief among these sources of optimism. Seeing no 'valid alternatives' to Nvidia's GPU products, Asian Investor expects Blackwell to spur plenty of growth in the quarters to come. 'Nvidia's high-performing GPUs remain in top demand from hyperscalers and are widely considered the best-in-class chip solution for training LLMs,' adds the investor. Asian Investor also argues that AI spending will continue to rise, with companies spending billions of dollars to develop their own AI products. The investor notes that this could likely help push up Nvidia's margins into the 75-80% range in the years ahead. Indeed, the investor is positively bullish on Nvidia's prospects, making the lowered share prices quite an opportunity for investors. 'With trade tensions being nothing really but a distraction, I believe investors should take advantage of the current valuation drawdown and buy,' concludes Asian Investor, who is rating Nvidia a Strong Buy. (To watch The Asian Investor's track record, click here) Wall Street analysts are also exceptionally keen on Nvidia. With 39 Buy and 3 Hold ratings, Nvidia can boast a Strong Buy consensus rating. Its 12-month average price target of $176.54 would yield gains of ~50% in the year ahead. (See NVDA stock forecast) To find good ideas for stocks trading at attractive valuations, visit TipRanks' Best Stocks to Buy, a tool that unites all of TipRanks' equity insights. Questions or Comments about the article? Write to editor@ Questions or Comments about the article? Write to editor@
