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etmarkets fund manager talk: why this $4-billion asset manager is a perma-bull on indian equities
“One of our core investment beliefs is that reversion-to-mean is natures law. To put simplistically – cycles do exist, almost everywhere. They var...
September 22, 2023, 3:44 am
Gold rate today: gold gains on a weaker dollar. check price of yellow metal in delhi, ahmedabad, and other indian cities
Gold futures are down 2% or Rs 1,193 on the month-to-date basis while up 6.10% or Rs 3,358 on the year-to-date basis, Anuj Gupta, Head Commodity & Cur...
August 21, 2023, 4:44 am
etmarkets smart talk- equities likely to continue providing best after tax returns in the medium term for indian investors: kunal vora
The US downgrade has not had any meaningful impact on bond yields in India and despite the initial nervousness, we do not expect it to have any long-t...
August 16, 2023, 1:44 am
etmarkets fund manager talk-this smallcase manager sees scope for the current bull run in equities lasting beyond 2024 elections
While equities remain the most popular avenue, Jain continues to believe that a well-diversified portfolio is the most prudent strategy for any invest...
July 17, 2023, 3:44 am
etmarkets smart talk- smart money moving towards equities! we believe that this century belongs to india: pradeep gupta
Currently, India’s macroeconomic fundamentals are in reasonable health and corporate fundamentals are improving especially in terms of corporate mar...
June 15, 2023, 3:44 am
etmarkets smart talk: we expect indian equities to deliver 12-13% returns in next 12 months: naveen kulkarni
Overall, markets are well poised to deliver healthy returns as the earnings growth trajectory continues to remain strong, and equity markets will see ...
May 26, 2023, 3:59 am
etmarkets fund manager talk: the rising tide in equities may not raise all the boats, according to this fund manager
Post-COVID, rapid bounce in equity helped non-quality, high financial leverage or even deep cyclical companies to post robust returns, but we think th...
May 15, 2023, 4:29 am
etmarkets smart talk: as india moves from a $3 trillion economy to $8 trillion by fy30, we focus portfolio on ‘yuva bharat theme’: rikesh parikh
RBI had pre-empted and changed its stance to pause in its April meeting, now all focus is on the inflation trajectory. Historically, it has been seen ...
May 13, 2023, 6:14 am
etmarkets fund manager talk: best time to invest as equities offering margin of safety to investors: nikhil gangil, intrinsic value
I am always pro-equity. I believe that there are always opportunities in the market. Risk comes from overvaluation, concentration and leverage, which ...
April 18, 2023, 4:29 am
etmarkets smart talk: we are getting cautiously optimistic on equities; like gold as a hedge: rohit beri
The market valuations have corrected and are now closer to the historical averages with a relatively better outlook on earnings growth (~11-13% CAGR f...
March 10, 2023, 4:14 am
etmarkets smart talk: we believe 2023 will be a year of accumulation for equities: kunal valia
The Budget exercise has been positive for both equities and bonds as an asset class. From a macro perspective, the fiscal deficit estimate for FY24 is...
March 1, 2023, 4:14 am
etmarkets fund manager talk: defined allocation to equities only after clarity on interest rates peaking: satish ramanathan
“We think we should be done with interest rate hikes by central banks by mid 2023. However, the cost of capital for corporates and retail borrowers ...
December 27, 2022, 5:14 am
etmarkets smart talk: planning to invest rs 10 lakh? can put 70% in equities if you have stable cash flows: ajit banerjee
“Indian equity market valuations are at a marginal premium to fair value. As on Sep 22 Nifty P/E(x) on 1 year forward basis is at 18.8x over an aver...
November 11, 2022, 4:01 am
