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ALOK AGARWAL PORTFOLIO
ETMarkets PMS Talk | From Rs 1 crore to Rs 85 crore in 24 years - the power of high-conviction investing, says Alok AgarwalAlchemy Capital Management's Alok Agarwal highlights how a high-conviction, benchmark-agnostic approach has yielded extraordinary long-term...
Crude at $125, FIIs selling $20 billion, and yet Alchemy Capital's Alok Agarwal says India is a buyIndian equities present a compelling opportunity for patient investors. Recent underperformance has already factored in negative news. Alok...
MTM losses likely for lenders as yields on govt bonds hit 12-month highRising sovereign bond yields are expected to cause significant mark-to-market losses for banks in the March quarter. Despite RBI's open mar...
Midcaps set to outperform despite valuation premium as earnings momentum strengthens: Alok AgarwalAlchemy Capital’s Alok Agarwal says India’s markets are entering a stronger phase as midcaps deliver robust earnings and the India–US trade...
Focus on growth-oriented companies and stop going by market cap divisions: Alok AgarwalAlok Agarwal of Alchemy Capital suggests focusing on high-growth sectors like consumer discretionary and chemicals. He is underweight on IT...
Use market dips to build portfolios; these 8 sectors have high growth potential: Alok AgarwalAlok Agarwal from Alchemy Capital highlights India's growth potential. He advises against market timing, suggesting dips are buying opportu...
Rebuilding portfolios in a bear market: Alok Agarwal’s strategy for investors
Being invested a better strategy than trying to time the bottom: Alok AgarwalOnce we see those numbers coming in right from April onwards, that could be very-very positive for the economy as a whole but that would be...
Stay patient in building portfolios; focus on long-term gains: Alok AgarwalMarkets are experiencing an unusual fall without any major crisis, driven by a slowdown in corporate earnings and exaggerated reactions. De...
Alchemy Capital Management launches smart alpha 250 fundAlchemy Capital Management has launched the Alchemy Smart Alpha 250 Fund, a Category III AIF focusing on long-term capital appreciation thr...
ETMarkets PMS Talk: How this fund manager gave over 60% return to HNI investors in 1 year using eQGP approachAlchemy Smart Alpha 250 delivered a 61.8% return in its first year, surpassing the benchmark's 35%. Fund Manager Alok Agarwal attributed th...
Nifty@22K: How should investors safeguard portfolios in 2024As the financial markets venture into 2024, investors face market opportunities and heightened volatility. Nishit Master advises investing ...
ETMarkets Smart Talk: India in a sweet spot; we expect higher allocations from FIIs in 2024: Alok AgarwalFIIs expected to increase allocations in India due to clear growth visibility. Budget 2024 may focus on capex, indigenisation, and manufact...
Option traders sound alarm bells over sizzling Indian stock market rallyProprietary traders have boosted net short positions in index calls, while trimming their net shorts in index-based puts, according to data...
If I were FM: Alok Agarwal highlights 5 changes for Budget 2023One of the best ways to accomplish the stiff target is to give tax breaks till 2030 for companies helping in achieving this goal. To avoid ...
Recent exits coincidental, it's an unnecessary controversy: Sanjay Agarwal, AU Small Finance Bank"We want to build our businesses based out of this state only. It becomes a challenge at times. We have shifted many of our functions to Mu...
There is scope for earnings to recover from here: Alok Agarwal, DHFL Pramerica Asset Managers"Though valuations are slightly above averages, they are not prohibitively expensive."
DHFL Pramerica AMC launches DHFL Pramerica Global Equity Opportunities FundThe fund will be managed by Alok Agarwal.
Teesort eyes Rs 500 crore sales in 2-3 years, overseas forayOnline fashion brand Teesort.com is eyeing Rs 500 crore turnover in 2-3 years time on the back of new categories of expansion and plans to ...
Dip in bank stocks provides a buying opportunityStocks like Punjab National Bank, Canara Bank, Bank of India are some banks that trade below their book value.