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AMIT JESWANI
We're almost fully invested, can’t sell good performers as new ideas are tough to come by: Amit JeswaniAmit Jeswani, CIO of Stallion Asset, discussed their strategy of staying fully invested, with a focus on high-growth, market-leading compan...- We like to bet big on high growth, durable companies: Amit JeswaniWe do not own that auto player there because we are not so sure about the 30% growth, only 25% of the business which is Mercedes business i...
- Money View hits $900M valuation; how 2022 killed the startup IPO partyMany Indian startups have struggled to remain solvent amid the prolonged funding winter this year, but Money View isn’t one of them. The fi...
- Rs 2 lakh crore wealth wiped off! How fintech cos turned riches to rags in 2022The challenges to earnings growth and profitability and the major sell-off in technology stocks globally made this pack vulnerable to a sel...
- ETMarkets Fund Manager Talk: Atleast 500 consumer tech cos to get listed over the next decade: Amit Jeswani, Stallion AssetWe believe the global inflation has peaked both on energy prices as well as container prices. Throughout 2023, we will see inflation fallin...
- Why Amit Jeswani would rather buy consumer tech cos and not PSUs“We do the 20-25% kind of compounding with risks lower than the benchmark. Since inception our portfolio beta has been 0.85. We do not have...
- Book losses to make profit. PMSes show the smart way to tread stocks slumpThe price-to-book value for Nifty has come down to 2.35 from 3.75 in December end.
- Midcap-focused PMS makes a killing, delivers 29% amid broader market routThe PMS carefully picked shares of asset-light companies that had reinvestment moats.
- India is not a growth market, we are in a consolidation phase: Amit Jeswani, Stallion AssetIt is very difficult making and then holding on to your gains in infra stocks, says Amit Jeswani.
- Samvat 2075 was a year of DIIs: SIP flows helped cushion FII outflow hitFIIs have bought stocks worth Rs 13,000 crore against DIIs’ Rs 64,000 crore.
- Select midcaps showed green shoots in Sept. Five sectors to look for themDespite the recent gains, BSE Midcap index is still 9 per cent down year to date.
- Who knows! We could have the next midcap, smallcap rally in 2021: Amit Jeswani, Stallion AssetIn a bear market, one needs to look for quality and growth and avoid junk at all cost.
- We need growth to buy smallcap or midcap stocks: Amit JeswaniIn a bear market the margin of safety lies in the integrity of the promoter: Amit Jeswani
- We are Dravid this year, we do not want to be Sehwag or Kohli: Amit Jeswani, Stallion AssetCould Reliance replicate the success of FANGs in India as big money can be made in digital space?
- Forget Sun Pharma or Lupin, never buy the leader of previous bull market: Amit Jeswani, Stallion Asset“We chase alpha and we manage risks. You would not get a 40-50 compounder again in Sun Pharma.”
- Amit Jeswani on where to look for big alpha this yearSteel stocks could rally 100% in next one year, says the Stallion Asset CIO.
- Sensex may sink, but this market is ready to pay a price for growthA majority of BSE-listed companies that hit record highs are ruling at trailing PE multiples.
- In next 10 years, there will be many multi baggers in real estate space: Amit Jeswani“For long term, real estate will create a lot of alpha for investors.”
- Stallion Asset’s Amit Jeswani on sectors to pare and add to in portfolio“We are looking at stocks that will grow for the next three-four years.”
- Very bullish on 3 sectors right now: Amit Jeswani, Stallion Asset“Till FY19, invest in high quality infra cos, road construction cos, which can create 50-100% returns in next one year.”
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