The challenges to earnings growth and profitability and the major sell-off in technology stocks globally made this pack vulnerable to a sel...

We believe the global inflation has peaked both on energy prices as well as container prices. Throughout 2023, we will see inflation fallin...

“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...

The price-to-book value for Nifty has come down to 2.35 from 3.75 in December end.

The PMS carefully picked shares of asset-light companies that had reinvestment moats.

It is very difficult making and then holding on to your gains in infra stocks, says Amit Jeswani.

FIIs have bought stocks worth Rs 13,000 crore against DIIs’ Rs 64,000 crore.

Despite the recent gains, BSE Midcap index is still 9 per cent down year to date.

In a bear market, one needs to look for quality and growth and avoid junk at all cost.

In a bear market the margin of safety lies in the integrity of the promoter: Amit Jeswani

Could Reliance replicate the success of FANGs in India as big money can be made in digital space?

“We chase alpha and we manage risks. You would not get a 40-50 compounder again in Sun Pharma.”

Steel stocks could rally 100% in next one year, says the Stallion Asset CIO.

A majority of BSE-listed companies that hit record highs are ruling at trailing PE multiples.

“For long term, real estate will create a lot of alpha for investors.”

“We are looking at stocks that will grow for the next three-four years.”

“Till FY19, invest in high quality infra cos, road construction cos, which can create 50-100% returns in next one year.”