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ANIRUDDHA SARKAR PORTFOLIO
The Golden Thumb Rule: Is it time to exit? Aniruddha Sarkar’s playbook for spotting sector wear and tearAniruddha Sarkar discusses the cyclical nature of market sectors, highlighting the fall from grace of once-favored industries like paints, ...- The Golden Thumbrule: From Hated to Hot - Aniruddha Sarkar on spotting sector turnarounds before the crowdAniruddha Sarkar shares his thumb rule for wealth creation in Indian equities. He emphasizes identifying sectoral themes early. Sarkar high...
- Can rising EPS estimates restore investors confidence despite tariff uncertainties?Analysts are raising earnings per share (EPS) estimates for many large companies after Q4, reversing previous downgrades. This positive shi...
- Buy India, ignore panic: PMS fund managers’ strategies to protect crorepati portfoliosIndian stock market faced a selloff recently due to global trade war fears. Portfolio managers advise focusing on long-term fundamentals. T...
- ETMarkets PMS Talk | Don’t wait for 15-20% market correction, invest in phased manner over next six months: Aniruddha SarkarOne big concern affecting markets globally is the interest rate hikes happening in Japan, something we haven’t seen in ages. If you recall,...
- Days of making easy money over; investors can keep 8-10% in cash: Aniruddha SarkarAniruddha Sarkar from Quest Investment Advisors discussed the current market's rich valuations, highlighting the importance of avoiding inf...
- Power, energy & real estate will continue to be big themes going ahead: Aniruddha SarkarDefinitely, you will see some kind of increased allocations for in the agri space or to increase the income in the hands of I would say the...
- This midcap maestro is finding best picks in 2 spaces with consumption sector“It is very difficult to say that whether it is a midcap or sentimentally by numbers it might look like a largecap but within the domestic ...
- ETMarkets PMS Talk: Fund managed by Aniruddha Sarkar turned Rs 50 lakh into Rs 4.9 cr in over 15 yearsWe go overweight on sectors and companies which are on earnings and valuation upcycle and reduce or exit from sectors where valuations go a...
- ETMarkets Smart Talk: 4 reasons why FIIs are on the edge when it comes to Indian markets: Aniruddha SarkarFirstly, the continued rate hikes in the US and US Fed commentary of further rate hikes are making risk-reward unfavourable towards emergin...
- Not the time to buy small and midcaps outright; be selective: Aniruddha Sarkar"We look at individual sectors and within those sectors we try to find out which are the stocks that give me comfort for both value and ear...
- Financials, IT and cyclicals to see strongest earning growth in 2022: Aniruddha Sarkar“In the next four to six quarters, selection of companies, sectoral exposures will make a very big difference to the portfolio returns. We ...
- This portfolio manager sees massive earnings uptick in mid and smallcaps“Catch’em young to ride the cyclicals’ cycle. Focus on earning revival in cyclicals," says Quest Investment CIO.
- What's in store for IPO investorsNazara Technologies, backed by investor Rakesh Jhunjhunwala, is the top pick of analysts because of its distinction of being the first mobi...
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