Searched for
ARUNAGIRI PORTFOLIO
ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEOGlobal markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGir...- Why foreign investors are exiting Nifty giants to hunt in India's small and midcap marketForeign institutional investors are shifting their focus from India's top blue-chip stocks to a wider array of mid- and small-cap companies...
- FIIs slash allocation in India's top 10 bluechip stocks by half. Is that a warning sign for your portfolio?Foreign institutional investors have significantly reduced their allocation to India's top blue-chip stocks, nearly halving their exposure ...
- $100 crude gives Rs 20 lakh crore shock to Nifty bulls this week. Best time to buy the fear?Crude oil above $100 has wiped out Rs 20 lakh crore in equity wealth, hammering markets in India as the Iran conflict escalates. The rupee ...
- Nifty bulls foot Rs 19 lakh crore bill for Iran war, Sensex down 3,300 points in 5 days. Bear market coming?Indian stock markets are experiencing a significant wealth hemorrhage, with investors losing Rs 19 lakh crore in market capitalization due ...
- Is broader market under the grip of a stealth sell-off?There has been a seismic shift in the market dynamics since November 2025. Until then, markets were largely range-bound in a side-ways setu...
- Capex push, STT increase and Budget fineprint for stock market: Will Sensex, Nifty fall further in days ahead?Indian markets plunged post Union Budget 2026 as Sensex fell sharply on higher trading taxes and weak FPI cues. Despite near term shock, an...
- Currency Crossroads: What rupee at 91 vs USD means for global markets and HNIsThe Indian rupee has fallen to 91 against the US dollar. This significant move impacts Indian markets, wealthy individuals, and foreign inv...
- Call 91.1 for rupee answered! How RBI rescued INR after 5-day slideThe Indian rupee rebounded sharply on Wednesday, posting its strongest single-day gain in two months after decisive RBI intervention halted...
- The Rs 1.5 lakh crore paradox: Why FIIs are dumping stocks but chasing IPOsForeign institutional investors are divesting from Indian secondary markets while actively investing in IPOs, a trend termed 'The great div...
- Muted Q1 earnings point to weakening micro: Is the easy money phase over?At the halfway mark of the earnings season, results from BSE 500 firms show a weak trend. Key sectors like banking and IT report rising str...
- The bar for PMS fund managers to please crorepati investors just got higher after BudgetRecent tax changes in the Union Budget have increased capital gains tax rates, complicating the task for PMS fund managers to generate high...
- Rs 1,800 crore a day! Why FIIs are selling Indian stocks since Lok Sabha elections beganFIIs have sold Indian stocks worth Rs 37,700 cr since the Lok Sabha elections began on April 19, causing nervousness on Dalal Street. India...
- Nifty at record high: How to navigate challenges in a surging bull marketWhile it’s a common tendency to view downcycles as emotionally draining experience, the same emotional complexity often gets oversimplified...
- Indian Markets: Seismic shift underway for flows?While this backdrop of the current bull run in Indian markets has been widely debated, what remains unknown is the ongoing shift in both do...
- ETMarkets PMS Talk- In small cap investing, if you avoid landmines, what you are left with are goldmines: ArunaGiriThe fund was launched in Sep’07 just as the markets were reaching manic highs. However, we exercised caution and refrained from fully deplo...
- What is the central story emerging from earnings season?In a way, it reflects the grim reality of the K-shaped recovery India is facing now. As the theory goes, whenever people are tight on money...
- Nifty’s resilience amid ferocious exit by FIIs: Should you rejoice or worry?Sensex and Nifty seem to have survived the FII scare with marginal losses. Year to date, they are down by a little over 1.5% in this calend...
- Mysterious divergence of stock market: Sensex looks expensive but certain sectors turn attractiveOf course, there are reasons why certain sectors have seen step-motherly treatments. Lack of short-term earnings visibility is one of the k...
- ESOP holders go for equities, avoid realty & IT stocksAssets under management (AUM) of boutique portfolio management services (PMS) firms have surged by 30-40% in the past two years.
Load More
