Valuation correction creating stock-specific opportunities, not sectoral bets: Ashwini AgarwalAshwini Agarwal of Demeter Advisors suggests focusing on individual stocks rather than broad sectors. Domestic healthcare and consumption n...
07 Aug, 2025, 01.45 PM IST
Stay invested, look beyond the dip: Ashwini Agarwal’s advice as markets face headwindsAshwini Agarwal of Demeter Advisors advises Indian investors to ignore short-term market noise, including potential tariff impacts and IPO ...
07 Aug, 2025, 01.31 PM IST
Ashwini Agarwal recommends balanced equity allocation amid lofty valuationsAshwini Agarwal of Demeter Advisors suggests staying invested despite valuation concerns, advising against cash calls for retail investors....
25 Jun, 2025, 02.03 PM IST
Geopolitical risks remain, but domestic fundamentals offer insulation: Ashwini AgarwalAshwini Agarwal of Demeter Advisors remains optimistic about the Indian market, citing strong domestic flows and expectations of growth fue...
25 Jun, 2025, 01.26 PM IST
Short-term pain for India likely over, but global uncertainty remains a concern: Ashwini AgarwalAshwini Agarwal, Founder of Demeter Advisors, highlights the potential risks and opportunities in the market. While optimism has grown, Aga...
01 Apr, 2025, 11.31 AM IST
2025 Market Outlook: Quick Commerce growth set to continue, but stock valuations remain a concern: Ashwini AgarwalYou will continue to see interesting opportunities in the market, stocks that have lagged and where earnings are normalising that kind of a...
26 Dec, 2024, 11.32 AM IST
2025 to be a year of volatility with shifting global dynamics: Ashwini AgarwalCloser home in India, we will probably see a turn in the interest rate cycle after a couple of years hopefully and we will also see earning...
26 Dec, 2024, 10.59 AM IST
Deploy cash in medium-term growth stories if correction deepens: Ashwini AgarwalI do not think that there is a lot of room for the market to move up. Now, how much will it fall is something that I am not very clear abou...
22 Oct, 2024, 12.06 PM IST
Ashwini Agarwal sitting with more cash in hand now, looking for bottom-up picksAshwini Agarwal of Demeter Advisors discussed risk management strategies for investors, emphasizing a balanced approach to equity exposure....
09 Aug, 2024, 12.28 PM IST
New bubble? Why are smallcaps and PSU stocks rebounding strongly from June 4 lows? Ashwini Agarwal answersAshwini Agarwal says he cannot get himself to agree that the PSU valuations have become quite eye-popping and has room for further upside. ...
19 Jun, 2024, 03.03 PM IST
Ashwini Agarwal on 3 sectors to look for bottom-up opportunities in this marketAshwini Agarwal of Demeter Advisors hopes for a more even recovery in the Indian economy, rather than just benefiting the rich. He expects ...
14 Feb, 2024, 12.33 PM IST
It’s a good time to hold some cash as a deeper market correction is possible: Ashwini AgarwalAshwini Agarwal says “booms and busts all produce extraordinary gains and extraordinary losses and this is part and parcel of it. I do not ...
14 Feb, 2024, 11.43 AM IST
There is not much room for upside in the market: Ashwini AgarwalSo that is kind of putting some pressure in terms of where the funds can go. So if you take all of this into account, my sense is that the ...
01 Nov, 2023, 11.41 AM IST
Here's why Ashwini Agarwal is bullish on pharma sectorYou have to pick and choose as to what you like and where you wish to invest because each one of us has our own biases in terms of what we ...
28 Jun, 2023, 10.59 AM IST
Banking sector should be the next big mover going ahead: Ashwini AgarwalSo the point that I am making is that India is certainly an attention of the world and there are multiple drivers to that. One is that we a...
28 Jun, 2023, 10.45 AM IST
Look for deep contra bets in financials: Ashwini Agarwal“Leaving out the top three four banks, the entire lending space is trading at book value.”
23 Apr, 2021, 08.46 AM IST
Financials to be big beneficiary of economic revival: Ashwini AgarwalThe co-founder of Ashmore Investment says markets are not in any danger. He also says shift to domestic economy linked stocks is not over y...
23 Feb, 2021, 05.36 PM IST