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AYESHA FARIDI
Focus on structural trends, ignore market noise: Hiren VedMarkets react quickly to news, but Hiren Ved of Alchemy Capital Management advises focusing on reality over narratives. He highlights a glo...- S Naren says markets in ‘boring cycle’, wants investors to temper return expectations and rethink silver, smallcaps and AI betsIndia's investment market is in a 'boring cycle'. Investors should maintain current allocations but expect moderate returns. S Naren of ICI...
- Fed turning dovish despite inflation risks; AI boom real but profits uncertain: Raghuram RajanFormer RBI governor Raghuram Rajan says the US Federal Reserve is turning dovish despite inflation staying above target, raising risks of e...
- ET Now to launch two new showsEnglish business news channel ET Now announces two new shows. South Central will debut on September 29, covering South India's economy and ...
- Capital market plays to be great compounding stories for next few years: Hiren VedIt tells you that the average consumer in this country is struggling. If that would not have been the case, you would not have had this kin...
- Market slowdown driven by tepid Q2 earnings and election-linked spending cuts: Hiren VedSo, spending is down 35% year-on-year or compared to what was budgeted and I think that is causing a little bit of a slowdown in the econom...
- Follow ESG plus C method while picking stocks, says Mark Mobius“My advice for people who are going to buy individual stocks is they look at that as well as the numbers of course but very critical is the...
- Asset management to see the next disruption: Shankar Sharma"Not just in investing but in almost everything, companies are moving away from physical capex to capex on digital. "
- Cut all the noise, focus on 5-10 stocks & invest for long term: Pankaj Murarka‘This is a bull market, there will be pullbacks, there will be noise; cut it out’
- Covid or not, Sandip Sabharwal is still bullish on Inox'If you think things will be back to normal in 2021, then go for deep value cos.'
- Vikas Khemani on why Nippon AMC is a good long term stock idea'The operative leverage is very high in this business.’
- Why Manish Sonthalia is betting on AU SFB and VoltasAU SFB can be a very steady compounder of 20-25% over the next decade
- PSUs can be leaders of Samvat 2076: Ramesh DamaniIf you are bullish on Mr Modi, how can you not be bullish on PSU stocks?
- Strong mandates may or may not translate into very strong economic growth: Shankar SharmaWe are in the worst corporate-level economic crisis, not a macro crisis.
- Shankar Sharma on smallcap investing & life beyond marketsSmallcaps are like VC investing, you can only enter, you cannot exit, says First Global Vice Chairman.
- Aggressive investors can still invest 60-65% in equity: Nimish Shah, SBI Wealth"FMPs are offering good options both from the point of view of a coupon & tax benefit"
- Possible successors to $44 billion Aditya Birla Group a cricketer and a singer!I am the only one in the family who is involved in the business, Kumar Mangalam Birla said.
- 5 years down, Raamdeo Agrawal expects profit pools in these 5 down-and-out sectors"It is not going to happen in next 12 months but it can be a seriously large profit pool further down the line"
- Market likely to drift downward in near term: C Jayaram, Kotak Mahindra BankRight now, the market looks very range-bound with a downward bias because the news flow is very negative, says C Jayaram.
- Competition driving market growth: Vinita Bali, MD Britannia IndustriesCompetition increases basic investment and that is what has contributed to a high double-digit growth of biscuits and bakery, says Vinita B...
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