ETMarkets Fund Manager Talk: Risk-reward favourable in financials, capital goods, FMCG stocks: Arun Malhotra, CapGrow CapitalHowever, Arun Malhotra of CapGrow Capital Advisors believes that the best time to deploy cash is during uncertainty, and one can seek alpha...
The harsh reality of 5 famed Indian IPOs: $18 billion-wipeout!Indian IPOs raised a record $18 billion in 2021 on government efforts to foster startups combined with easy-money policy and a surge in ret...
20 stocks that helped PMS investors bag double-digit returns last monthThe thematic fund that gained 13.65 per cent in August is betting on JSW Energy in a big way as it is its biggest holding with a weightage ...
6 PMS funds that helped HNI investors bag double-digit returns in AugustGreen Portfolio's thematic ESG fund was the second top monthly gainer with a return of 13.65 per cent. Other top gainers include Invasset L...
Value stocks vs growth stocks: Which theme to bet on?Arun Malhotra of CapGrow Capital Advisors says valuations have become reasonable as both time and price correction has happened. Stocks lik...
Realty stocks offer good entry points post fallAnalysts said the sector is witnessing a pick-up in sales on account of weak prices in the past few years, lower interest rates and extende...
Why did IT and realty stocks rally last week? Arun Malhotra of CapGrow Capital Advisors explains"I see market stability in the near term, and any major headline risk may see some negative reaction, but the bounce will also be equally s...
What should investors do with the IT pack amid rising concerns over outlook?Majority of the IT players have missed the consensus growth expectations and the margin outlook has been moderate. BSE IT index is down by ...
Back In Favour: Experts bet on these four auto stocks to drive returnsJain is also bullish on the two-wheeler major Hero Motocorp, which also reclaimed its 200-DEMA. He expects the stock to hit Rs 2,800 with s...
These 40 bluechips wiped out Rs 15.85 lakh cr from investors' pocket. Do you own any?In this fall, 40 constituents of the index have delivered negative returns to investors. Unfortunately, these 40 bluechip counters have wip...
Sector Watch: Nifty IT index plunges 13% in April; what should investors do in May?The Nifty IT index fell by about 13 per cent in April, and the weakness in the sector could well continue in the month of May as well, sugg...
Banking and IT stocks have come down to very reasonable valuations: Arun Malhotra of CapGrow Capital Advisors"Even descent results are going unnoticed. Take the Infosys and Axis Bank results where the outlook going forward is bullish, but the stock...
Expect 15-20% returns in largecaps in next 2 years; bullish on 5 banks: Arun Malhotra“From a 12, 18, 24-month perspective, we believe there is a very high probability of getting more than 15-20% return in largecap names beca...
Largecap-focussed PMSes lagged in April; midcap specialists fared betterKotak AMC Pharma Fund finished as the top performer of the month, returning 13.39 per cent. Sun Pharma, Dr Reddy’s Labs, Cipla, Cadila Heal...
Stocks that helped these PMSes make big money for HNIs in NovBSE benchmark Sensex soared 11 per cent to around 44,150 last month, backed by firm global cues, sustained inflows from foreign institution...
First Global plans, Kotak among top PMSes that beat market meltdownNone of the top PMSes managed to generate positive returns for the month.
Special situations helped this PMS hit the jackpot in Jan; here’s howPMSes cater to wealthy investors with portfolio sizes exceeding Rs 50 lakh.