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ET Alpha Wealth Summit Masterclass | 'When you zoom out, things look very good;" Vikas Khemani on the India story every investor needs to hear nowIndia has built a strong foundation for growth over the past decade, according to Vikas Khemani of Carnelian Asset Management. He highlight...
ET Alpha Wealth Summit | We are in Sankat Kaal, and in this Sagar Manthan, our job is to look for the next generation of winners: Saurabh MukherjeaIndia's economic future lies with manufacturing exporters, not consumer companies. Saurabh Mukherjea predicts this shift will drive earning...
ET Alpha Wealth Summit | India's next decade: AI is an enabler, not a threat; investor expectations the real risk: Kailash KulkarniIndia's growth is diversifying beyond single sectors, with trade deals and manufacturing exports emerging as key drivers. Experts at the ET...
ET Alpha Wealth Summit | 'India's AI index beat Mag-7 plus Nvidia': Hiren Ved says stop mourning FII exits and start investing smarterIndia is in an 'Opportunity Kaal', not an AI drought, and that companies using AI aggressively will leave rivals behind within five years, ...
ET Alpha Wealth Summit: What's next for markets, AI and India's growth story?Leading investors will convene at the ET Alpha Wealth Summit in Mumbai on June 4 to dissect market trends and identify opportunities. Discu...
ET Alpha Wealth Summit 2026: India’s top investment minds decode the next decade of wealth creationThe ET Alpha Wealth Summit 2026, hosted by The Economic Times on 4th June in Mumbai, is an exclusive, closed-door event where India’s top i...
PMS Tracker: Top 15 funds jump up to 19% in June; Right Horizons, Qode among a handful strategies laggingAt least 15 PMS funds across multicap, midcap, and smallcap strategies posted robust gains in June 2025, with Square 64 Capital Advisors’ M...
PMS Tracker: Top 15 funds gain up to 10% in April, while quant, smallcap strategies falterApril 2025 PMS performance: In April 2025, 15 PMS funds across multi-cap, smallcap, and thematic categories delivered gains, led by Trivant...
ETMarkets AIF Talk: With Rs 10,000 cr in AUM, Carnelian sees tariff volatility as investment opportunity, sees Manoj BahetyBahety concluded by reiterating his bullish stance on India’s long-term prospects, encouraging investors to focus on fundamentals and look ...
Pick the right stocks and stay invested: Vikas Khemani on navigating IT sectorVikas Khemani, Founder of Carnelian Asset Advisors, acknowledges near-term challenges for India’s IT sector due to global uncertainties but...
Investor sells 8.45% holding in R Systems for Rs 465 crore; Goldman Sachs picks up stakeInvestor Bhavook Tripathi on Friday trimmed its stake in R Systems International by divesting an 8.45 per cent stake to investors like Gold...
6 tectonic shifts: Corporate profitability can touch $1 trillion by 2035, Nifty at 100K: Vikas KhemaniVikas Khemani projects India's corporate profitability to reach $1 trillion by 2035, potentially boosting Nifty to around 1 lakh. He highli...
TVS, Dabur promoters, HNIs to back Khemani's Rs 5,000-crore PIPE fundExisting investors such as the promoter family offices of TVS Capital, Ajanta Pharma, Pidilite, Dalmia and Dabur are likely to invest in th...
Omega bull run: Mid, smallcaps to outperform for 5-10 years; largecaps also do well: Vikas KhemaniVikas Khemani, Founder of Carnelian Asset Advisors, discusses the mantra of faster, stronger, cheaper for portfolio growth. He believes tha...
PMS Tracker: Largecap funds outperform smallcaps in December as Nifty rallies 8%Saurabh Mukherjea-run Marcellus Investment’s “Consistent Compounders” is another largecap strategy that gave positive returns last month, b...
Sequoia Capital exits Quick Heal Tech via open market sale; Happiest Minds promoter sells part stakeThe venture capital firm sold 13,60,975 shares of the company at Rs 240 apiece on the BSE, and 4,25,000 shares on the NSE, bulk deals data ...
ETMarkets PMS Talk: Manoj Bahety explains how he wants to capture “trillion dollar India opportunity” through his fundCarnelian Capital Compounder Fund aims to invest in a concentrated portfolio of 25 long-only stocks within its QARP framework, focusing on ...
Saurabh Mukherjea’s PMS fund gave negative returns in Feb; Marathon Trends tides over volatilityThe top multi-cap, smallcap, midcap, and thematic funds of Saurabh Mukherjea’s Marcellus Investments gave negative returns of up to 4.6% in...
Smallcases for rich? 3 market veterans curate portfolios for affluent investorsICICI Securities has launched a curated portfolio created by three renowned market veterans for its rich clients.
We are seeing development of a multi-year bull run in India: Vikas KhemaniWe anticipate an accelerated investment cycle, consumption cycle and export cycle and all these catalysts coming together in India will cre...