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DEMETER ADVISORS
PMS Tracker: Money Grow Asset, Green Portfolio, 12 others post up to 44% returns in AprilA range of quantitative, thematic, multi-cap and small-cap PMS strategies posted strong gains in April, with top performers delivering retu...- Outlook 2026: Flat markets may persist as earnings growth, rupee stability remain elusive, says Ashwini AgarwalIndian markets may stay range-bound in 2026 unless earnings growth revives and the rupee stabilises, warns Demeter Advisors founder Ashwini...
- 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...
- 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 ...
- 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....
- 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...
- PMS Tracker: 14 funds gain up to 5% in February, worst performers drop over 22%Fourteen PMS funds across various strategies posted gains in February 2025, with Wave Asset’s Bloom Fund leading at 4.99%. Debt funds perfo...
- 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...
- 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....
- India will remain a rewarding market on a bottom-up basis: Ashwini AgarwalI think there was a lot of disruption in the rural disposable income on account of the disruption in jobs in the urban area on a post COVID...
- Ashwini Agarwal on why Buffett Indicator of market cap to GDP may not apply to India“We are pretty much at a peak but this market cap to GDP is a misnomer in my view because large parts of the GDP are not listed. So, how do...
- 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 ...
- Chemicals and pharma could be the theme for next 2-3 years: Ashwini Agarwal“I continue to look for ideas in the small and midcap space because the overall economic growth environment in India is going to be very co...
- Enjoy the bull market but take money off the stocks that are too expensive: Ashwini Agarwal“Historically we found that the further out into the future that you are willing to discount, the more are chances of disappointment. Obvio...
- What should be the tactical allocation towards equities? Ashwini Agarwal answersWithin sectors, I think manufacturing is what I am quite positive about and within that autos and pharmaceuticals in particular because you...
- Ashwini Agarwal decodes 3 reasons why market has bounced back in last few weeksI think where people were worried that look is this a repeat of 2008 and are we starting to see a big sell-off? I think now zooming out a l...
- Is the Adani stocks' selloff overhang over for the market? Ashwini Agarwal answers“Hopefully, at some point in time during the year, we will start seeing an end of the rate hiking cycle of the last year or so. Hopefully, ...
- Value emerging in banking and pharma; India continues to be compelling in mid term: Ashwini Agarwal“As North Asia starts to look a little bit better, you might see a little bit of a pause in inflows coming to India as far as foreign inves...
- Unnatural for Indian market to decouple from global sentiment; expect FII flows to slow down: Ashwini Agarwal“It is very unnatural for one market to “decouple” from the global sentiment. What we saw in September and in August was some correction of...
- Amid turbulent times, these star PMS fund managers beat the StreetThanks to the market-wide selling, most managed portfolios - be it mutual funds, PMSes or your self-managed portfolio, sustained losses. Ho...
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