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ETMARKETS PMS TALK
ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEOGlobal markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGir...- ETMarkets PMS Talk | We analyse over 300 data points to identify alpha: Wright PMS' Sonam SrivastavaWright PMS's Sonam Srivastava champions a data-driven approach to active investing, analyzing over 300 data points to identify alpha. Her f...
- ETMarkets PMS Talk | 20 months of consolidation has created compelling small-cap opportunities: Equitree’s Pawan BharaddiaIn an interaction with Kshitij Anand of ETMarkets, Bharaddia explains why his firm continues to follow a private equity-style investing app...
- ETMarkets PMS Talk | Dinshaw Irani of Helios India stays away from IT, doubles down on domestic consumption amid AI disruptionHelios India is steering clear of IT stocks, citing AI's disruptive potential, and instead champions India's domestic consumption. The firm...
- ETMarkets Smart Talk | AI is real, but AI valuations are not; we are in the FOMO stage of the bubble: Carnelian’s Manoj BahetyAI technology is real but its current valuations are inflated, resembling past market bubbles. Investors are urged to avoid the fear of mis...
- ETMarkets PMS Talk | The best alpha comes from spotting inflection points before the market does: Anuj JainAnuj Jain of Green Portfolio emphasizes identifying businesses at the cusp of transformation for alpha, not momentum. He highlights discipl...
- ETMarkets PMS Talk | We stayed fully invested through elections, tariffs and war fears — and outperformed: Manish Gupta & Viraj Mahadevia of MoneyGrow PMSMoneyGrow PMS has navigated market volatility by focusing on businesses with consistent earnings growth. The fund house identifies opportun...
- ETMarkets PMS Talk | A 'private equity approach' to public markets has driven our investing success for 15 years: Sameer ShahValueQuest's Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying t...
- ETMarkets PMS Talk | From Rs 1 crore to Rs 85 crore in 24 years - the power of high-conviction investing, says Alok AgarwalAlchemy Capital Management's Alok Agarwal highlights how a high-conviction, benchmark-agnostic approach has yielded extraordinary long-term...
- ETMarkets Smart Talk| Stay invested in US markets despite record highs; diversification remains key: Naveen KulkarniInvestors should remain invested in US markets despite record highs, says Naveen Kulkarni of Axis Securities PMS, citing diversification be...
- ETMarkets PMS Talk | Outperforming in a Crash: How Qode Growth Fund beat its benchmark by 14%, explains Rishabh NaharDespite a brutal Q4FY26 sell-off, the Qode Growth Fund outperformed its benchmark by over 14 percentage points. Fund Manager Rishabh Nahar ...
- ETMarkets PMS Talk | 70% in debt & gold helped cut downside risk in FY26: Ametra PMS CIO explains strategyAmetra PMS's Co-founder and CIO, Karan Aggarwal, details how a tactical allocation strategy, heavily weighted towards debt and gold, cushio...
- ETMarkets PMS Talk| No emotional bias, quant model drove 20% FY26 performance: Rohan MehtaThe Growth Mantra PMS Fund delivered strong returns of around 20% in FY26. Its success stems from a disciplined, data-driven investment str...
- ETMarkets PMS talk | Alternative managers gaining ground: 70% of PMS capital now with non-institutional players, says Manish BhandariManish Bhandari highlights PMS sector growth driven by independent managers, with 70% of institutional capital managed outside traditional ...
- ETMarkets PMS Talk: April’s 9.9% spike - Nikhil Johri on what drove Trivantage Capital’s outperformanceTrivantage Capital's portfolio showed impressive gains. Nikhil Johri credits the returns to policy and sectoral factors. RBI's accommodativ...
- ETMarkets PMS Talk: Value, visibility & validation help this fund manager pick stocks for PMS fundHemant Shah of Seven Islands PMS prioritizes growth opportunities in investments, focusing on value, visibility, and validation. The fund's...
- ETMarkets Fund Manager Talk: Why is this Rs 1,900-crore PMS manager still bullish on midcaps and smallcaps?Amit Gupta says: "Energy transition, Make in India and capex would be the key themes, going forward. Over FY22-23, the capex cycle was prim...
- ETMarkets PMS Talk: This 600-cr fund manager focuses on price value gaps to identify stocks for portfolio & manage risk"We are bottom-up stock selectors. We look for market inefficiencies to identify opportunities, and we believe in market efficiency for the...
- ETMarkets PMS Talk: How investing in sector leaders early help this fund manager earn multibagger returns"Elections do bring volatility. If one were to look at data for the last 30 years, despite the short-term volatility around pre and post el...
- ETMarkets PMS Talk: Anil Rego explains framework for stocks that could turn multibaggers in 3-5 years"We have a multibagger framework which we use to identify equities which might turn multi-baggers in a 3-5 year timeline. We use the GARV (...
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