India’s strategic sectors poised for growth despite export challenges: Hiren Ved, Alchemy CapitalHiren Ved, Alchemy Capital, highlights that India’s strategic sectors—defence, semiconductors, healthcare, and consumption-driven markets—o...
18 Aug, 2025, 05.40 PM IST
Will India’s consumption surge drive markets? Hiren Ved’s take on festive season optimismHiren Ved highlights India’s consumption revival driven by tax cuts, GST reforms, and RBI measures, boosting festive season spending. While...
18 Aug, 2025, 04.43 PM IST
Government unlikely to tinker with capital gains tax; market leadership to stay with cyclicals: Hiren VedThere is always sector rotation. But the leadership that we have seen in power, capital goods, defence, railways, the so-called cyclical se...
19 Jul, 2024, 04.36 PM IST
Just because 2023 was good, doesn’t mean we have to turn bearish & raise cash in 2024: Hiren VedHiren Ved says: “I continue to be extremely bullish for the next couple of years. There is no reason to be bearish. You should be mindful o...
31 Dec, 2023, 09.00 AM IST
Next multibaggers may come from private financials, cyclicals: Hiren Ved, Alchemy CapitalCyclicals could be infra, capital goods, cement and it could be anything among these which is linked to recovery in economic growth, says A...
24 Dec, 2016, 11.28 AM IST
We have to wait for next quarter results to gauge IT sector: Hiren Ved, Alchemy Capital CIOHiren Ved said that Cognizant trimming the growth rate may not necessarily reflect the trend in IT industry and it can be company specific ...
15 Feb, 2016, 12.30 PM IST
This is a ‘buy on dips’ market; deploy money on every correction: Hiren Ved, Alchemy Capital Management"Right now the markets are correcting more because of what is happening globally as opposed to what is happening in India."
18 Dec, 2014, 10.59 AM IST
Investors staying the course will make lots of money going ahead: Hiren Ved, Alchemy Capital ManagementIndia has had global tailwinds between 2003 and 2007, but this time it is a different kind of tailwind. It has not generated so much global...
25 Oct, 2014, 05.24 PM IST
Economic reforms, earnings to be next triggers for market: Hiren Ved, Alchemy CapitalEarnings are going to be a great leveller in this market. The money is going to go in companies which now follow up with earnings, Ved said.
02 Aug, 2014, 06.22 PM IST
Markets should cross poll-time highs in next 1-2 quarters: Hiren Ved, Alchemy Capital Management"Something will go up, then after that something else. So, it is going to be a nice merry-go-round for a long period of time."
23 May, 2014, 05.17 PM IST
Markets currently offer a fair risk reward: Hiren Ved, Alchemy Capital Management"Three months ago, the risk reward was great. We have seen a rally and some of that has already started to get discounted."
30 Mar, 2014, 09.58 AM IST
Next couple of quarters may be very good for Infosys: Hiren Ved, Alchemy Capital Management"The market is just about consolidating. If you see the emerging markets across the globe, there has been a very tepid start to the year."
10 Jan, 2014, 01.29 PM IST
Buy a good quality midcap mutual fund unit, you'll make money: Hiren Ved, Alchemy CapitalOne thing is very clear that there is value in that side of the market but there is no visibility of the same.
01 Nov, 2013, 06.00 PM IST
Earnings, policy moves to define the course of market in long run: Hiren Ved, Alchemy Capital Management"In the long run obviously how earnings catch up and how our policy moves, those things will define what happens to India," says Hiren Ved.
18 May, 2013, 10.14 PM IST
Bullish on Bata India from long-term perspective: Hiren Ved, Alchemy Capital Management"We still like Bata. It is something that we have held for a couple of years. It has done well."
17 May, 2013, 04.11 PM IST
Budget 2012: Hope the Finance minister takes realistic assumptions, says Hiren Ved, Dir and CIO, Alchemy CapitalNobody is expecting a big bang Budget but there will be a lot of creativity that will be unleashed. This is the only year where we can achi...
12 Mar, 2012, 11.10 AM IST
- Markets may test this level a couple of times: Alchemy Capital
In an interview with ET Now, Hiren Ved, Director & CIO, Alchemy Capital Management, talks about the markets. Excerpts:
02 Sep, 2011, 01.26 PM IST