Aerospace and semiconductor sector to define next market decade: Pankaj TibrewalFinancials are leading the Indian market rally, with metals poised for a comeback driven by global commodity upcycles and China's structura...
29 Oct, 2025, 02.27 PM IST
Earnings recovery, banking revival to drive markets in FY-27: Pankaj TibrewalThe mutual fund industry faced an unexpected shock as SEBI proposed a fresh cut in total expense ratios (TER) for AMCs. This move, impactin...
29 Oct, 2025, 02.04 PM IST
Avoid euphoric valuations, keep cash for better entry points: Pankaj TibrewalPankaj Tibrewal of IKIGAI Asset Managers finds current valuations too high for new investments. Defence sector valuations are especially pr...
16 May, 2025, 01.33 PM IST
Transmission & distribution stocks set for a boost as India’s energy infrastructure expands: Pankaj TibrewalI believe that probably Indian investors are matured by large, that number may not accelerate but that should not see a very significant re...
24 Jan, 2025, 12.10 PM IST
By 2035, EVs to consume 6 to 8.7 pc of India's electricity: ReportThe electric vehicles (EVs) in India are set to consume a significant share of the country's electricity by 2035, highlighted a report by I...
30 Sep, 2024, 12.19 PM IST
Time to be a risk manager rather than a fund manager: Pankaj TibrewalSimilarly, in India, we see certain pockets of exuberance. We believe this is a market where we need to be absolutely sure what not to inve...
05 Aug, 2024, 01.45 PM IST
Which pockets will see profits decelerate, remain flattish, or go up in Q1? Pankaj Tibrewal answersStock market analyst discusses the outlook on defence stocks and suggests focusing on durables, value retailers, and staple companies for p...
06 Jul, 2024, 09.00 AM IST
It’s a raging bull market; navigate the next 12-18 months with caution: Pankaj TibrewalPankaj Tibrewal from IKIGAI Asset Manager emphasizes the importance of risk management in the current market scenario due to slowing earnin...
05 Jul, 2024, 02.04 PM IST
Earnings momentum starting to slow down; margins may falter in Q4 & Q1: Pankaj TibrewalPankaj Tibrewal of IKIGAI Asset Manager discusses market trends, emphasizing trust, performance, and purpose. He advises on investment oppo...
17 Mar, 2024, 10.37 AM IST
Who's rooting hardest for a Sam Bankman-Fried conviction?Eleven months after FTX's implosion sent an already declining cryptocurrency market into a doom spiral, Bankman-Fried's trial is set to reo...
02 Oct, 2023, 06.01 PM IST
India's clean energy shift holds $25 bn potential, reports Avendus Capital studyIndia's energy transition landscape provides a $25-billion, or about Rs 2 lakh-crore, annual investment opportunity for investors, led by g...
29 Mar, 2023, 12.47 AM IST
Dons of Dalal Street: How this chemical engineer found his way to lead one of India’s top mutual fund houses"In money management, being independent is very important. Having an independent thought process is very important because most often we in...
03 Jan, 2023, 04.09 PM IST
Investors worried as India mulls banning BitcoinFollowing the government’s announcement that it plans to ban private cryptocurrencies, the family office has approached a leading foreign e...
10 Feb, 2021, 09.45 AM IST
Panel’s cryptic stance foxes crypto investorsInvestors face the unsavoury prospect of seeing their crypto wealth erode to zero.
24 Jul, 2019, 09.43 AM IST
Facebook may abort Libra launch in IndiaSocial network has not filed application with RBI, which does not allow banking network to be used for cryptocurrency transactions'
22 Jun, 2019, 08.31 AM IST
Move to ban cryptocurrency has Indian blockchain firms worriedThe yet-to-be-released report also highlights illegal transactions and tax evasions among problems.
12 Jun, 2019, 08.28 AM IST
Bitcoin adds market share as crypto winter turns glorious summerBitcoin rallied 51 per cent since the beginning of May; Ether, rose 29 per cent.
15 May, 2019, 12.33 PM IST