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KRISHNAN VR MARCELLUS
Extended valuations cap smallcap upside, largecaps preferred: Marcellus’ Krishnan VRDespite a 16-month period of subdued returns, mid- and small-cap valuations remain elevated, limiting rebound potential. Krishnan VR of Mar...- Can smallcaps stage a broader rally in H2FY26? Krishnan VR flags the triggersSmallcap outlook remains uncertain as valuation excesses drive a sharp correction. A broader rally in H2FY26 hinges on easing FPI selling, ...
- Silver soars 59%, gold jumps 47% in 2025 but Nifty only 4%. Is the great reversal coming?Precious metals have dramatically outperformed Indian stock market this year, with silver up 59% and gold 47% against Nifty50's 4%. While s...
- Don't allocate more than 8-10% to gold and silver now: Marcellus’ Krishnan VR explains whyKrishnan VR of Marcellus Investment Managers has advised limiting gold and silver allocation to 8–10% despite record returns. He stresses e...
- Trump tariff impact on India ‘overhyped’; premium consumption, NBFCs to lead growth: Marcellus' Krishnan VRTrump tariff impact on India: New US tariffs are expected to have a limited impact on India's economy. Krishnan VR of Marcellus believes do...
- IT stocks can reverse losses in short-term, Krishnan VR of Marcellus explains whyKrishnan V R suggests a potential short-term rebound in the IT sector if US macro data improves, driven by possible Fed rate cuts due to we...
- Tariff fears hit pharma, but long-term story remains intact: Krishnan VRKrishnan VR suggests investors be selective and valuation-aware amidst uncertainties, favoring companies with strong earnings growth. Recen...
- Macros more favourable for quality growth style than value: Krishnan VRMarcellus quant team observes market breadth improvement. Small and mid-caps recovered since March. High beta and growth stocks performed w...
- Is bottom-up investment strategy key to unlocking growth in today's market? Krishnan VR explainsKrishnan VR of Marcellus Investment Managers advises investors to focus on bottoms-up stock analysis, particularly in the mid and small-cap...
- Smart money's smallcap secret: 13 stocks FIIs & MFs can't stop buying in FY25Foreign institutional investors and mutual funds have consistently increased their stakes in 13 smallcap stocks throughout FY25, including ...
- FIIs hit sell button on TCS, Infosys and 5 other IT stocks. Is this peak pessimism?India’s IT sector is witnessing a sharp correction, with FIIs exiting heavyweights like TCS, Infosys, and HCL Tech. The Nifty IT index has ...
- IT stocks to recover if there's no slowdown in the US: Krishnan VRI think on fundamentals alone the broader financial services sector presents attractive opportunities in insurance, wealth management etc. ...
- Trump tantrum is here! How it may impact stock market & what investors should doDonald Trump's potential return as US President could impact Indian stock markets, affecting sectors like pharma and IT. Policies may boost...
- Fund Manager Talk: Trump presidency not a big threat to IT but can affect FII flow: Krishnan VRIn the coming weeks, investors face a busy period with the Q3 earnings season, Trump’s swearing-in, the Fed meeting, and the Union Budget. ...
- Fund Manager Talk | Rally in rail, defence stocks at execution risk: Krishnan VRThe portfolio was up 1.7% in May compared to 0.8% for the benchmark BSE 500 total return index. Because many portfolio companies reported t...
- LIC cuts stake in 16 PSU stocks as portfolio soars to Rs 14 lakh croreLIC cuts stakes in 16 PSUs, profit booking seen. Portfolio value surges to Rs 14 lakh crore in 2024, up by Rs 1.6 lakh crore. Market cap of...
- Chote Miyan charm! 32 smallcap stocks just became more popular with mutual fundsMutual funds showed interest in smallcap stocks, with 32 attracting fresh buying. Stocks like Schneider Electric Infrastructure and Nuvama ...
- ETMarkets Fund Manager Talk: Not found many opportunities in PSU stocks, says Krishnan VR of MarcellusKrishnan VR emphasizes the importance of order execution and actual earnings growth in the PSU sector. He discusses the moderation of marke...
- Saurabh Mukherjea takes cue from Brad Pitt film to launch quant fundThe selection of stocks, which is done using a Python code, begins with forensic screening and looking for companies with low leverage and ...
- ETMarkets Fund Manager Talk : India seeing structural trend in financialization of savings: Krishnan VR, Marcellus CapitalOur selection criteria favours companies which generate high returns on capital and are currently undervalued. Our valuation measure is bas...
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