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...
27 Aug, 2025, 04.40 PM IST
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...
21 Aug, 2025, 09.00 AM IST
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...
10 Jul, 2025, 08.01 AM IST
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...
23 Jun, 2025, 09.00 AM IST
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...
28 May, 2025, 08.11 AM IST
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. ...
23 Apr, 2025, 09.00 AM IST
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...
21 Jan, 2025, 09.38 PM IST
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. ...
19 Jan, 2025, 03.03 PM IST
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...
18 Jun, 2024, 09.00 AM IST
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 ...
18 Apr, 2024, 10.34 AM IST
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...
18 Apr, 2024, 09.18 AM IST
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 ...
25 Jan, 2023, 10.19 AM IST
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...
13 Jan, 2023, 09.19 AM IST
India-UK FutureTech FestivalIndia-UK FutureTech Festival paves the way for further bilateral growth through Innovation and Technology
04 Jan, 2019, 10.29 AM IST
Facebook, T-hub accelerator program opens todayThe six months program will have a three-month accelerator program and the start-ups will be further mentored once they graduate out of the...
23 Jan, 2018, 07.07 PM IST
Bengulureans switch to digital storytelling for wider reachIndividuals and organisations are complementing their storytelling skills with low-tech and open-access digital approaches.
11 Sep, 2017, 07.28 PM IST
Former Supreme Court judge Krishna Iyer dies at 100Iyer, as vacation judge of SC, upheld the Allahabad High Court verdict which found Indira Gandhi guilty on charge of misuse of govt machine...
05 Dec, 2014, 04.00 AM IST