Searched for
MADANAGOPAL RAMU
ETMarkets Smart Talk: From comfort zone to opportunity zone - why large caps may lag behind, says Madanagopal RamuIndia is in a sweet spot in post Tariff war 2.0 world. US has started its China derisking policy during Mr. Trump’s first term through Tari...
ETMarkets PMS Talk: Identifying 'Compounding Machines': Sundaram’s strategy for high growth stocksIt’s not just last month, the strategy has seen a good turnaround in performance in the last 6 months and in the last 6 years, it has creat...
Earnings weakness signals no near-term market breakout, warns Madanagopal RamuIf you are investing in the high growth sectors, you can expect a 20% earnings growth. But if you are going to be a diversified investor wi...
Where should you put your money for long-term growth? Madanagopal Ramu answersThere is a long list of stocks which have benefited due to cyclical upturn which is very short term and when the cycle turns not so favoura...
Mad rally drives double-digit gains in 250 smallcap stocks in blockbuster DecemberIn November, when Nifty 50 gave over 5% returns, 334 smallcap stocks registered double-digit returns.
This Rs 7,500-crore fund manager has a 4x4 wealth multiplier idea for 2024
Year-ender 2023: LIC rakes in Rs 2.3 lakh crore profit amid D-St's bull run! Here are the big moversThe bumper gains registered by domestic equities in 2023 saw India’s biggest bull Life Insurance Corporation of India rake in a massive pro...
ETMarkets Fund Manager Talk: Markets overestimating earnings momentum in mid & smallcap companies, warns this Rs 7,500-crore fund managerMadanagopal Ramu says: "In the long-term, investing in selective quality mid and small caps which fall in the emerging sectors or segments ...
Market likely to deliver a high single digit or low double digit return in 2024: Madanagopal Ramu“India growth story is continuing and there were concerns on a widespread NPA cycle increasing probably in second half but that may not be ...
Dalal Street bulls ride in reverse gear in August; what does September have in store?With just one trading day left in August, benchmarks Nifty 50 and Sensex have lost 1.6% each for the month. This is after clocking 14% gain...
ETMarkets Smart Talk- This fund manager managing over Rs 3500 cr in AUM is betting big on India story; here’s whyThe market has seen a leg up in the last 4 months, after almost 18 months of consolidation. The market might revert to being consolidated i...
Madanagopal Ramu on 3 themes to play for attractive risk-reward on a 2-3-year basis“There are four-five stocks in each of these three themes in addition to the digital space and that is how we create our 20-stock portfolio...
ETMarkets Fund Manager Talk- Why is India a safe haven for investments? Fund Manager Madanagopal Ramu explainsWith crude oil at $75 a barrel, inflation heading to lower levels and macro growth looking strong and being supported by manufacturing and ...
Market yet to factor in rate cut scenario: Madanagopal RamuObviously, a rate cut sort of a scenario is very positive for growth cyclicals and banking, auto, consumer discretionary all these companie...
FII Tracker: $68 million a day! 2022 exodus worst in India historyAmid quantitative easing by global central banks in the wake of the Covid-induced financial crisis, Dalal Street was overflowed with helico...
ETMarkets Fund Manager Talk: Avoid value traps in 2023! This money manager is positive on these 4 themes"We expect more volatility in Indian indices in the first half. But as we move closer to end of 2023, we expect inflation to moderate, givi...
Don’t see private capex picking up in infra and industrials before a year: Madanagopal Ramu“We are seeing a lot of momentum in the exporter side, particularly the manufacturing side. So, specialty chemicals, pharma API manufacture...