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MILIND KARMARKAR
Retail to lead India’s next consumption wave: Milind KarmarkarRising per capita incomes are shifting India’s consumption growth from FMCG to retail, offering higher returns. Experts highlight retail st...- Q-Commerce vs retail: Milind Karmarkar weighs in on Zomato, Swiggy vs D-Mart, V-MartQuick commerce continues to gain traction in India's urban centers, while traditional big-box retail remains strong in smaller towns. Fund ...
- Milind Karmarkar explains why both traditional retail and quick commerce can thrive in IndiaMilind Karmarkar discusses the future of quick commerce versus traditional retail, highlighting high population density and per capita inco...
- Market correction presenting opportunity for long-term investors: Milind KarmarkarMilind Karmarkar of Dalal & Broacha predicts market corrections are temporary, pointing to previous trends where corrections preceded growt...
- Tata Group's strong governance to continue post Ratan Tata era: Milind KarmarkarWe have invested earlier, but now at this stage what I think is that these are companies where a long-term, large growth potential probably...
- Companies focusing on value for money to drive India's growth: Milind KarmarkarSo, any company which basically focuses not only on the top end, but something that is value for money, significant value for money, for th...
- Markets should double in next four-five years: Milind KarmarkarMaybe we will look at it at that point in time, but right now we miss getting into it early, but as of now we do not want to buy it.
- No single theme to drive market; volatility to continue: Milind KarmarkarSo, my belief is that whenever a coalition is at the centre, then you see a decent growth. The clear focus is economics. The clear focus is...
- Long-term, consumer sector will far surpass manufacturing: Milind KarmarkarMilind Karmarkar says: “In mid and especially smallcaps, there are excesses. It may continue for a long time, because I have learned that d...
- Lazy investor or master strategist? Why was Milind Karmakar never tempted to sell Trent?Milind Karmarkar says: “A retail investor definitely needs to be lazy. At the same time, they also need to keep returning back to investmen...
- We see large opportunity in EMS companies: Milind KarmarkarWe have Maruti in our portfolio. But besides that we have never bought into autos because frankly, again, a big part of business which is c...
- Here's why Milind Karmarkar is bullish on consumption themeYes the cuisine is different but the appetite still remains the same. In fact the appetite probably is higher and because of that I do see ...
- Milind Karmarkar on consumption theme and the art of long-term investment“India is on way to reach the target of becoming a $5-trillion economy. In all probability, the per capita income may also more than double...
- Next leg of consumption story may play out on services side: Milind Karmarkar''Whenever a company continues to grow at 24 per cent YoY, the multiple remains high.''
- Eye on 3 themes for Vision 2020: Milind Karmarkar, Dalal & BroachaPrefer India pharma to MNCs and not keen on largecap IT as the scope for growth is less now.
- Why Milind Karmarkar remains bullish on retail in age of AmazonKarmakar is happy to allocate 15% of your portfolio only to retailers
- Bata offers massive opportunity, could be a $3-4 billion company 10-15 years hence: Milind Karmarkar"Over a longer period, I would look at the ratio of raw material to sales. As long as that is in a comfortable level, I would not mind buyi...
- Bullish on financials, pharma, consumption sectors: Milind KarmarkarM&M Financial Services has the strongest presence in rural India and over a period of time rural sector will grow significantly, says Milin...
- Consumption stocks will drive the economy in the coming times: Milind Karmarkar, Dalal & Broacha Stock BrokingThe increasing per capita income could be the theme to look at. With younger generation coming into the earning age, consumption will drive...
- Long-term investors can buy Trent at current levels: Milind Karmakar, Dalal & Broacha Stock BrokingI will hold on to the stock till the time I feel the business is matured and is probably growing at about 7%-8% and at that point of time I...
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