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MILIND KARMARKAR PORTFOLIO
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...
- 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...
- 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...
- What Milind Karmarkar sold and added in his portfolio in quest for double digit growth in next 3 years“The issue is whether you can get in and out of a stock at the right time. You identify what is stagnating, you get out and get into someth...
- 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...
- 3 factors could differentiate between 2023 and 2022 from a market standpoint: Milind Karmarkar“I keep looking at the markets and we keep looking at stocks where the market feels there is no growth left in the stock and if we see the ...
- We will have a good 2023 in terms of economy and markets; top 3 holdings remain unchanged: Milind Karmarkar“Over a longer period of time, corporates will probably borrow from the stock markets in debentures and bonds rather than going to the bank...
- 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...
- Growth Forever: Why Milind Karmarkar has not changed top 3 stocks in his portfolio since Covid"We are sitting on a little bit of cash, not significant cash and we have added a few industrials in the last few months because I think th...
- Keeping Zomato, Nykaa under radar; might buy them when valuation is right: Milind Karmarkar“The key lesson out of this would be to focus on businesses that are likely to do well and look at some kind of profitability coming into t...
- Fintech the ultimate wealth creator among financials in next few years: Milind Karmarkar“On a scale of 1 to 10, the possibility that markets can give double digit returns CAGR is 8 out of 10.”
- Is ESG investing overdone? What to do with ITC, NTPC & Coal IndiaOne should be conscious of the environment but I do not think ESG will be a theme over a longer period of time to grow and make more money ...
- Are hospital stocks a long-term bet or will the momentum end after Covid?"In the short term, I don't think hospitals are a great Covid play because they have to give their beds at a substantial discount."
- 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
- 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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