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PMS TALK
Japanese PM Takaichi's proposed India trip in July to focus on energy supplies; critical mineralsJapanese Prime Minister Sanae Takaichi may visit India in July for the annual Summit. This visit aims to strengthen cooperation with India,...- ETMarkets PMS Talk | We stayed fully invested through elections, tariffs and war fears — and outperformed: Manish Gupta & Viraj Mahadevia of MoneyGrow PMSMoneyGrow PMS has navigated market volatility by focusing on businesses with consistent earnings growth. The fund house identifies opportun...
- ETMarkets PMS Talk | A 'private equity approach' to public markets has driven our investing success for 15 years: Sameer ShahValueQuest's Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying t...
- Piyush Goyal says India, Canada aim to seal CEPA by year-end; target $50 billion trade by 2030India and Canada are working to finalize a trade agreement this year. Both nations aim to significantly boost economic cooperation. Bilater...
- 'Parle will never find brand ambassadors like these again': PM Modi gifts melody to Italian counterpart Giorgia Meloni and internet can't keep calmPrime Minister Narendra Modi's thoughtful gift of Parle Melody toffees to Italian PM Giorgia Meloni has captivated the internet. As soon as...
- PM Narendra Modi's convoy reduced to just two cars, watch viral videoPrime Minister Narendra Modi has significantly reduced his convoy size to just two vehicles during recent domestic travel, a move also adop...
- PM Narendra Modi asks SPG to halve convoy size amid austerity push: ReportPrime Minister Narendra Modi has ordered a significant cut in his official carcade. The Special Protection Group is reducing convoy vehicle...
- ETMarkets PMS Talk | From Rs 1 crore to Rs 85 crore in 24 years - the power of high-conviction investing, says Alok AgarwalAlchemy Capital Management's Alok Agarwal highlights how a high-conviction, benchmark-agnostic approach has yielded extraordinary long-term...
- ‘Most Indians retire asset-rich but income poor’: Edelweiss MF’s Radhika Gupta on retirement planning, SIP resilience, lifecycle funds, and simple investingOne of the industry’s most recognisable voices on investing, Radhika Gupta, MD and CEO, Edelweiss Mutual Fund, has helped shape both her fu...
- Geopolitical tensions drag markets lower, but Nifty ends week in greenIndian equities closed lower Friday, impacted by renewed US-Iran tensions, though the market secured weekly gains thanks to falling oil pri...
- ETMarkets Smart Talk| Stay invested in US markets despite record highs; diversification remains key: Naveen KulkarniInvestors should remain invested in US markets despite record highs, says Naveen Kulkarni of Axis Securities PMS, citing diversification be...
- ETMarkets PMS Talk | Outperforming in a Crash: How Qode Growth Fund beat its benchmark by 14%, explains Rishabh NaharDespite a brutal Q4FY26 sell-off, the Qode Growth Fund outperformed its benchmark by over 14 percentage points. Fund Manager Rishabh Nahar ...
- ETMarkets PMS Talk | 70% in debt & gold helped cut downside risk in FY26: Ametra PMS CIO explains strategyAmetra PMS's Co-founder and CIO, Karan Aggarwal, details how a tactical allocation strategy, heavily weighted towards debt and gold, cushio...
- ETMarkets PMS Talk| No emotional bias, quant model drove 20% FY26 performance: Rohan MehtaThe Growth Mantra PMS Fund delivered strong returns of around 20% in FY26. Its success stems from a disciplined, data-driven investment str...
- ETMarkets AIF Talk| 3M framework helps us identify sustainable compounders: Rajesh KothariAmid market volatility, Rajesh Kothari advocates a disciplined stock-picking approach using his 3M framework—Market Size, Market Share, and...
- Fresh hopes of US-Iran talks bring peace to D-StreetTrump, according to news reports, said that the US-Iran peace talks could resume in Islamabad over the next two days following the breakdow...
- Capital market stocks: Time to change strategy? 10 stocks from different parts of the ecosystemThe capital market infrastructure sector has grown into a full-fledged, publicly-traded ecosystem. Today, investors can pick from exchanges...
- Your smart investment playbook for FY27: What to buy, what to avoid and how to diversify after a rough FY26FY26 left your equity portfolio bruised. As FY27 begins, here’s how to heal it.
- ETMarkets PMS Talk: Why InCred Healthcare PMS is overweight on hospitals and diagnostics for 2025InCred healthcare portfolio offers a structural investment product that invests in 5 different baskets of businesses like Branded Generics,...
- ETMarkets PMS Talk: Anil Rego explains framework for stocks that could turn multibaggers in 3-5 years"We have a multibagger framework which we use to identify equities which might turn multi-baggers in a 3-5 year timeline. We use the GARV (...
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