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Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...- AlphaGrep enters MF space, eyes Rs 25,000-30,000 cr AUM in 3-5 yrs; to launch maiden scheme on Jul 6The move comes after the company received approval from the Securities and Exchange Board of India (Sebi) to commence mutual fund operation...
- 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...
- HFCL shares rally 22% in just 5 sessions. Here’s what technical charts indicateHFCL shares jumped on Tuesday, extending their winning streak to a fifth straight session with gains of over 22% during this period. Techni...
- HFCL shares soar 10% to fresh record high, skyrocket 172% in four months. Should you buy or wait?HFCL has transitioned from a base breakout to a momentum extension after a sharp rally, says Harshal Dasani of INVasset PMS. The stock has ...
- Mankind, other pharma stocks rally up to 7%; Nifty Pharma scales fresh peak. What lies ahead?Pharma stocks surged on Wednesday, supported by strong earnings and a weakening rupee, even as Sensex and Nifty traded lower. The Nifty Pha...
- Paying extra for MF-PMS? Here’s what investors get and what they may lose on returnsPMS-style mutual fund advisory can fetch you a curated selection of funds with allocation and execution embedded. This convenience faces a ...
- Informal ‘benami’ investments may now face confiscation; Supreme Court ruling puts family property deals under scannerWhere family arrangements are involved, they must comply with legal conditions, including joint ownership where required. Informal arrangem...
- Quit metro life for a smaller city? Here’s the real money math Indians must check before movingMany are trading metro life for tier 2 cities, seeking better quality of life, cleaner environments, and reduced stress. While income may f...
- 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...
- On first PM visit to Norway in 4 decades, Modi and hosts to discuss long-term LPG dealPrime Minister Narendra Modi will visit Norway next week, marking the first trip by an Indian PM to Oslo in 43 years. Talks are expected to...
- India Inc backs Modi’s appeal to cut gold buying and foreign travel amid West Asia tensionsIndian businesses are reviewing spending and work-from-home policies after Prime Minister Narendra Modi's call to save foreign exchange and...
- Rising energy bills: How EVs, rooftop solar, induction cooking can protect your household budget and how much they actually costFuel prices are volatile, electricity tariffs are rising, and your LPG cylinder is at the mercy of global events. Here’s how switching to a...
- PM’s UAE visit to advance Strategic Defence PartnershipPrime Minister Narendra Modi's visit to the UAE will focus on strengthening the Strategic Defence Partnership. This collaboration includes ...
- The global markets are an AI story…or are they?The narrative that markets need an AI story is outdated. Leadership has shifted from Big Tech to broader markets and old-economy sectors, e...
- Know Your Fund Manager | Sameer Narayan, Head – Alternate Investment – Equity, Aditya Birla Sun Life AMCGrowing up in a middle-class family that valued discipline and long-term thinking, I developed an early interest in understanding how busin...
- Vedanta demerger done. Should investors buy or sell the stock now?Vedanta shares adjusted sharply post demerger, reflecting exclusion of four business units. While strong Q4 earnings and broker targets ind...
- How much will Vedanta's share price fall after adjusting to demerger tomorrow? What experts sayVedanta shares are poised for a significant adjustment tomorrow following a special pre-open session, with analysts projecting a price rang...
- Rainmatter invests Rs 20 crore in wealth management startup Prime InvestorZerodha-backed Rainmatter has injected Rs 20 crore into Chennai-based Prime Investor, marking the wealth advisory startup's first instituti...
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