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PANKAJ TIBREWAL
Pankaj Tibrewal on AI, capital markets and where investors should focus in 2026Indian investors are focusing on midcap IT companies, private banks, and hard assets. Midcap IT firms are expected to grow faster due to AI...- Aerospace and semiconductor sector to define next market decade: Pankaj TibrewalFinancials are leading the Indian market rally, with metals poised for a comeback driven by global commodity upcycles and China's structura...
- Avoid euphoric valuations, keep cash for better entry points: Pankaj TibrewalPankaj Tibrewal of IKIGAI Asset Managers finds current valuations too high for new investments. Defence sector valuations are especially pr...
- Focus on bottom-up stock selection over passive strategies: Pankaj TibrewalPankaj Tibrewal of IKIGAI Asset Managers sees a bright future for Indian entrepreneurs. He notes improved macro factors like lower oil pric...
- Cement, Metals and Consumption: Pankaj Tibrewal’s top sectoral bets for FY26The RBI policy pivot is a very important and substantial move from a macroeconomic perspective and over the next few quarters we will start...
- Prepare for narrower breadth and selective rally for next 12-18 months: Pankaj TibrewalAnd if you look at in the past, never the upgrade or the downgrade cycle stops in one quarter. What we call is momentum and fundamentals co...
- Which pockets will see profits decelerate, remain flattish, or go up in Q1? Pankaj Tibrewal answersStock market analyst discusses the outlook on defence stocks and suggests focusing on durables, value retailers, and staple companies for p...
- It’s a raging bull market; navigate the next 12-18 months with caution: Pankaj TibrewalPankaj Tibrewal from IKIGAI Asset Manager emphasizes the importance of risk management in the current market scenario due to slowing earnin...
- Earnings momentum starting to slow down; margins may falter in Q4 & Q1: Pankaj TibrewalPankaj Tibrewal of IKIGAI Asset Manager discusses market trends, emphasizing trust, performance, and purpose. He advises on investment oppo...
- Pankaj Tibrewal quits Kotak Mutual Fund“Pankaj has been with Kotak Mahindra AMC for close to 14 years. We would like to wish him all the very best for his future endeavours and t...
- Stay disciplined, move incremental capital to largecaps: Pankaj TibrewalAnd on Monday, this week, we saw that the market breadth was one of the worst with more than 1200 stocks declining or having a drawdown of ...
- 4 sectors Pankaj Tibrewal is bullish on for short termFirst, on a fundamental basis, if you look at, we always track something called earnings yield which is nothing but one by PE and on a trai...
- Risk-takers can use small bets to ride the biz cyclesTibrewal manages the mid-cap, small-cap and hybrid funds at Kotak Mutual Fund with assets of more than Rs 30,000 crore. All the three funds...
- Pankaj Tibrewal's checklist for investing in an IPO‘In this IPO frenzy, one needs to be careful about selecting the right businesses.’
- Pankaj Tibrewal's 3 mantras for picking midcapsBroader market should outperform Nifty in the next 18-24 months, says Kotak MF Equity Portfolio Manager
- You can play financial savings theme via insurance stocks: Pankaj Tibrewal, Kotak MF"Over the next 18 to 24 months we believe that the polarisation which we are seeing in Nifty should be behind us."
- Use volatility as an opportunity to invest in good companies: Pankaj TibrewalAfter this correction, some sanity is likely to prevail in the market, says Pankaj Tibrewal
- Market share story playing out for PSU banks now: TibrewalMost of the largecap IT companies will find it difficult to change the business model fast.
- Betting on consumer discretionary, capital goods and financial savings: Pankaj Tibrewal, Kotak MFWe are excited about the public capex which is picking up very strongly across the board and that is leading to positive sentiment across t...
- Worried about Chinese policy and currency action: Pankaj Tibrewal, Kotak Mutual FundGlobal markets have been too calm for too long and that means someday something may come up suddenly
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