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PANKAJ TIBREWAL PORTFOLIO
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...- 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...
- 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...
- 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...
- Small cap mutual funds can reward patient investorsThere is always a debate on how much diversification is okay in a mutual fund scheme. Nippon India Small Cap Fund holds 147 stocks and Sami...
- 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...
- Kotak Mutual Fund launches Kotak Business Cycle FundKotak Mutual Fund has launched Kotak Business Cycle Fund, an open-ended scheme following business cycles based on investing themes.
- Kotak Small Cap mutual fund review: Good bet for the long termWhile the fund performance suffered briefly around the time of transition, it has put on a strong show for the past few years. Its superior...
- Kotak Emerging Equity mutual fund review: Track record provides comfortThis fund has recently reduced its small-cap exposure in favour of large-caps. The fund manager's focus on high-quality companies with robu...
- Kotak Emerging Equity Fund: Fund reviewAmong mid cap focused schemes that have done well in most periods of market cycles, mutual fund investors can consider Kotak Emerging Equit...
- Kotak Emerging Equity Scheme: Fund reviewOne of the key aspects of the scheme is the quality of its portfolio, which includes companies that have high corporate governance standard...
- 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."
- Kotak Emerging Equity Fund: Fund reviewThe time-tested adage says that long-term investors always gain when they buy into good stocks when markets are falling.
- Kotak's Pankaj Tibrewal on how to politics-proof your portfolio“As a country we have always either underestimated or exaggerated politics.”
- 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...
- Markets have moved to a fair value plus zone, not so attractive any more: Pankaj Tibrewal, Kotak Mutual FundWe have seen decent numbers being reported by cement companies and we believe that at least for the next couple of quarter cement will repo...
- IT and certain pockets of pharma may disappoint on earnings: Pankaj Tibrewal, Kotak Mutual FundIn the investment universe of 350 to 400 companies, our endeavour has been to select 50 or 60 stocks at any point of time which are compoun...
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