Pankaj Tibrewal of IKIGAI Asset Manager discusses market trends, emphasizing trust, performance, and purpose. He advises on investment oppo...

First, 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...

There 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...

Tibrewal 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 has launched Kotak Business Cycle Fund, an open-ended scheme following business cycles based on investing themes.

While the fund performance suffered briefly around the time of transition, it has put on a strong show for the past few years. Its superior...

This fund has recently reduced its small-cap exposure in favour of large-caps. The fund manager's focus on high-quality companies with robu...

Among mid cap focused schemes that have done well in most periods of market cycles, mutual fund investors can consider Kotak Emerging Equit...

One of the key aspects of the scheme is the quality of its portfolio, which includes companies that have high corporate governance standard...

"Over the next 18 to 24 months we believe that the polarisation which we are seeing in Nifty should be behind us."

The time-tested adage says that long-term investors always gain when they buy into good stocks when markets are falling.

“As a country we have always either underestimated or exaggerated politics.”

After this correction, some sanity is likely to prevail in the market, says Pankaj Tibrewal

Most of the largecap IT companies will find it difficult to change the business model fast.

We are excited about the public capex which is picking up very strongly across the board and that is leading to positive sentiment across t...

We have seen decent numbers being reported by cement companies and we believe that at least for the next couple of quarter cement will repo...

In 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...