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PORINJU VELIATH PORTFOLIO STOCKS
ETMarkets Smart Talk | AI and semiconductors remain the best global investment themes today: Niteen DongareAs Indian investors increasingly diversify globally, AI and semiconductors remain the most compelling long-term investment themes, accordin...
Should you switch your mutual funds after a few months? Expert offers a reality checkExperts advise against frequent mutual fund portfolio changes based on short-term performance. An investor's midcap and smallcap investment...
Quote of the day by David Swensen: "If you’re investing with a long time horizon, having an equity bias makes sense; stocks go up in the long run"David Swensen emphasised the importance of maintaining an equity bias for long-term investors, noting that stocks tend to deliver stronger ...
Investing over Rs 43,000 monthly through SIPs? Here’s what an expert recommends for 20-year investment journeyA financial expert reviews a Rs 43,500 monthly SIP portfolio built for a 20-year horizon and suggests minimal changes. The key recommendati...
ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEOGlobal markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGir...
US Stock Market: Russell index revamp set to trigger massive trading as SpaceX joins benchmarkA massive $150 billion trading surge is expected Friday as FTSE Russell's indexes undergo their annual overhaul, now happening twice a year...
Quote of the day by Daniel Kahneman: "In any diversified portfolio, there will be both winners and losers, and the consideration that should determine which you should sell, if any, is certainly not the price at which you bought it originally"Daniel Kahneman’s insight highlights how anchoring to purchase price distorts investment decisions. Investors often hold losing stocks and ...
Adding gold to portfolio can boost returns without significantly increasing risk: WhiteOak studyA WhiteOak Capital study highlights the benefits of a multi-asset strategy, showing that combining equity, debt and gold can improve risk-a...
Planning a Rs 7 crore corpus in 12 years? Expert recommends active funds over index fundsAn investor's query about active versus passive funds for long-term goals received expert advice. While index funds offer low costs, active...
Nikkei marks record closing high as AI shares rally on Micron forecastTokyo's Nikkei index soared to a record high, surging over 4% on Thursday. This significant jump was fueled by a powerful rally in AI-relat...
FPIs continue selling spree in first half of June; financials, oil & gas hit hardestForeign investors offloaded shares worth a staggering ₹64,761 crore in the first half of June, the highest since March, driven by elevated ...
Info Edge shares jump 4% as AI portfolio doubles to Rs 1,268 crore; total holdings at Rs 41,300 croreInfo Edge's stock surged over 4% as its artificial intelligence investments more than doubled in value, reaching Rs 1,268 crore. The compan...
Rather than picking IPOs every month, let a fund do it for you: Radhika Gupta on Edelweiss Recently Listed IPO FundIPO investing is gaining traction, but picking winning stocks is tough for individuals. Edelweiss Mutual Fund CEO Radhika Gupta suggests th...
Started investing in your 40s? You can still achieve your financial goals, but focus on these priorities firstAshish Mishra is currently focussing on two primary financial goals — his child’s education and an early retirement at 51. Here’s what the ...
9 Sensex stocks with up to 40% upside potential. Are these in your portfolio?Analyst target prices suggest several Sensex heavyweights could offer strong upside over the next 12 months. Based on Trendlyne consensus e...
Abu Dhabi Investment Portfolio: 10 stocks rally up to 106% in CY26, 2 new picks added in Q4In terms of stock price performance during CY26, about half of the portfolio holdings have delivered positive returns. Among these, 10 stoc...
Sunil Singhania-backed Abakkus Flexi Cap Fund increases stake in HDFC Bank, RIL and 29 others in MaySunil Singhania-backed Abakkus Flexi Cap Fund significantly increased its holdings in HDFC Bank and Reliance Industries during May. The fun...
PMS vs mutual funds: What extra are investors paying for, and is it worth it?
ETMarkets PMS Talk | Dinshaw Irani of Helios India stays away from IT, doubles down on domestic consumption amid AI disruptionHelios India is steering clear of IT stocks, citing AI's disruptive potential, and instead champions India's domestic consumption. The firm...
'Time to cherry pick again': Porinju Veliyath says small and midcaps have bottomed & Thomas Cook is his latest buyPorinju Veliyath sees the correction in small and midcap stocks ending. He believes patient investors will find rewards. Thomas Cook India ...