A very different set of businesses might be doing much better over next 3 years: Rushabh ShethRushabh Sheth, Co-CIO, Karma Capital, says: "The stock market outlook remains uncertain as the business landscape undergoes rapid changes. ...
13 Mar, 2024, 12.38 PM IST
BJP's 3S returns on main Street to fire up market sentimentThe Nifty, the most keenly tracked gauge in the world's fourth-largest equities market, could surge to 20,500 immediately, building on its ...
04 Dec, 2023, 03.01 PM IST
Rate hike cycle didn’t worry Indian market; how will it fare in a rate cut cycle? Rushabh Sheth answers“We will have to wait and see how the agriculture and rural economy plays out over the next 6 to 12 months. But even apart from that, I thi...
29 Nov, 2023, 04.55 PM IST
Why Karma Capital’s Rushabh Sheth keeps out of defence, railway stocks“My sense is that in the next three years, we are not going to see what we are seeing in the past 10, 15, 20 years because the risk free ra...
08 Sep, 2023, 09.11 AM IST
5 sectors where Rushabh Sheth of Karma Capital sees good opportunities in next 1-3 years“From our perspective and that is what our portfolios reflect, pharma, telecom, media and bottom up ideas across the auto components, even ...
07 Sep, 2023, 11.28 AM IST
We expect domestic pharma market to see significant growth: Rushabh ShethSo, we think that it is very interesting that you are seeing consolidation right at the point where hopefully the business will start to se...
29 May, 2023, 12.07 PM IST
Indian companies navigating current slowdown reasonably well: Rushabh ShethThere are still a lot of moving parts. So I think from a domestic economy standpoint, we are well placed. However, from a global standpoint...
29 May, 2023, 11.48 AM IST
Adani shock for $3.1 trillion Indian stock market is ebbing fastOverseas investors too seem less concerned than in the initial days of the Adani rout. Foreign funds boosted holdings of Indian stocks for ...
18 Feb, 2023, 09.21 AM IST
Exciting times ahead for media and entertainment sector: Rushabh ShethSo yes the environment at least for the next few quarters will remain slightly challenging and I think it will therefore lead to maybe a li...
18 Jan, 2023, 02.45 PM IST
Telecom, pharma, media to see strong earnings growth over next 2-3 years: Rushabh Sheth“We are bottom up investors. We are driven more by where we see the best opportunity. We run concentrated portfolios of about 20-25 names a...
30 Aug, 2022, 12.13 PM IST
Indian stock market undergoing change in structure: Rushabh Sheth, Karma Capital“We expect that the leadership of the market might shift going forward. Everything goes through a cycle and we believe that there is a poss...
25 Jun, 2022, 03.11 PM IST
Upstart China smartphone maker cracks notoriously tough IndiaThe move paid off, boosting the four-year-old newcomer’s sales and helping it reach the No. 3 position in the fast-growing market with abou...
20 Jun, 2022, 10.45 AM IST
ETMarkets Smart Talk: Rushabh Sheth of Karma Capital explains “kick the tires” approach to pick winners for portfolio"With global supply chains in crisis, a driver for capital expenditure in India will be the evolving “China +1” sourcing strategy. Overall,...
17 May, 2022, 08.56 AM IST
Sebi orders attachment of bank, demat, MF accounts of 11 entities to recoverThe fines were imposed by the Securities and Exchange Board of India (Sebi) between 2018 and 2020 for violating provisions of securities ma...
10 Nov, 2020, 06.16 PM IST
DocSumo raises $220 k seed funding from Better Capital, Barclays, othersDocSumo’s technology platform helps in the automation and analysis of financial data such as bank statements, pay stubs, tax data, and busi...
10 Aug, 2020, 02.07 PM IST