Expect 15% plus Nifty return; mid and smallcaps can deliver 5-7% higher earnings growth: Samit VartakIt is always good to have FIIs at the lowest level of ownership. At the peak, we had 24% of the market owned by FIIs. Today, we are close t...
26 Jun, 2024, 08.58 AM IST
Shed old baggage; improve your portfolio quality now: Samit Vartak“New investors think that the stock which has fallen the most is probably the most attractive. But it is not necessarily so. This is the ti...
23 Jun, 2022, 01.08 PM IST
Forget stock pickers’ market; gear up for a broad-based rally: Samit Vartak“I am positive on real estate, building material, export-oriented themes -- whether it is specialty chemicals, pharma, API, STEMs or IT seg...
17 Sep, 2021, 09.16 AM IST
Market needs to correct 10-15% to take out weaker players: Samit Vartak“We need the market to stand on a strong foundation because if it keeps going up, it will be supported by a lot of weak investors and then ...
16 Sep, 2021, 01.39 PM IST
NSE Bulk Deals: Sami Vartak’s SageOne sells stake in Mangalore ChemicalsShares of Mangalore Chemicals ended 2.2 per cent lower at Rs. 79.4 on the NSE.
31 Jul, 2021, 12.26 AM IST
Retail frenzy builds up in midcaps & smallcaps: Should you join the party?While the demand outlook remains cloudy for the next 1-2 quarters due to the second wave of Covid-19, FIIs are pulling money out of largeca...
17 May, 2021, 08.43 PM IST
Invest in a very defensive manner but take educated riskAlign your portfolio to earnings growth. Earnings growth means earnings have to double in the next three to four years, says Samit Vartak
22 Jan, 2021, 02.24 PM IST
Don’t jump into the market, stick to themes already playing outIf a real macro trend starts, then that lasts for five-seven years. You can wait a couple of quarters to find out if the trend is for real,...
13 Nov, 2020, 06.21 PM IST
Stocks in the news: YES Bank, SBI, Future Consumer, Coal India and Crompton Greaves ConsumerState Bank of India said its board of directors has approved to divest over 8.5 per cent in UTI Trustee Company.
11 Nov, 2020, 07.28 AM IST
BSE-NSE Bulk deals: HDFC Standard Life, SBI MF, Societe Generale lap up shares of CG Consumer ElectricalsHDFC Standard Life Insurance Company bought 45 lakh shares of Crompton Greaves Consumer Electricals at a price of Rs 296.50.
10 Nov, 2020, 10.11 PM IST
NSE-BSE bulk deals: SageOne Investment laps up shares of Apollo PipesSageOne Investment Advisors LLP bought 69,714 shares of Apollo Pipes at a price of Rs 597.10.
09 Nov, 2020, 10.35 PM IST
5 warhorse stocks you can use to ride through a narrow marketAnalysts are bullish on these counters despite the ongoing choppiness in the market.
20 May, 2020, 11.21 AM IST
Chemicals & contract manufacturing stocks top bets in midcap space: SageOne Investment Advisors‘From a stock price perspective, the ancillary play has worked very well’
19 May, 2020, 07.57 PM IST
85% of multibaggers came from private banks, NBFCs & specialty chemicals in last 8 years: Samit VartakNBFCs or private banks are the ones where the growth opportunities are tremendous.
31 Dec, 2019, 02.26 PM IST
Ride this volatility and buy into leaders irrespective of market cap: Samit VartakYou got to jump in when people are running away from a particular space, says SageOne CIO.
31 Jul, 2019, 12.29 PM IST
10 stocks for next 10 years: Top investors name their picks for ETNOW’s Power of 10Top stock pickers name one stock each for a ‘Power of 10’ portfolio.
17 Jun, 2019, 12.52 PM IST
Nifty rallied 7.70% in March, but PMSes beat it with large marginsHopes of PM Modi coming back to power and sustained FIIs inflows supported the stock market.
10 Apr, 2019, 05.45 PM IST