ETMarkets Fund Manager Talk: This Rs 3,000-cr money manager goes bottom-up to pick winners"Indian retail investors have emerged as a very powerful and resilient market participant in the last few years and specially post Covid 20...
28 Nov, 2022, 03.36 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
Why this PMS prefers to stay out of recovery-linked businesses“The safety net for us is the businesses which are not that coupled with the economic revival. As bottom-up stock pickers, we want to stay ...
03 Jun, 2021, 02.52 PM 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
NSE-BSE bulk deals: Sami Vartak’s SageOne buys stake in Apollo PipesSami Vartak’s SageOne Investment bought 70,151 shares of Apollo Pipes at Rs 995 per share.
08 Apr, 2021, 09.59 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
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
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
Bulk & Block Deals: Fidelity sells Tata Communications sharesIndia Capital Fund sold 7,00,000 shares of Mangalam Cement at Rs 150 each.
08 Apr, 2020, 09.33 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
Don’t buy risk, go for B2B players in capital goods space: Samit Vartak, SageOne InvestmentDon’t go by market cap, rather opt for dominant players available at cheaper prices
25 Sep, 2019, 12.42 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
Not IT, pharma, bullish on this niche theme: Samit Vartak, SageOne InvestmentFor next 3-6 months or even one year, I do not think anyone has any clue, says Vartak
12 Nov, 2018, 12.27 PM IST
Man who predicted midcap crash says time ripe to buy quality scripsThe correction has been sharp across the board. Midcaps & smallcaps have been bruised badly.
04 Jul, 2018, 06.16 PM IST
Given the valuations of companies, next few years will not be easy: Samit Vartak, SageOne Investments“I am not even sure that people are expecting earnings growth anymore”
21 Oct, 2017, 12.36 PM IST