Is it a good time to play the urban consumption theme? Samit Vartak answersWhen a lot of chemical companies went through huge capacity expansion and then it is impacting the margins significantly and so maybe it is...
25 Jun, 2024, 11.58 AM IST
Good chance to generate a lot of alpha in this stock-pickers market: Samit VartakI am sure there will be few winners but those will be extremely handful but the entire segment going up I am not sure if most of them are g...
25 Jun, 2024, 11.41 AM IST
Which is the top sector to watch out for in Samvat 2079? Samit Vartak answers“We have gone through a pretty long phase of stagnant real estate market in the last 10 years. Again most of the stocks are down in the las...
21 Oct, 2022, 12.39 PM IST
You cannot keep on changing your strategy for every event that happens: Samit Vartak“Every year you will have different worries. It could be inflation, slow growth, any random war or trade war or any of such things. The key...
24 Jun, 2022, 09.11 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
In next few years, India will emerge as an alpha market: Samit Vartak“It is more important to know which stocks to stay away from. If you do that, half of your job is done and then if you are able to pick the...
03 Mar, 2022, 02.20 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
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
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
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
Fund tracker or beta strategy? The debate is onSaurabh Mukherjea, AK Chauhan, Samit Vartak discuss Coffee Can investment strategy.
03 Apr, 2018, 07.34 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
Winning formula: Making 15% returns on stocks is not tough if you know when to sellAccording to the ‘Rule of 72,’ the number of years one needs to double investment can roughly be estimated by dividing the annual rate of r...
22 Dec, 2016, 09.39 AM IST
We are looking at branded building materials and auto ancillaries: Samit Vartak, Partner & CIO, SageOneIf you are betting on e-commerce why not buy data company or why not even buy a company which is in logistics or why not buy a company whic...
21 Dec, 2016, 10.52 AM IST