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SECULAR INVESTMENT THEMES
ETMarkets Smart Talk | Defence and electrification are multi-year structural themes for India: Prateek AgrawalGeopolitical shifts and the drive for self-reliance are creating long-term investment opportunities in India's defence and electrification ...- Sudip Bandyopadhyay bets on pharma, metals and select cyclicals as geopolitical risks easeEasing West Asia tensions boost global markets, prompting investors to reassess opportunities. Market veteran Sudip Bandyopadhyay favors ph...
- India’s AI gap keeps global investors away, but valuations are turning attractive: Punita Kumar SinhaIndia is currently sidelined from the global AI investment boom due to its lack of semiconductor manufacturing. While the Indian IT sector ...
- Geopolitical stability will decide market’s next move: Sandip SabharwalIndian equity markets are holding above 24,000, buoyed by improving sentiment and steady earnings, though geopolitical tensions remain a co...
- ETMarkets PMS Talk | From Rs 1 crore to Rs 85 crore in 24 years - the power of high-conviction investing, says Alok AgarwalAlchemy Capital Management's Alok Agarwal highlights how a high-conviction, benchmark-agnostic approach has yielded extraordinary long-term...
- US stocks today: US stocks pause after record run as U.S.-Iran talks stallWall Street’s main indices traded mixed on Monday, pausing after a record-setting rally last week as renewed concerns over stalled U.S.-Ira...
- ETMarkets Smart Talk | India expensive, Taiwan & Korea offer value: Nikhil Advani on global investingIndian equities face rich valuations, prompting investors to look globally. Nikhil Advani of LGT Wealth India highlights opportunities in e...
- Where’s the Indian mutual fund sector going ahead? 6 big trends to watch out forMutual fund trends highlight a structural shift in investor preference towards mid and small caps, sectoral themes, and multi-asset funds, ...
- Geopolitical tensions rising; diversify globally and rebalance toward defensives, says LGT Wealth’s Nikhil AdvaniNikhil Advani of LGT Wealth India advises investors to prioritise resilience amid rising geopolitical risks and market volatility. He recom...
- What are the top compounding themes for the next three years? Dikshit Mittal answersLIC Mutual Fund's Dikshit Mittal anticipates continued growth in private capital expenditure, particularly in manufacturing, power, and dat...
- HDFC Mutual Fund launches HDFC Non-Cyclical Consumer FundNavneet Munot, Managing Director and Chief Executive Officer, HDFC Mutual Fund, said, “As India moves further into Amritkaal, the consumpti...
- Several consumption funds offer more than 20% returns in one year. Should you invest?With inflation slowly cooling down and future rate hikes expected to be less aggressive, analysts believe that the Indian consumption story...
- 'Timing is very critical to earn extra returns in thematic funds'Sectoral and thematic funds have seen an inflow of Rs 3,800 crore in CY20 and Rs 10,000 Crore in year to date in CY21. There has been incre...
- SBI Mutual Fund launched SBI International Access - US Equity FoFSBI Mutual Fund has announced the launch of SBI International Access - US Equity FoF, an open-ended Fund of Fund scheme that would invest i...
- ABSL Mutual Fund launches Aditya Birla Sun Life ESG FundAditya Birla Sun Life Mutual Fund has launched Aditya Birla Sun Life ESG Fund, an open-ended equity scheme investing in companies following...
- BNP Paribas Mutual Fund joins the consumption-theme partyNFO to be open during Aug 17-31; experts say investors can make a small allocation to such schemes.
- BNP Paribas MF joins the consumption-theme partyThe Nifty India Consumption Index is among the best performers, giving an 18.70 per cent return.
- Make tactical allocation to BNP Paribas India Consumption FundConsumption is one structural story that investors can ride on.
- Invest in FMCG funds with medium to long term perspectiveFMCG funds have been laggards in the last six months, with an average return of 5.32 per cent against 12.13 per cent offered by CNX Nifty.
- Pharma, IT good space to invest: Rahul Chadha, Mirae Asset Global InvestmentsRahul Chadha, Head of Indian Equities, Mirae Asset Global Investments, in a chat with ET Now talks about stocks to invest.
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