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SHIKHARA INVESTMENT MANAGEMENT
Fast fashion, delivery apps tap India's next billion consumersIndia's next wave of growth is coming from smaller cities. Brands are adapting products and pricing to reach millions of aspirational yet p...
After a global recovery, north Asian markets typically outperform with India catching up following year: Rahul ChadhaRahul Chadha of Shikhara Investment Management addresses investor concerns about India's economic slowdown, anticipating urban recovery by ...
Trump’s tariffs threaten to deepen $248 billion India stock routIndia's stock market is facing potential losses due to newly imposed US tariffs, the highest in Asia, and concerns over energy purchases fr...
If conflict does not spread beyond US, Israel, and Iran, market to stay calm: Rahul ChadhaShikhara Investment Management's Rahul Chadha believes markets are closely watching the US, Israel, and Iran conflict, with a contained sit...
Will FIIs fall for MIGA again or do they stay smitten with MAGA factor? Rahul Chadha explainsRahul Chadha believes India has a significant opportunity to benefit from the shifting global economic landscape if it takes decisive actio...
Manufacturing, industrialisation & power capex are structural stories: Rahul ChadhaThe China plus one strategy encourages diversification of suppliers due to geopolitical risks, which benefits Indian companies across vario...
Everybody’s betting on US, but Rahul Chadha is investing in China & India. Here’s whySignificant market turmoil is expected in the US in the upcoming months. Rahul Chadha sees opportunity in emerging markets due to their low...
Rahul Chadha’s strategy for next phase of marketSo, should that happen in the US, that would give room to the policymakers here in Asia, particularly RBI to cut rates. Because there is gr...
February kickstarts on a high note for Dalal Street, but can bulls keep up the tempo?After strong buying in November and December of 2023, foreign institutional investors (FIIs) turned net sellers in January, weighed down by...
Near-term markets may be range-bound or slightly down: Rahul ChadhaRahul Chadha says: "In broad consumption space, things are looking soft. In the last three-six months, we have seen all the tightness happe...