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SONAM SRIVASTAVA
ET Alpha Wealth Summit 2.0: How portfolio management is evolving with AIThe ET Alpha Wealth Summit 2.0 is scheduled for October 8, 2026, in Mumbai. This event will gather various investment professionals includi...
ET Alpha Wealth Summit 2.0: Date, venue, speakers, agenda and registrationThe ET Alpha Wealth Summit 2.0 set to be held on October 8 at ITC Maratha in Mumbai. Leading investment experts will convene to discuss tre...
AI in portfolio management: How technology is reshaping the manager’s roleArtificial intelligence is reshaping investment research and portfolio management, from screening stocks and analysing data to identifying ...
Alpha Wealth Summit 2.0: How AI is reshaping portfolio management and the role of human judgementAlpha Wealth Summit 2.0 brings together leading investment voices to explore a fundamental question for modern portfolio management: where ...
Can SIFs bridge the gap between mutual funds and alternative investments?Specialized Investment Funds (SIFs) introduced a new investment framework for experienced investors. As portfolios evolve beyond traditiona...
ET Alpha Wealth Summit 2.0: Top investment voices. One stage. Market-defining ideasAlpha Wealth Summit 2.0 brings together leading experts in asset management, private credit, wealth management and market strategy to exami...
Nifty trapped in 1,531-point range for 15 weeks. Can global AI unwind bring FIIs back?The Nifty index is approaching a critical juncture after a prolonged consolidation period. Foreign institutional investors are showing earl...
From 87% to 51%: How Nifty50 companies lost their grip on India Inc's profitsNifty 50 companies now contribute only 51% of aggregate profits, down from 87%. Earnings growth has accelerated across the broader Indian c...
Hated till June, hottest in July! What’s driving the Rs 3.8 lakh crore boom in IT stocks?Indian IT stocks saw a remarkable July rally, adding significant market value and reversing investor pessimism. This surge was largely driv...
Nifty correction a buying opportunity, but keep 10-15% cash: Sonam SrivastavaBanking is still the best risk-reward pocket in my view—valuations are attractive, credit growth is strong, and NPAs are very low. There’s ...
Delhi Police reviews law and order situation after Sonam Wangchuk shifted to Safdarjung HospitalSenior Delhi Police officers met to review law and order after activist Sonam Wangchuk's hospital transfer. Wangchuk was moved to Safdarjun...
ETMarkets PMS Talk | We analyse over 300 data points to identify alpha: Wright PMS' Sonam SrivastavaWright PMS's Sonam Srivastava champions a data-driven approach to active investing, analyzing over 300 data points to identify alpha. Her f...
Fed rate cut brings relief. But is it time to go all in? Sonam Srivastava weighs inThe US Fed’s first 25 bps rate cut of 2025 signals the start of an easing cycle, though modest in impact. Experts see limited near-term FPI...
Pick undervalued, high-quality stocks: Sonam Srivastava's 2025 playbookSonam Srivastava of Wright Research suggests a cautiously optimistic outlook for the market, highlighting the strength in small and mid-cap...
From this Diwali to next: Sector picks in focus for all types of investorsExpectations were moderate, but many anticipated stronger earnings. However, the reality was more downgrades than upgrades. There have been...
ETMarkets Fund Manager Talk: Why this asset manager doesn’t see a “doom and gloom” situation for mid & smallcaps?Sonam Srivastava says investors should adopt a cautious, value-oriented approach post-stress test results. The emphasis is on strong fundam...
ETMarkets Smart Talk: Interim Budget 2024 could see tax relief measures to boost consumption & investment: Sonam SrivastavaThe upcoming Budget 2024 or Vote on Account is anticipated to focus on tax relief measures, infrastructure projects, agriculture, rural dev...
ETMarkets Fund Manager Talk- IT, pharma, infrastructure looking immensely promising: Sonam Srivastava“The IT sector, buoyed by an ever-increasing global reliance on technology, looks primed for more growth. Pharma, on the other hand, is ben...
ETMarkets PMS Talk-Quant-based strategies will help us reach unprecedented levels of accuracy and consistency: Sonam SrivastavaOur journey over the past four years has underscored the strength and potential of quant strategies in the Indian market, fueling our eager...
IPL-flavoured portfolio: How Sonam Srivastava picks stocks using Virat Kohli’s cricketing styleMuch like winning the toss in cricket can provide a strategic edge, high subscription numbers for an IPO signal strong investor interest. H...