Searched for
STALLION ASSETS
Mohini Mohan Dutta consents to Ratan Tata's will that left him assets worth Rs 588 croreMohini Mohan Dutta, a close associate of Ratan Tata, has accepted the terms of Tata's will. He will receive one-third of the residual estat...
Sensex falls! But these stocks are up over 10% on BSEIn the Nifty 50 index, 28 stocks were trading in the green, while 22 stocks were trading in the red.
PMS Tracker: Top 10 funds delivered over 48% returns in CY24PMS Funds: Top PMS funds delivered stellar returns in CY2024, with Stallion Asset's Core Fund leading at 69.7%. Thematic strategies in IT, ...
Game is still on and the bull market continues; we will see newer highs: Amit Jeswani“I believe the game is just starting. In consumer companies, once you cross Rs 100-crore profit mark, in the next three-four-five years, ty...
ETMarkets Fund Manager Talk: Atleast 500 consumer tech cos to get listed over the next decade: Amit Jeswani, Stallion AssetWe believe the global inflation has peaked both on energy prices as well as container prices. Throughout 2023, we will see inflation fallin...
Midcap-focused PMS makes a killing, delivers 29% amid broader market routThe PMS carefully picked shares of asset-light companies that had reinvestment moats.
India is not a growth market, we are in a consolidation phase: Amit Jeswani, Stallion AssetIt is very difficult making and then holding on to your gains in infra stocks, says Amit Jeswani.
We will have Swachh Bharat bull market next: Amit Jeswani, Stallion AssetFor next 2-3 years, when you have good quality, good governance and growth, keep chasing those stocks.
Who knows! We could have the next midcap, smallcap rally in 2021: Amit Jeswani, Stallion AssetIn a bear market, one needs to look for quality and growth and avoid junk at all cost.
We need growth to buy smallcap or midcap stocks: Amit JeswaniIn a bear market the margin of safety lies in the integrity of the promoter: Amit Jeswani
Consumer technology and microfinance could lead the next bull market: Amit Jeswani, Stallion AssetConsumption should do well in the next four-five years, says Stallion Asset CIO.
Next large midcap run may come in 2020-21, for now stick to largecaps: Amit Jeswani, Stallion AssetThis year it is better to stay with the quality 25-40 stocks in the market, says Amit Jeswani.
Small and midcaps can rally up to 10% next month: Amit Jeswani, Stallion AssetSome delta trade can happen in PSU banks but you must have Kotaks and HDFCs, says Jeswani.
These 2 stocks could turn out to be next Eicher & Bajaj Finance: Amit Jeswani, Stallion AssetWe are in the 14th month of bear market and in India, this cycle lasts only 15 months, says Jeswani.
We are Dravid this year, we do not want to be Sehwag or Kohli: Amit Jeswani, Stallion AssetCould Reliance replicate the success of FANGs in India as big money can be made in digital space?
Forget Sun Pharma or Lupin, never buy the leader of previous bull market: Amit Jeswani, Stallion Asset“We chase alpha and we manage risks. You would not get a 40-50 compounder again in Sun Pharma.”
Amit Jeswani on where to look for big alpha this yearSteel stocks could rally 100% in next one year, says the Stallion Asset CIO.
In next 10 years, there will be many multi baggers in real estate space: Amit Jeswani“For long term, real estate will create a lot of alpha for investors.”
Stallion Asset’s Amit Jeswani on sectors to pare and add to in portfolio“We are looking at stocks that will grow for the next three-four years.”
Very bullish on 3 sectors right now: Amit Jeswani, Stallion Asset“Till FY19, invest in high quality infra cos, road construction cos, which can create 50-100% returns in next one year.”