Bloodbath in Nasdaq, Kospi and Nikkei but why Nifty is an oasis of peace amid global routA global AI-led tech selloff has battered US and Asian markets, wiping out $3 trillion from S&P 500 companies. However, Indian equities are...
ET Wealth Expo 2026: From building wealth to financial freedom, two days of insights for today’s investorsMark your calendars for the ET Wealth Expo 2026, happening on October 30 and 31 at Mumbai's NESCO Convention Centre. This event promises to...
India's capex boom is different this time and not dependent on one sector: TCG AMCIndia's capital expenditure boom shows broad resilience across defense and energy sectors. Growth is sustained by multiple structural drive...
Auto stocks offer better valuation comfort than other consumption plays: Shahzad MadonOver the past year, markets have moved sideways, on account of moderating earnings growth, stretched valuations, global geopolitical headwi...
Best and worst performing PMS funds of 2022Mukherjea-run Marcellus Investment Managers' two other funds - smallcap Little Champs and multi-cap Consistent Compounder funds - lost 10.5...
What should one sell in a falling market? Chakri Lokapriya answers“Wherever companies have missed numbers and where the multiples are high are the ones where we have been cutting down positions. However, I...
Is it time to invest in banks again?“The valuations are very attractive and therefore it is time to start looking at them but they are probably some time away before they can ...
Pharma will continue to outperform the broader market: TCG AMCUnder-ownership, attractive valuations, strong outlook make pharma stocks a good buy, says CIO & MD Chakri Lokapriya.
75% of funds flown to 10 large stocks: Chakri Lokapriya98% of the listed universe is trading at discount to what is happening to ultra mega cap stocks.
TCG’s NDA 2.0 fund to focus on sunrise sectors: Chakri LokapriyaTCG’s Nation Development Agenda (NDA 2.0) have been designed keeping expected NDA-2 policies in mind.
Chakri Lokapriya is betting on two themes for 2019We continue to be overweight on SBI, Union Bank and all private sector banks, says Lokapriya
2019 will be a year of recovery: Chakri Lokapriya, TCG AMCMarket is telling us that political uncertainty is going to be less of an issue, says Lokapriya.
Here are Chakri Lokapriya’s 3 favourite metal stocksWe may see some rebound in metals as and when the US trends up in the next day or two, says MD of TCG AMC.
Largecap or midcap, avoid cos with high debt level: Chakri Lokapriya, TCG AMC“Even after correction, multiples are still not cheap enough to buy at the current level.”
The bigger theme is reform and reflation: Chakri Lokapriya, TCG AMCWithin NBFCs, we are still sticking to housing, says Chakri Lokapriya, CIO & MD, TCG AMC.
Bullish on these 3 sectors for trading: Chakri Lokapriya, TCG AMCNot sure whether we are closer to the lows or not and whether we will see a recovery anytime soon
Time to bet on rural, not urban theme: Chakri Lokapriya, TCG AMCConsumers are realising that interest rates are not going low any further