Trideep Bhattacharya on investment themes that'll play out for short and longer terms in Indian marketEdelweiss AMC's CIO-Equities, Trideep Bhattacharya, suggests markets are at fair value, awaiting earnings upgrades. He anticipates consumpt...
30 Jul, 2025, 08.31 AM IST
Trideep Bhattacharya on 3 sectors to be overweight on and 3 sectors to pare exposure inEdelweiss MF is optimistic about consumption, financials (especially NBFCs), and tyres, maintaining an overweight position. They are cautio...
13 May, 2025, 10.11 AM IST
ETMarkets Smart Talk | India well-positioned despite global trade jitters; domestic growth to drive FY26: Trideep BhattacharyaFollowing a volatile February, Indian equity markets witnessed a strong rebound in March, driven by renewed investor confidence, stable mac...
11 Apr, 2025, 09.00 AM IST
Small & midcaps in a time correction phase, recovery expected in FY26: Trideep BhattacharyaIndia's competitive advantage is improving due to cooling dollar and oil prices, with tariffs on China benefiting India. Sectors like finan...
03 Apr, 2025, 03.27 PM IST
RBI's repo rate cut is a step in the right direction, but more is needed: Trideep BhattacharyaTrideep Bhattacharya of Edelweiss MF highlights the importance of the RBI's recent rate cut, noting it's a sensible step towards growth but...
07 Feb, 2025, 01.00 PM IST
Earnings recovery key to market rebound by mid-2025: Trideep BhattacharyaAs I said earlier that this correction would actually take a bit longer to sort of come back because this is accompanied by earnings declin...
31 Jan, 2025, 08.00 AM IST
IT, Realty and Consumption sectors to drive next growth cycle: Trideep BhattacharyaSo, as compared to where we are standing, while the recovery will be gradual, I do see earnings recovery happening over the next six to nin...
16 Dec, 2024, 02.31 PM IST
How long will this market correction last? Trideep Bhattacharya answersIndian stock market expected to be unstable in the coming months. Investors await December quarter earnings for signs of recovery. Experts ...
15 Nov, 2024, 09.30 AM IST
In case of more than one flexi cap funds, how to ensure portfolio exposure is not the same? Trideep Bhattacharya answersTrideep Bhattacharya, CIO-Equities at Edelweiss MF, discusses the importance of having a balanced mix of large, mid, and small-cap funds in...
24 Sep, 2024, 11.09 AM IST
Trideep Bhattacharya on best 5 sectors to have in portfolio nowTrideep Bhattacharya, CIO of Edelweiss MF, discusses the benefits of flexi cap mutual funds in the current market. He highlights the balanc...
24 Sep, 2024, 10.18 AM IST
Trideep Bhattacharya sees value in these 3 pockets nowEdelweiss MF's Trideep Bhattacharya stated that in the past six months, they increased their portfolio's allocation towards IT services, co...
27 Aug, 2024, 04.32 PM IST
Where is the maximum margin of safety over the next 4-5 years? Trideep Bhattacharya explainsTrideep Bhattacharya highlights India Inc's earnings resilience, capex cycle indicators, and real estate sector trends for market insights....
28 May, 2024, 08.50 AM IST
Trideep Bhattacharya on 3 sectors with comfortable valuations and good earnings growth prospectsTrideep Bhattacharya discusses the market's growth, telecom and cement sectors, real estate dynamics, and power supply chain components. He...
23 Apr, 2024, 03.21 PM IST
Liquidity an additional risk factor that investors should be mindful of: Trideep BhattacharyaTrideep Bhattacharya of Edelweiss MF advises selective investments in mid and smallcaps due to irrational exuberance, favoring largecaps. S...
19 Mar, 2024, 11.09 AM IST
Edelweiss Mutual Fund launches Edelweiss Technology FundThe scheme provides exposure to India and US-listed technology companies and also provides global exposure in a tax-efficient way for inves...
14 Feb, 2024, 02.32 PM IST
Edelweiss AMC launches Focused Equity FundThe benchmark for the fund will be NIFTY500 TRI. The Edelweiss Focused Equity Fund offers both direct and regular plan.
12 Jul, 2022, 04.08 PM IST
Edelweiss AMC appoints Trideep Bhattacharya as CO-CIO - equitiesEdelweiss Asset Management (EAML), in a move to significantly strengthen its long-only equity mutual funds investment team, has announced t...
16 Sep, 2021, 03.50 PM IST