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VAIBHAV SANGHAVI
Buy on dips; Vaibhav Sanghavi bets on data centres, private banks & consumer stocks for 3–5 year horizonGlobal tensions are creating market dips. Vaibhav Sanghavi, CEO of ASK Hedge Solutions, sees this as a chance for long-term investors. He i...
Consumption set for comeback: Travel, autos, durables to lead 24-month upswing: Vaibhav SanghaviASK Hedge Solutions CEO Vaibhav Sanghavi says India’s markets remain strong despite short-term volatility, with fresh earnings upgrades, st...
AIF & PMS Conclave 2.0: Beyond buy-and-hold: Unveiling long & short term investment insightsSuccessful investing involves not only selecting the right stocks but also comprehending long-term market dynamics. Long-Short Funds capita...
ASK Hedge Solutions launches Absolute Return FundASK Absolute Return Fund is an open-ended Category III Alternative Investment fund, looking to raise Rs 3,000 crore, with approximately Rs ...
This hedge fund manager tells you how to generate alpha in volatile timesThese strategies are at a nascent stage in India but they are getting investors’ attention, says Mumbai-based Vaibhav Sanghavi, who was amo...
What should you short in this market? Avendus’ Vaibhav Sanghavi answers“Pockets in industrials, materials, and banking and finance can perform much better than pharma or consumer staples going forward.”
Why Vaibhav Sanghavi is extremely bearish on the marketBefore the market consolidates and moves up further, we will need to have a healthy correction. That is where we think the market is probab...
Fledgling Indian hedge funds see growth setback on higher taxesHedge funds are meant to protect the value of investments during market swings.
Top hedge fund hoards cash as volatility remains highA measure of volatility in local stocks held close to the highest level in more than five years.
ETMGS: Go local to realise $5 trillion economy, say D-Street expertsThe day we realise ‘Be Indian, Buy Indian', most problems will be solved, says Nilesh Shah.
Why Vaibhav Sanghavi is ready to bet on small finance banksAvendus Capital Co-CEO is betting on financials, consumer and industrials in the longer term.
Vaibhav Sanghavi on why he is avoiding midcaps nowShorter-term events can keep the market volatile, says the Avendus Capital Co-CEO.
Expect a cool-off in markets from present level: Vaibhav Sanghavi, Avendus Capital Alternate“A buy on dips is a good strategy to go with in the markets from these levels.”
The earning season is going to be hugely uncertain: Vaibhav Sanghavi, Avendus CapWe would be buyers in the small finance banks space, if they are managed well and retain a good track record: Vaibhav Sanghavi
Other than Brexit, not worried about IT: Vaibhav Sanghavi, MD, Ambit Investment AdvisorsIf GST does not happen, then after a knee-jerk reaction, if the liquidity is pretty strong in the global markets, then at a marginal correc...
We continue to like the whole domestic driven theme: Vaibhav Sanghavi, Ambit Investment AdvisersIn PSU banks, the pain will continue for at least some period of time
Commodity prices, EM flows to be key monitorables in 2016: Vaibhav SanghaviSanghavi expects to see good momentum in 2016; the expert says he is betting on stocks of two-wheeler, industrial and financial sectors.
EMs saw $60 billion worth of outflows in last 3 months, but things looking up: Vaibhav SanghaviThe earnings season is anyway not likely to be extraordinary; it should be in line with Street estimates, says Sanghavi of Ambit Capital.
Q1 earnings, monsoon, Parliament session weighing on markets: Vaibhav Sanghavi, Ambit CapitalA lot numbers are yet to come; it is always said that the second half of the earnings season is generally bad, says Sanghavi.
We see Nifty going to about 11,000 in 16-18 months. Vaibhav Sanghvi, Ambit Investment AdvisorsCompanies are ready to grab the opportunity once the economy picks up. They have reduced debt, cleaned up balance sheets, Sanghvi said.