The Indian real estate sector is at an inflection point with low debt and potential peak, while sales velocity is key for company valuation...

Indian equity markets show resilience despite global trends, with strategist Aman Chowhan highlighting US market influence as the primary e...

Abakkus Asset suggests caution due to market uncertainty. The July 9th tariff deadline and Middle East tensions are key factors. Markets ma...

Amidst global trade uncertainties and potential market volatility stemming from bond yields and currency fluctuations, Abakkus Asset Manage...

Investors should prepare for ongoing market volatility, balancing portfolios between large caps for stability and midcaps for growth. Banki...

So, it is predominantly retail that has been selling and that is where the maximum interest was and that is the reason we have seen a sharp...

Market volatility is linked to news flow and global trends. Aman Chowhan, a fund manager, sees opportunity in large private banks, metals, ...

A clear avoid now will be companies with too much hype and euphoria, and maybe some segments within the different spaces where valuations h...

Aman Chowhan of continues to like private banks and has added non-fund-based financials like wealth management companies to the portfolio. ...

Do not jump in right away but there will be an appropriate time to look at the chemical sector also. So, both these sectors right now are b...

That is also trading at decent valuations and that is something where I think the investor interest will soon come in.

So they have two-three years of order book and over the next two-three years they are going to add on to this order book. For the next, I c...

Nasdaq specifically has recovered, stocks there, the FAANG stocks also have almost doubled or some of them have more than doubled from the ...

It is not that we are fully invested. At the same time, it is not that when the market is down all sectors will be down and vice versa. The...

Markets will continue to feel that we are closer to the peak of the interest rate hike cycle both globally as well as in India and that is ...

“In the next three to six months, the dust should settle, whether there is a hard landing or soft landing in the US. Post that, I do not th...

“Incremental buying now is getting more towards midcaps because of the valuations. The large banks are all trading north of two-two and a h...