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ASSET BUBBLE INVESTMENT STRATEGY
Where to invest after an asset bubble bursts? Nilesh Shah of Kotak makes the case for public marketsKotak AMC’s Nilesh Shah says public markets can offer opportunities after asset bubbles burst, as distressed valuations emerge. Multiples’ ...
In 2004, Peter Thiel invested $500,000 in Facebook. 8 years later, his early bet had turned into more than $1 billionPeter Thiel put $500,000 into Facebook in 2004, when the company was worth about $5 million. It was a small private business then, not the ...
Quote of the day by Jean Marie Eveillard: "If you are a value investor, every now and then you lag, or experience what consultants call tracking error. It can be very painful. To be a value investor, you have to be willing to suffer pain."Renowned investor Jean-Marie Eveillard says value investing requires patience, discipline and the willingness to endure painful periods of ...
Just SIP, don't gulp or be thirstyInvestors are often encouraged to maintain their investments without reacting to market changes. However, substantial evidence suggests tha...
CPP Investments makes India hospitality debut with Rs 3,000-cr Prestige dealThrough the investment, CPP Investments will acquire around 27% stake in PHVL, with the majority of the capital supporting the platform's c...
KKR to acquire Cisternina Logistics, plans to build pan-India liquid storage and logistics platformKKR has announced a majority investment in Cisternina Logistics, which focuses on bulk liquid and gas storage. This investment will facilit...
Samsung, affiliates commit $1 billion to KKR-backed Helix Digital AI buildoutSamsung Electronics will invest $500 million, while Samsung C&T, Samsung SDS, Samsung SDI, Samsung Life Insurance, and Samsung Fire & Marin...
NFO Alert: Mahindra Manulife Mutual Fund debuts in SIF segment with MSIF Equity Long-Short FundMahindra Manulife Mutual Fund is launching the MSIF Equity Long-Short Fund, a Specialized Investment Fund using equity investments and sele...
AI bubble to burst sooner than expected? Michael Burry believes it would take only one season of revenue disappointmentMichael Burry has accelerated his bearish outlook on AI stocks, shifting toward leveraged put options and expecting an earlier bubble burst...
Small Habit That Changed Their Finances: Zerodha's Nithin Kamath reveals how a Rs 20,000 credit card debt changed his money habitsNithin Kamath’s financial philosophy centres on learning from debt, maintaining cash reserves and investing with discipline. After a Rs 20,...
Market veterans favour value plays over crowded, expensive themesMarket experts project cautious optimism for Indian equities as valuations become less demanding and earnings growth aligns. Large-cap stoc...
NFO Update: ICICI Prudential Mutual Fund announces launch of contra fundICICI Prudential Mutual Fund launched a contra fund focused on research-driven, non-consensus opportunities in underperforming assets. The ...
Ace investor Madhu Kela owns 8.99% in Sunil Singhania-led Abakkus AMC’s holding company, DRHP showsAce investor Madhuri Madhusudan Kela holds an 8.99% share of the total capital contribution in Abakkus Expert Professionals LLP, the holdin...
ETMarkets PMS Talk | From mutual funds to PMS: Brijesh Ved on where PRIM fits in India's evolving wealth landscapeAgainst this backdrop, SEBI’s proposed PRIM framework could potentially redefine what investors expect from a portfolio manager.
ETMarkets Smart Talk | The next 12 months may be about capital saved, not returns made: Praveen JagwaniPraveen Jagwani advises investors to prioritize capital preservation over chasing high returns. Highlighting the need for extensive diversi...
India’s new wealth creators: Why diversification is changing investment strategiesIndia’s new wealth creators are looking beyond traditional investments, exploring alternatives, global markets, and more diversified portfo...
US Market: Is 6% the new threshold for Treasury yields?The recent climb of the 10-year Treasury yield past 5% has sparked fears of possible market destabilization. Investors are closely analyzin...
ET Alpha Wealth Summit 2.0: How India’s biggest investors are hunting for the next alphaAs large investors look beyond traditional equities and debt, private credit, venture debt, co-investments and alternative strategies are g...
NFO Alert: Tata Mutual Fund announces launch of Titanium Active Asset Allocator Long-Short FundTata Mutual Fund has launched the Titanium Active Asset Allocator Long-Short Fund, a multi-asset strategy under its SIF framework. The mark...
Quote of the day by George Soros: "Euphoria can lift housing and dot-com prices; panic can send sound banks tumbling."George Soros' quote highlights how euphoria and panic can drive markets away from fundamentals. The dot-com bubble, housing cycles and bank...