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CONTRARIAN VIEW
ET Alpha Wealth Summit | Quality has rarely been this cheap relative to junk; 3 themes to buy now: Saurabh MukherjeaQuality stocks in India and globally are at their cheapest in years. Saurabh Mukherjea highlights export-oriented manufacturing, European a...- Why a Rs 72,000 crore fund manager refuses to chase defence rally nowICICI Prudential's Mittul Kalawadia advises caution on current market valuations. He notes that future growth is already factored into stoc...
- Time to adopt a tactical perspective? 6 metal stocks, 4 with an upside potential of up to 14%In metal stocks, ‘buy, forget, and return after five years’ is not the best strategy to adopt. The sector is cyclical, global, China- and t...
- Stocks, gold or debt? Rs 2.7 lakh crore fund manager who predicted bullion boom on where to invest nowManish Banthia, CIO-Fixed Income at ICICI Prudential AMC, who correctly predicted the gold rally in 2023, now sees little value in adding f...
- Retired with 100 stocks and Rs 60,000 SIPs? Expert explains how to simplify your portfolio and plan withdrawalsRetirees face a new challenge: managing wealth after decades of building it. Experts advise simplifying complex portfolios, especially thos...
- Private sector banks are the best contrarian bet for the next 3 years, says S NarenICICI Prudential AMC CIO S Naren warned that rising leverage through derivatives and margin trading poses a bigger risk than any slowdown i...
- Carl Icahn’s 9 rules for investing success: Be bold, think independentlyCarl Icahn's investing philosophy emphasizes independent thinking, deep business analysis, and identifying undervalued assets. He advocates...
- James Montier’s Formula for Investment Success: Master Your Mind Before the MarketBehavioural finance expert James Montier argues that investment success depends more on controlling emotions than predicting markets. By av...
- AI threat overblown: Why Invesco’s Hiten Jain is doubling down on IT stocksInvesco Mutual Fund's Hiten Jain offers a contrarian view, identifying the tech rout as a significant buying opportunity and dismissing bro...
- Mehbooba Mufti calls for Ladakh like unity in J&K and reach out to PM and HM for dialogueMehbooba Mufti urges political parties in Jammu and Kashmir to unite. She proposes a joint outreach to Prime Minister Narendra Modi and Hom...
- Crude oil shock clouds near-term outlook, but FY27 earnings growth still intact: Karthikraj LakshmananUTI AMC's Karthikraj Lakshmanan sees cautiously optimistic Indian market outlook with intact FY27 earnings trajectory, despite near-term cr...
- No easy contrarian sectoral bets left? SBI MF’s Dinesh Balachandran explains what investors should do nowDinesh Balachandran, Head–Investments, SBI Funds Management, runs some of SBI Mutual Fund’s (MF) largest schemes, including SBI Contra Fund...
- Diamonds in the dust? Retail investors unleash Rs 17,500 crore on 8 battered bluechip stocksRetail investors pumped an estimated Rs 17,539 crore into eight battered Nifty bluechip stocks during the March 2026 quarter, betting aggre...
- Time to take measured and logical risks? 5 small-caps from different sectors with upside potential of up to 26%Given the fluctuating situation in the Gulf region because of the US-Iran conflict, there is no guarantee that the market will not fall fur...
- Can Suzlon Energy shares rally up to 31% after Q4 results? Top brokerages weigh inBrokerages remain largely bullish on Suzlon Energy after the renewable energy major reported strong revenue growth and improving execution ...
- IT sector a contrarian opportunity at current valuations: Aditya ShahAditya Shah of Hercules Advisors identifies power, banking, chemicals, and real estate as promising sectors for long-term growth amidst glo...
- Rs 18 lakh crore wiped out: Has the brutal Indian IT stock crash finally bottomed?India's top IT companies have seen Rs 17.6 lakh crore wiped out in a multi-month bear market. Valuations are at levels not seen since the g...
- Oil prices and dollar hold key to EM flows: Manpreet GillGlobal bond yields are climbing, prompting investors to re-evaluate market risks. This rise pressures equities, particularly those in the a...
- IT stocks gain for 3rd day on rupee fall, tempered AI viewIndian IT stocks surged for a third consecutive session, driven by a weakening rupee that boosted margins for dollar-earning software expor...
- Mutual funds cut technology sector exposure to 8-year low in April. Is AI disruption reshaping sentiment?Mutual funds have significantly reduced their technology sector exposure to an eight-year low, driven by concerns over AI disruption, slowi...
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