Searched for
ESG INVESTMENT THESIS
ETMarkets PMS Talk | The best alpha comes from spotting inflection points before the market does: Anuj JainAnuj Jain of Green Portfolio emphasizes identifying businesses at the cusp of transformation for alpha, not momentum. He highlights discipl...
Funds are won or lost on operational rigour, not just deal-making: Artha Group COOAs venture capital matures beyond the era of easy money and momentum investing, operational discipline is becoming as important as deal-mak...
Quant vs PPFAS Mutual Fund: Two fund houses are taking opposite cash calls amid market correctionQuant Mutual Fund is seizing the opportunity presented by the Nifty50's 9% decline, increasing its investments while decreasing its cash ho...
Pavestone marks final close of tech fund at Rs 816 croreThe firm which initially targeted raising Rs 600 crore revised it to Rs 900 crore after raising the corpus twice through the green shoe opt...
Avaana logs final close of $135-million climate fundThis fund aims to invest in 20-25 early-stage companies working on solutions for energy transition, supply chain, resources, industrial dec...
Mt. K Kapital raises over Rs 500 cr for maiden fund, invests in 5 Rustomjee projects across MumbaiMt. K Kapital has raised over Rs 500 crore for its first residential development fund, attracting investments from major banks and high net...
Ola Electric shares double in just 7 days, valuations now more expensive than TeslaOla Electric Share Price: Shares of Ola Electric soar 8% to a new peak of Rs 157.53 on the BSE, surpassing Tesla's valuation. The EV stock ...
Speed machine! Ola Electric shares jump another 10% today, up 92% from IPO issue priceOla Electric Share Price: Ola Electric Mobility's shares rose by 10%, reaching a 52-week high of Rs 146 on Monday, reflecting a 92% increas...
Temasek open to investing beyond $1 billion in India: Ravi Lambah"India's fundamentals are strong, and we remain positive about India's sustained and consistent policy framework, solid foreign exchange re...
The next ESG frontier is genetically modified foodThe need to feed an expanding population while cutting agriculture’s high greenhouse gas emissions means farming must become more efficient.
How art can drive climate actionGlobal temperatures, salinity of seawater, oxygen levels in the air and the connections between our planetary boundaries are all important....
Double-digit stocks to multibaggers? Daljeet Singh Kohli on 2 stocks that can do it" The capacity of Shree Renuka Sugars. In distillery, from 770 kiloliters per day they are going to 1,400 kilolitres per day which will mak...
Quant ESG Fund offers 25% returns in a year amid global uncertaintiesThe Quant ESG Fund is one-year old and is the topper in the category, where a few schemes like Invesco India ESG Fund, ABSL ESG Fund and Ax...
How ESG should impact your investment thesisThe scope of ESG has evolved. It is a necessary response to market demand; solutions that generate impact will thrive and improve, creating...
The decade belongs to agri and energy; manufacturing may see maximum traction for many years: Sandeep Tandon“If the broader risk appetite indicators continue to remain elevated even for the next month or so, then the rally in the midcaps which we ...
Can ESG pass the bullshitometer?For ESG investing to survive through this public, political and regulatory scrutiny, it'll have to bring uniform standards, clear the grey ...
SDGs, ESG and Impact Investing: The investments India needs to make for a sustainable futureWithin sustainable investing, there are various categories. ESG criteria are standards set by investors as their contribution to achieving ...
ETMarkets Smart Talk: How Anand Shah of ICICI Prudential uses BMV methodology to pick potential wealth creators"We believe a much closer analysis is required before reaching a decision. This is because price volatility is a given when it comes to equ...
Should you chase rallying stocks? Here’s what Anshul Saigal has to say“It is better to seek opportunities in pockets where valuations are still reasonable and where you have not seen an out-of-turn or a signif...
SBI MF banks on SLR & ESG investing to become money manager to the nationSLR in the AMC’s parlance stands for safety, liquidity and return in the given order.