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EXTRAPOLATIVE EXPECTATIONS
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...
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...
Amit Khurana backs LTIMindtree, OFSS and eClerx as tactical betsAmit Khurana of Dolat Capital has upgraded India's IT sector, citing depressed valuations and rupee depreciation as key drivers. He believe...
Can salary-linked SIPs transform mutual fund investing for salaried Indians? Experts weigh inSebi has proposed a framework allowing salaried employees to invest in mutual funds through salary deductions, similar to EPF and NPS. This...
June quarter earnings to determine market direction, says Sunil Subramaniam, warns on risks in near termMarket expert Sunil Subramaniam advised caution amid geopolitical uncertainty and rising input costs, while favouring consumer durables, ca...
Multibaggers, mirages and market mathAn experiment demonstrates how survivorship bias can create the illusion of market genius. By selectively sharing successful predictions an...
Largecaps seen as safe harbour amid market volatility: Sanjay MookimPrime Minister Modi's calls for energy conservation highlight India's external vulnerability and fiscal strain due to elevated oil prices. ...
Navneet Munot, Nilesh Shah and Kalpen Parekh caution investors against chasing unrealistic returnsTop mutual fund managers at the Groww India Investor Festival 2026 advised investors to avoid unrealistic return expectations, emotional in...
Defence mutual funds surge up to 25% in a month. Should you invest now or wait for a correction?Defence mutual funds have surged up to 25% in a month, driven by geopolitical tensions. Experts advise against chasing this sharp rally, ci...
Stocks of 'Bengal' companies raise a cheer after BJP victoryShares of several West Bengal companies saw gains on Monday. This followed the BJP's victory in the state assembly polls. Companies like CE...
From Panic to Patience: 7 investing lessons from James O’Shaughnessy for today’s turbulent marketsAmidst global market turmoil driven by inflation and geopolitical risks, veteran investor James O’Shaughnessy’s timeless principles offer a...
Amazon CEO reveals AI revenue, dismisses spending doubts in annual letterAmazon's cloud division has reached a remarkable milestone, raking in more than $15 billion each year from its AI offerings. This impressiv...
Iran war, earnings hit and more: Brokerages identify nearly 80 stocks from a battered Indian market for FY27Brokerages see the recent market correction driven by geopolitical tensions and rising oil prices as a buying opportunity, identifying near...
Lower loan growth may be a positive for HDFC: BernsteinShares of HDFC Bank have declined 15.7% to ₹1,432 so far in 2024 as against the 1.6% fall in the Bank Nifty index. The recent underperforma...
No established mechanism to rank cities on pollution: Govt to Lok SabhaUnion Minister of State for Environment Ashwini Kumar Choubey said this in the Lok Sabha in response to a question by Congress MP Jyotsna C...
Deflating an asset bubble before it busts would be a huge victoryHow to pop asset bubbles before they grow too large is a much harder problem.
What causes asset bubbles? There might be a better theory to explain itBut how do you know whether demand will increase? One obvious way is to look at recent trends. If prices have been going up, it’s a signal ...
Pollution study extrapolated to defame India: Prakash JavadekarThe study in question was done by Indian Institute of Tropical Meteorology (IITM) which is an autonomous body under the Ministry of Earth S...
Infosys stock likely to be upgraded post Q3 results: Rajiv Mehta"These numbers are quite defining in terms of an upgrade which will come through, I am sure, over the next couple of days."
- India likely to grow over 8.6 pc in Q4 of FY'10: CEA
Chief economic adviser Kaushik Basu on Tuesday pegged the economic growth at over 8.6 percent for the January-March quarter of 2009-10.