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GLOBAL MEGATRENDS
Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...- Carlyle-backed Viyash Scientific buys Italy’s BioForLife for Rs 188 croreViyash Scientific, backed by Carlyle, is acquiring Italy's BioForLife for Rs. 188 crore. This move aims to build a leading global companion...
- ETMarkets PMS Talk | A 'private equity approach' to public markets has driven our investing success for 15 years: Sameer ShahValueQuest's Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying t...
- India emerging as key APAC growth hub for AI talent and energy security: Colliers ReportIndia is emerging as a key growth engine in the Asia Pacific region. Driven by advancements in Artificial Intelligence and a strong demogra...
- Why India’s next real estate cycle could be driven by retail investors and REITs, Sandipan Roy explainsIn an interaction with Sandipan Roy, Chief Investment Officer (CIO), at Motilal Oswal Private Wealth, he explains why India’s next real est...
- US stock market futures today: Why are Dow Jones and S&P 500 in red while Nasdaq turns green today? Dow drops 280 points as oil tops $120— can AI spending offset rising inflation fears and Fed uncertainty?Why are Dow Jones and S&P 500 in red while Nasdaq turns green today? The US stock market futures today are sending a sharp, layered signal....
- ETMarkets Smart Talk | India expensive, Taiwan & Korea offer value: Nikhil Advani on global investingIndian equities face rich valuations, prompting investors to look globally. Nikhil Advani of LGT Wealth India highlights opportunities in e...
- BFSI Entering a Multi-Year Growth Cycle: Bajaj Finserv Asset Management Limited Launches New Sectoral FundBajaj Finserv Asset Management introduces a new fund focused on the banking and financial services sector. This fund aims to benefit from I...
- The Golden Thumb Rule| Wealth creation lies in riding the growth phase of megatrends, not chasing hype: Bajaj Finserv AMC CIOBajaj Finserv AMC's CIO, Nimesh Chandan, advises retail investors to focus on megatrends for long-term wealth creation, emphasizing the imp...
- Utpal Sheth on key megatrends that can shape India's future growth“Even one megatrend will create multiple types of opportunities, multiple types of companies and business models that you will be able to p...
- Leadership and long-term mega trends: Utpal Sheth on identifying 'Gorilla' companiesWe have already established that value creation is different from wealth creation. So, in my experience, there are three large components t...
- Outlook on EMS sector: Avalon & Kaynes could give 20-40% return in 2024"We estimate Avalon will deliver a CAGR of 22%/25%/42% in revenue/EBITDA/Adj. PAT over FY23-26 on the back of strong order inflows. In case...
- ETMarkets Fund Manager Talk: Nimesh Chandan identifies 6 megatrends that can create long-term wealth"India is currently in a favourable position compared to both developed and emerging nations. However, there is a possibility of FPIs selli...
- How Nimesh Chandan of Bajaj Finserv picks stocks using the megatrend approachBajaj Finserv Asset Management has identified several megatrends for the Indian market and economy, including consumerism and urbanisation,...
- Tourism industry on track to touch $1 trillion by 2047: ReportIt highlighted that international tourists in India spend 26x more than domestic, hence attracting global visitors is key.
- Investing in the Digitized Future: 3 Megatrends to watch out for!In the past, investors building their portfolio were often constrained by a home-country bias. This geographic approach led investors to fo...
- Opportunities of mispriced assets to drive investor interest in Indian real estate: Roberto VersaceThe commercial realty needs to leverage the first successful REIT listing and continue with new listings underpinned by quality assets, rob...
- IT export target of $50 bn will be delayed: NASSCOMNASSCOM said the IT export revenue target of $50 billion by 2010 will be delayed by 3-4 quarters due to the global economic downturn.IT cos...
- IT export target of $50 bn will be delayed: NASSCOMIT industry association NASSCOM on Tuesday said the export revenue target of 50 billion dollar by 2010 will be delayed by 3-4 quarters due ...
- 'India, China must invest in improving human capital'Stressing that India and China are being driven by knowledge-based growth in the new global economy.
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