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INDIAN EQUITY PMS
ETMarkets PMS Talk | 20 months of consolidation has created compelling small-cap opportunities: Equitree’s Pawan BharaddiaIn an interaction with Kshitij Anand of ETMarkets, Bharaddia explains why his firm continues to follow a private equity-style investing app...- DLF, Godrej Properties, and other realty stocks jump up to 13% in 3 days. Is the rally sustainable?Real estate stocks have surged nearly 9% in three days, with some analysts citing attractive valuations after a prolonged correction. This ...
- Think property makes you rich? These 5 facts tell a different storyAs per a 2017 RBI report, a typical middle-class Indian family puts 70-80% of its net worth into realty. No asset class would be considered...
- 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...
- 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 ...
- Attractive valuations, improving earnings: Why fund managers are now raising their exposure to small-cap stocksMidcap stocks have dominated performance for a decade, but a shift towards small caps is emerging. Flexi-cap funds are increasing small-cap...
- IT stocks crash! Planning to buy the dip? Here's what analysts sayIndian IT shares saw a significant drop on Wednesday, wiping out recent gains. Analysts suggest this was largely due to profit booking afte...
- ETMarkets PMS Talk | We stayed fully invested through elections, tariffs and war fears — and outperformed: Manish Gupta & Viraj Mahadevia of MoneyGrow PMSMoneyGrow PMS has navigated market volatility by focusing on businesses with consistent earnings growth. The fund house identifies opportun...
- 20 months of bearish markets: One additional letter that tells you which 'cheap' stocks are actually cheapMost investors live by one ratio. That ratio that tells them all they want to know – or should one say all they want to hear? They open a s...
- Why India's mid & smallcaps are outrunning Nifty 50 & where to invest now? Rajesh Kothari explainsIndian mid and smallcap stocks are surging ahead of largecaps. This divergence is driven by robust earnings. Many mid and smallcap firms ar...
- 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...
- Paying extra for MF-PMS? Here’s what investors get and what they may lose on returnsPMS-style mutual fund advisory can fetch you a curated selection of funds with allocation and execution embedded. This convenience faces a ...
- What should you do with your gold investments after PM Modi urges people to postpone gold purchases?Prime Minister Modi urged citizens to postpone gold purchases to curb India's import bill amidst West Asia tensions. While the intention is...
- Vodafone Idea shares surge 30% in a month. Should you buy or wait for consolidation?Vodafone Idea shares have surged 30% in a month, driven by a reduction in AGR dues and the return of Kumar Mangalam Birla as chairman. Rece...
- ETMarkets PMS Talk | From Rs 1 crore to Rs 85 crore in 24 years - the power of high-conviction investing, says Alok AgarwalAlchemy Capital Management's Alok Agarwal highlights how a high-conviction, benchmark-agnostic approach has yielded extraordinary long-term...
- Vodafone Idea board to weigh fundraise through equity after AGR reliefVodafone Idea board will consider raising funds via equity shares and warrants as sentiment improves after AGR relief and regulatory clarit...
- Beyond mutual funds: How SIFs are redefining mid and smallcap investingIndia's investment landscape is evolving with the introduction of Specialised Investment Funds (SIFs). These funds offer mutual fund-like r...
- ‘Most Indians retire asset-rich but income poor’: Edelweiss MF’s Radhika Gupta on retirement planning, SIP resilience, lifecycle funds, and simple investingOne of the industry’s most recognisable voices on investing, Radhika Gupta, MD and CEO, Edelweiss Mutual Fund, has helped shape both her fu...
- Geopolitical tensions drag markets lower, but Nifty ends week in greenIndian equities closed lower Friday, impacted by renewed US-Iran tensions, though the market secured weekly gains thanks to falling oil pri...
- ETMarkets PMS Talk | Outperforming in a Crash: How Qode Growth Fund beat its benchmark by 14%, explains Rishabh NaharDespite a brutal Q4FY26 sell-off, the Qode Growth Fund outperformed its benchmark by over 14 percentage points. Fund Manager Rishabh Nahar ...
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