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KEDAR KADAM PORTFOLIO
ETMarkets Smart Talk| Rs 2800 cr in SIPs! Indians are investing, but without clear goals: Dolat Capital’s Kedar KadamKedar Kadam emphasizes that while record SIP inflows indicate a strong structural shift in Indian investing, many investors lack clear fina...- ETMarkets Smart Talk: ‘Too Old to Rally, Too Young to Fall’ - Kedar Kadam on navigating markets in FY26Kedar Kadam of Dolat Capital anticipates muted returns in Indian equities for the rest of FY26, emphasizing stock picking and sector rotati...
- ETMarkets Smart Talk: Be cautious picking stocks in PSU Bank space after multibagger rally: Kedar KadamThe rally in PSU stocks was driven by improved ROE profile and govt policies, but caution is needed due to high valuations. Positive stance...
- ETMarkets Fund Manager Talk: Why is this asset manager cautious on markets and recommends staggered buying?The market is pricing in a BJP victory with a majority in the upcoming general elections, but any disappointments could lead to a big setba...
- ETMarkets Smart Talk: Accumulating quality largecaps on declines should be the mantra for 2024: Kedar KadamThe year CY’24 will look forward to continuing the trend against odds of slowing global economy and corporate earnings as higher interest r...
- P-notes investment continues to swell for seventh month on robust macrosThe latest data includes the value of p-note investments in Indian equity, debt, and hybrid securities. Participatory notes (P-notes) are i...
- ETMarkets Smart Talk- Global macro, FII flows among top 5 factors that will drive markets: Kedar KadamWhen you are in your nervous 90’s, expect bouncers and choose your shots carefully. The domestic equity markets have had a dream run over t...
- ETMarkets Smart Talk: Accumulate stocks in a staggered manner for next 3-4 years: Kedar KadamThe key factors like Inflation, Interest rates, and fears of a global recession which dominated the investors' sentiments for the most part...
- ETMarkets Smart Talk: Cement, Construction & Infra, Speciality Chemicals among top sectors to bet on in 2023: Kedar KadamOn a year-to-date (YTD) basis, the Nifty50 is up by ~5% while the MSCI EM index is down by ~25%. This outperformance of the Indian equity m...
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