Trump tariff impact on India ‘overhyped’; premium consumption, NBFCs to lead growth: Marcellus' Krishnan VRTrump tariff impact on India: New US tariffs are expected to have a limited impact on India's economy. Krishnan VR of Marcellus believes do...
IT stocks can reverse losses in short-term, Krishnan VR of Marcellus explains whyKrishnan V R suggests a potential short-term rebound in the IT sector if US macro data improves, driven by possible Fed rate cuts due to we...
Tariff fears hit pharma, but long-term story remains intact: Krishnan VRKrishnan VR suggests investors be selective and valuation-aware amidst uncertainties, favoring companies with strong earnings growth. Recen...
Macros more favourable for quality growth style than value: Krishnan VRMarcellus quant team observes market breadth improvement. Small and mid-caps recovered since March. High beta and growth stocks performed w...
Is bottom-up investment strategy key to unlocking growth in today's market? Krishnan VR explainsKrishnan VR of Marcellus Investment Managers advises investors to focus on bottoms-up stock analysis, particularly in the mid and small-cap...
IT stocks to recover if there's no slowdown in the US: Krishnan VRI think on fundamentals alone the broader financial services sector presents attractive opportunities in insurance, wealth management etc. ...
Trump tantrum is here! How it may impact stock market & what investors should doDonald Trump's potential return as US President could impact Indian stock markets, affecting sectors like pharma and IT. Policies may boost...
Fund Manager Talk: Trump presidency not a big threat to IT but can affect FII flow: Krishnan VRIn the coming weeks, investors face a busy period with the Q3 earnings season, Trump’s swearing-in, the Fed meeting, and the Union Budget. ...
Fund Manager Talk | Rally in rail, defence stocks at execution risk: Krishnan VRThe portfolio was up 1.7% in May compared to 0.8% for the benchmark BSE 500 total return index. Because many portfolio companies reported t...
Chote Miyan charm! 32 smallcap stocks just became more popular with mutual fundsMutual funds showed interest in smallcap stocks, with 32 attracting fresh buying. Stocks like Schneider Electric Infrastructure and Nuvama ...
ETMarkets Fund Manager Talk: Not found many opportunities in PSU stocks, says Krishnan VR of MarcellusKrishnan VR emphasizes the importance of order execution and actual earnings growth in the PSU sector. He discusses the moderation of marke...
Saurabh Mukherjea takes cue from Brad Pitt film to launch quant fundThe selection of stocks, which is done using a Python code, begins with forensic screening and looking for companies with low leverage and ...
ETMarkets Fund Manager Talk : India seeing structural trend in financialization of savings: Krishnan VR, Marcellus CapitalOur selection criteria favours companies which generate high returns on capital and are currently undervalued. Our valuation measure is bas...
India-UK FutureTech FestivalIndia-UK FutureTech Festival paves the way for further bilateral growth through Innovation and Technology
Facebook, T-hub accelerator program opens todayThe six months program will have a three-month accelerator program and the start-ups will be further mentored once they graduate out of the...
Bengulureans switch to digital storytelling for wider reachIndividuals and organisations are complementing their storytelling skills with low-tech and open-access digital approaches.
Former Supreme Court judge Krishna Iyer dies at 100Iyer, as vacation judge of SC, upheld the Allahabad High Court verdict which found Indira Gandhi guilty on charge of misuse of govt machine...