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RAKSHIT RANJAN
Pine Labs acquires ecommerce enabler Shopflo for Rs 88 croreDigital payments major Pine Labs has acquired ecommerce enabler Shopflo Technologies for Rs 88 crore, aiming to strengthen its online merch...- Selective bullish phase: Rakshit Ranjan says markets to rise but cyclicals look riskyIndia’s Q2 earnings have strengthened market sentiment, but Marcellus Investment Managers’ Rakshit Ranjan says the next market rally will b...
- Get ready for a narrower market over next 2-4 years where earnings surprises will drive share prices: Rakshit RanjanRakshit Ranjan highlights a slowdown in Nifty 50's earnings growth, coupled with high valuations, creating market uncertainty. He suggests ...
- Rakshit Ranjan on sectors to focus on to geopolitically risk-proof your portfolioMarcellus Investment Managers favours healthcare and select discretionary consumption, benefiting from sector shifts and market consolidati...
- Rakshit Ranjan on how Marcellus is dealing with uncertain times and reorienting their portfolioRakshit Ranjan of Marcellus Investment Managers is strategically allocating capital to companies with resilient business models, such as a ...
- Stock picking even more important over next 2-3 years; betting on 5 themes now: Rakshit RanjanRakshit Ranjan from Marcellus Investment Managers has adjusted the portfolio to increase exposure to rural areas, healthcare, and industrie...
- Key market drivers and strategies for investment growth: Rakshit RanjanRakshit Ranjan analyzes the market amid an economic slowdown, emphasizing strong fundamentals, earnings growth, and sectoral shifts. Key fo...
- Private banks and NBFCs poised for recovery amid attractive valuations: Rakshit RanjanIt is a headwind from the macro. Secondly, competitive intensity, in the case of paints, is very high, which is also getting reflected in t...
- Rakshit Ranjan on why Marcellus is betting on agile players over traditional FMCG giantsTata Consumer is a very different business compared to where it was even till last year and very-very different from where it was four or f...
- Marcellus orienting portfolios towards bottom-up stock picking: Rakshit RanjanRakshit Ranjan of Marcellus Investment Managers highlights the need for bottom-up stock picking due to markets running ahead of fundamental...
- Rakshit Ranjan explains why Marcellus made a new addition in Rising Giant portfolio, added to another in Little ChampsRakshit Ranjan explains why Marcellus has added a ball bearing company and added more to a pipe company in the Risiging Giant portfolio. He...
- Rakshit Ranjan on stocks Marcellus has added in their portfolio“There have been several changes in allocation. On average, we have been doing about, say, 8% to 10% portfolio churn only related to alloca...
- Getting positive on IT, adding to positions: Rakshit Ranjan“There is a good 30% to 40% drop in the PE multiple when you normalise for the cash element or go pre-Ind AS and normalise it for that aber...
- Market not overvalued as a pack; there are segments that deserve more exposure: Rakshit Ranjan“I would not say the market is overvalued as a pack. There are segments that you should not have exposure to, in my view, and there are cer...
- Here's why Rakshit Ranjan is bullish on NBFC sectorEicher was doing exceptionally well but what is happening with particularly Hero, the Harley-Davidson angle and overall competitive intensi...
- Rakshit Ranjan on why Marcellus won't go for AC companies this summer“Our conviction on Divi’s is more from a stock-specific perspective rather than from a category oriented perspective. Divi’s is a firm wher...
- It pays to be stock specific in pharma: Rakshit RanjanOnce you build longevity into valuation, then even a 20 times PE multiple is very expensive and you should not get into it.
- Great companies will come out of the crisis comfortably: Rakshit RanjanNone of our portfolio companies will see a cancelation of demand, says Founder & Portfolio Manager at Marcellus Investment.
- Stock picking & not basket buying is the need of the hour: Rakshit Ranjan, MarcellusI don't think the market has bottomed out, says Rakshit Ranjan, Marcellus Investment.
- FMCG counters: Bull run in frontline stocks like HUL, Nestle, Colgate, Marico ends?In a recent report, Ambit Cap has advised investors to sell frontline FMCG stocks like HUL, Nestle, Colgate and Marico.
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