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Samit Vartak sees strong growth in luxury real estate and home finance amid market correctionThere are only two companies which really did really well across when that space did nothing, even in the agrochemical space PI Industries ...- Smallcap space still overvalued; focus on stock picking over market trends: Samit VartakI do not think the entire universe has corrected enough. There is a lot of froth still remaining in terms of valuations.But if you are a go...
- Divgi TorqTransfer shares soar 5% a day after muted D-Street debutAccording to the data available with the exchanges, Quantum Mutual Fund picked up about 2.63 lakh shares at an average price of Rs 588.87, ...
- Morgan Stanley sells stake in Divgi TorqTransfer after muted listing3.73 lakh shares of Divgi TorqTransfer were sold through a block deal for about Rs 22 crore
- ETMarkets Fund Manager Talk: This Rs 3,000-cr money manager goes bottom-up to pick winners"Indian retail investors have emerged as a very powerful and resilient market participant in the last few years and specially post Covid 20...
- Which is the top sector to watch out for in Samvat 2079? Samit Vartak answers“We have gone through a pretty long phase of stagnant real estate market in the last 10 years. Again most of the stocks are down in the las...
- You cannot keep on changing your strategy for every event that happens: Samit Vartak“Every year you will have different worries. It could be inflation, slow growth, any random war or trade war or any of such things. The key...
- Shed old baggage; improve your portfolio quality now: Samit Vartak“New investors think that the stock which has fallen the most is probably the most attractive. But it is not necessarily so. This is the ti...
- Forget stock pickers’ market; gear up for a broad-based rally: Samit Vartak“I am positive on real estate, building material, export-oriented themes -- whether it is specialty chemicals, pharma, API, STEMs or IT seg...
- Market needs to correct 10-15% to take out weaker players: Samit Vartak“We need the market to stand on a strong foundation because if it keeps going up, it will be supported by a lot of weak investors and then ...
- NSE Bulk Deals: Sami Vartak’s SageOne sells stake in Mangalore ChemicalsShares of Mangalore Chemicals ended 2.2 per cent lower at Rs. 79.4 on the NSE.
- Why this PMS prefers to stay out of recovery-linked businesses“The safety net for us is the businesses which are not that coupled with the economic revival. As bottom-up stock pickers, we want to stay ...
- NSE-BSE bulk deals: Sami Vartak’s SageOne buys stake in Apollo PipesSami Vartak’s SageOne Investment bought 70,151 shares of Apollo Pipes at Rs 995 per share.
- Invest in a very defensive manner but take educated riskAlign your portfolio to earnings growth. Earnings growth means earnings have to double in the next three to four years, says Samit Vartak
- Don’t jump into the market, stick to themes already playing outIf a real macro trend starts, then that lasts for five-seven years. You can wait a couple of quarters to find out if the trend is for real,...
- BSE-NSE Bulk deals: HDFC Standard Life, SBI MF, Societe Generale lap up shares of CG Consumer ElectricalsHDFC Standard Life Insurance Company bought 45 lakh shares of Crompton Greaves Consumer Electricals at a price of Rs 296.50.
- NSE-BSE bulk deals: SageOne Investment laps up shares of Apollo PipesSageOne Investment Advisors LLP bought 69,714 shares of Apollo Pipes at a price of Rs 597.10.
- Bulk & Block Deals: Fidelity sells Tata Communications sharesIndia Capital Fund sold 7,00,000 shares of Mangalam Cement at Rs 150 each.
- Ride this volatility and buy into leaders irrespective of market cap: Samit VartakYou got to jump in when people are running away from a particular space, says SageOne CIO.
- Not IT, pharma, bullish on this niche theme: Samit Vartak, SageOne InvestmentFor next 3-6 months or even one year, I do not think anyone has any clue, says Vartak
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