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SHEETAL MALPANI PORTFOLIO
ETMarkets PMS Talk: Triggers for 2025 - Trump’s tax policies and India’s Union Budget 2025 take center stageIf you look at the last three quarters—Q4 of the last fiscal, Q1, and Q2 of this fiscal—we saw revenue growth of less than 5%. In Q4 and Q1...- Smallcap, midcap stocks outrun Nifty for 6 straight months. Time for bluechip revenge?In March 2023, when Nifty started to recover, the mid and smallcap indices were still under selling pressure. But in April, when the headli...
- ETMarkets Smart Talk: There are pockets of froth in small & midcaps but we are nowhere near exuberance phase: Sheetal MalpaniAccording to Sheetal Malpani, the Chief Investment Officer at Tamohara Investments, the Indian market is currently going through a phase of...
- ETMarkets Fund Manager Talk-High time India gets its due recognition among global investor community: Tamohara InvestmentOverall, since the start of the interest rate hike cycle by the Fed, India has been among the best-performing large markets and this should...
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