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TECHNOLOGY MEGATRENDS
Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...- ETMarkets PMS Talk | A 'private equity approach' to public markets has driven our investing success for 15 years: Sameer ShahValueQuest's Sameer Shah champions a private equity approach to public markets. He focuses on deep research and conviction in identifying t...
- India emerging as key APAC growth hub for AI talent and energy security: Colliers ReportIndia is emerging as a key growth engine in the Asia Pacific region. Driven by advancements in Artificial Intelligence and a strong demogra...
- Why India’s next real estate cycle could be driven by retail investors and REITs, Sandipan Roy explainsIn an interaction with Sandipan Roy, Chief Investment Officer (CIO), at Motilal Oswal Private Wealth, he explains why India’s next real est...
- US stock market futures today: Why are Dow Jones and S&P 500 in red while Nasdaq turns green today? Dow drops 280 points as oil tops $120— can AI spending offset rising inflation fears and Fed uncertainty?Why are Dow Jones and S&P 500 in red while Nasdaq turns green today? The US stock market futures today are sending a sharp, layered signal....
- ETMarkets Smart Talk | India expensive, Taiwan & Korea offer value: Nikhil Advani on global investingIndian equities face rich valuations, prompting investors to look globally. Nikhil Advani of LGT Wealth India highlights opportunities in e...
- Sultan Ahmed Al Jaber pitches UAE as India's 'dependable' energy supplierThe UAE is set to be India's dependable energy partner. India is a major driver of global energy demand. The UAE's industry minister highli...
- India a key driver of global energy demand: UAE ministerIndia's booming economy is set to significantly boost global energy consumption. This growth spans air travel, data centers, and digital in...
- BFSI Entering a Multi-Year Growth Cycle: Bajaj Finserv Asset Management Limited Launches New Sectoral FundBajaj Finserv Asset Management introduces a new fund focused on the banking and financial services sector. This fund aims to benefit from I...
- Bajaj Finserv Flexi Cap Fund crosses Rs 5,400 crore AUM in 2 yearsBajaj Finserv Flexi Cap Fund marks its 2nd anniversary with AUM at ₹5,410 crore, leveraging a megatrend-focused strategy. It has delivered ...
- The Golden Thumb Rule: Buy-and-hold has evolved into buy-and-watch in today’s disruptive world, says Nimesh ChandanNimesh Chandan of Bajaj Finserv AMC suggests that investors should shift from a "buy-and-hold" to a "buy-and-watch" strategy to align with ...
- Bajaj Finserv Flexi Cap Fund completes one year; crosses Rs 3,500 crore AUMThis fund identifies and invests in companies that are poised to benefit from current and future market trends. With a focus on six key sec...
- Leadership and long-term mega trends: Utpal Sheth on identifying 'Gorilla' companiesWe have already established that value creation is different from wealth creation. So, in my experience, there are three large components t...
- ETMarkets Fund Manager Talk: Nimesh Chandan identifies 6 megatrends that can create long-term wealth"India is currently in a favourable position compared to both developed and emerging nations. However, there is a possibility of FPIs selli...
- From moon landings to megatrends: India's journey to $30 trillion GDP futureOver the past decade, India has witnessed a remarkable transformation, particularly in the aftermath of the COVID pandemic. Notably, the na...
- How Nimesh Chandan of Bajaj Finserv picks stocks using the megatrend approachBajaj Finserv Asset Management has identified several megatrends for the Indian market and economy, including consumerism and urbanisation,...
- Bajaj Finserv Mutual Fund launches Bajaj Finserv Flexi Cap FundNimesh Chandan, CIO, Bajaj Finserv Asset Management, said, “Bajaj Finserv Flexi Cap Fund is based on MEGATRENDS which are powerful long-ter...
- Investing in the Digitized Future: 3 Megatrends to watch out for!In the past, investors building their portfolio were often constrained by a home-country bias. This geographic approach led investors to fo...
- The pandemic, geopolitical events have rebalanced global supply chains, creating opportunities for India: N ChandrasekaranThe other key trends that business and government leaders must take note of include the adoption of digital, sustainability, importance of ...
- IT-BPO industry: How to reach $225 bn by 2020Nasscom president Som Mittal is confident that agility, flexibility and adaptability will be key attributes required to make $225-bn aspira...
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