Searched for
VALLUM CAPITAL
PMS vs mutual funds: 5 reasons to invest, and 5 red flags to watchPortfolio Management Services (PMS) offer structural advantages over mutual funds, allowing for concentrated portfolios, significant cash h...
Bulls return to banks on RBI's FCNR(B) initiativeTraders are piling into bullish derivative bets on banks, reversing bearish positions, as RBI's foreign currency borrowing measures boost l...
Midcap rally hits record high amid retail buying surgeNifty midcap indices reached new peaks on Thursday. This surge is fueled by robust earnings, consistent retail investor contributions, and ...
PSU mutual funds see Rs 4,498 crore outflow in March: ReportPSU mutual funds saw Rs 4,498 crore in outflows in March, a mild improvement from February, according to Vallum Capital. While PSU funds po...
Is it time to buy IT? Fund managers suggest gradual addition by investorsIndian IT stocks are at their cheapest since mid-2020, presenting a buying opportunity. Fund managers suggest gradual accumulation over two...
ETMarkets PMS Talk | China, Brazil, silver and tactical rotations help Vallum beat Nifty; true multi-asset needs global flexibility: Manish BhandariVallum Capital Advisors' Multi Asset Index Strategy achieved nearly 10% returns in January 2026, outperforming the Nifty50's 3% fall. CEO M...
India’s digital edge, China’s manufacturing, Russia’s energy: A new axis of global growthPrime Minister Modi's upcoming visit to China after seven years signals a potential strategic shift, fostering a new economic partnership w...
Why are more promoters pledging their shares in Nifty 500 companies?During January-March, promoter stake pledges increased for 27 Nifty 500 companies, including Aadhar Housing Finance and Max Financial Servi...
Why are foreign investors flocking to BFSI stocks in May?Foreign Portfolio Investors (FPIs) significantly increased their investments in Indian markets during the first half of May, with banking a...
Sugar stocks up after government reverses banAccording to a Reuters report, the government permitted the diversion of 1.7 million metric tonnes of cane juice and B-heavy molasses for e...
Sputnik pact with DRL sends Shilpa Medicare to 7-month highThe company entered into a three-year agreement with Dr Reddy’s for the production of Sputnik V vaccine for Covid-19. The targeted producti...
Diagnostics counters likely to witness windfall gainsAnalysts said diagnostics companies will benefit from the marginal costs of doing Covid detection tests. With a partial lockdown, non-Covid...
Manish Bhandari makes a strong argument for having gold in your portfolio‘Gold shoots up when you have a negative real interest rate’
Fertiliser stocks rally with pickup of monsoon in northMadras Fertilizers, Fertilisers and Chemicals Travancore and Dharamsi Morarji Chemical Company were among the best performers on Thursday, ...
PI Industries a safe bet among agri-based stocks: Madhusudan SardaThe company is dependent on domestic market and has a substantial presence in contract research and manufacturing services (CRAMS), says Sa...
Good days ahead for oil marketing companies: Madhusudan SardaThe government has come out with diesel and LPG reforms, which is significantly ahead of what markets were expecting, feels Sarda.
A lot of money could be made on Srikalahasthi Pipes: Madhusudan SardaThe company has been into Ductile iron (DI) pipes; it has been doing significantly well for last couple of years, says Sarda.
PSU banks are headed for difficult times: Madhusudan SardaAs long as the commodity sectors do not do well, we are headed for difficult times in the PSU banking space.
Sun Pharma in for some more pain in next few quarters: Madhusudan SardaSarda says that the way both Sun and Ranbaxy have structured themselves makes him believe that they should be able to integrate things 12 m...
Concentrated wealth, only 3% taxpayers are costing real estate sector dearlyReal Estate sector growth was supported by factors like high inflation, negative real returns on fixed deposits, and choppy equity markets.