Varun Daga on how to avoid value traps in this market“We would buy into strength rather than weakness. That is how our style is designed. We do not buy anything that is weak over a period of t...
03 Oct, 2022, 01.25 PM IST
What can you hope to earn over the next 3-5 years? Varun Daga explains“The last time India was doing capex was in 2009-10-11. After that, we have seen a lull for almost 11-12 years. So there has been a clear s...
12 Jul, 2022, 01.12 PM IST
Markets are never wrong, opinions often are. We try to follow the market: Varun Daga, Girik Capital“Fundamentally as things start to look bad, we start cutting exposure. We are completely out of metals. We have reduced a lot of IT because...
13 May, 2022, 01.28 PM IST
Five ace fund managers join hands to launch new age financial servicesThis may be the first after a three year gap that top executives from financial services are taking a plunge into entrepreneurship after fo...
04 May, 2022, 09.33 AM IST
Commodities, IT cos to lead the current churn in market: Varun Daga“In the last decade, financials and consumer stocks led the bull market. It is very different this time. We are seeing that leadership move...
22 Mar, 2022, 02.59 PM IST
In 2022, we remain optimistic & will find opportunities to make money: Varun Daga“Reliance might not be the biggest winner or multi bagger, but it is a good one to have in the portfolio. Their businesses are good and gro...
06 Jan, 2022, 01.15 PM IST
Expecting Rs 850 EPS for next year, about 22-23 times on Nifty: Varun Daga“One can see minor corrections but we do not see a large fall in Nifty.“
10 Nov, 2021, 02.30 PM IST
If you are ready for volatility, next 10 years could be very exciting: Varun Daga"We are seeing the old economy as well as new economy sectors firing. I do not think in our 10-12-year history, we have seen so many sector...
27 Sep, 2021, 02.06 PM IST
Can Zomato disrupt QSRs like Jubilant FoodWorks?"Corrections because of unexpected bad news are always going to help your equity returns if you are a good stock picker."
20 Jul, 2021, 07.30 PM IST
Metal stocks are more than just a one-hit wonder"The markets tend to react in an excessive manner, both pessimistically and optimistically, when it comes to cyclicals."
10 May, 2021, 12.52 PM IST
Get over your own fears and don’t sell your winner too soonWe are just following a process and trying to ride the winner as much as we can, says Varun Daga
08 Feb, 2021, 12.55 PM IST
Why new investors should stick to index investingMost managers over the long term will fail to beat the index, says Charandeep Singh
18 Dec, 2020, 09.26 PM IST
Metal stocks are at record high, but it's not too late to join the partyIf you do not trust the market, you cannot be a successful investor, says Varun Daga.
18 Dec, 2020, 09.22 PM IST
PE ratio is not everything, look at leadership and scope of growth: Girik CapitalMost of the people miss the biggest winners, including some of the great investors because it looks expensive in terms of the PE ratio.
15 Sep, 2020, 02.59 PM IST
Order from IKEA Group helps Acrysil’s stock scale new highThe share price of Acrysil gained 33% in the past five trading sessions.
24 Aug, 2020, 10.33 PM IST
NSE-BSE bulk deals: State Street Global buys stake in Deepak NitriteState Street Global Advisors Asia Ltd A/C SSGA Funds Man bought 9,25,451 shares of Deepak Nitrite at Rs 632.36 per share.
29 Jul, 2020, 09.55 PM IST
Don’t catch a falling knife, stick to leaders in financials: Girik Capital‘New sectors, new companies could a new bull market from here.’
17 Jun, 2020, 05.59 PM IST