Dinshaw Irani, CEO, Helios Mutual Fund, discusses portfolio adjustments. Focus shifts to EV two-wheeler companies, with a new addition coming soon. He remains cautious on passenger vehicles and negative on…
Rajesh Bhatia, CIO, ITI MF, suggests telecom stocks as core portfolio components, citing tariff repairs and increased free cash flow. He favours digital economy companies like PB Fintech, Swiggy, and…
Shweta Jain, Founder, Investography, says for risk-averse investors seeking short-term options, bond SIPs offer near-guaranteed returns backed by the Indian government. With maturities ranging from three months to a year…
Saurabh Mukherjea, Founder, Marcellus Investment Managers, discusses his views on the AMC space, potential tariffs on India and China, and the impact of technology on broking and asset management. Mukherjea…
Pratik Gupta, CEO and Co-Head, Institutional Equities, Kotak Securities, says Indian markets anticipate a stronger second half, fueled by the festive season and favorable monsoons, particularly benefiting rural demand. However,…
Puneet Chhatwal, MD & CEO, IHCL, says one strategic focus area is the midscale segment, recognizing its growing importance with India's expanding hospitality needs. Ginger leads this charge, aiming for…
Nilesh Shah, MD, Kotak AMC, says in a fast-paced, unpredictable environment, focusing on the basics is key. Identify companies resilient to global challenges. Look for reasonable valuations and committed management.…
Sandeep Tandon, CIO, Quant Mutual Fund, expresses strong confidence in India's decoupling process, highlighting Asia-centric emerging markets' advantageous position over developed economies, evidenced by currency movements. He identifies the pharmaceutical…
Abhay Agarwal, Founder & Fund Manager, Piper Serica, says the markets are eagerly awaiting a resolution to the US president's tariff disputes, as the daily threats are impacting Indian industries.…
Gautam Duggad, Head Of Research, Director - Institutional Equities at Motilal Oswal Financial Services, says stock markets are reacting maturely to tariff impacts, with major sectors like financials and IT…