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 IT due to US uncertainty and AI impact. FMCG is avoided due to growth concerns. The hospitality sector is favoured, anticipating increased domestic tourism driven … Read more
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 Zomato due to their rapid growth and profitability potential. While previously optimistic about oil and gas, Bhatia now prefers sectors with predictable growth.What is your … Read more
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 and a minimum investment of Rs 25,000, these SIPs are ideal for parking funds intended for short-term needs. Investors can stagger maturities, roll over investments, … Read more
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 says the Reserve Bank of India’s banking regulations favour incumbents. However, broking and asset management are experiencing tech-driven disruption. Zerodha and Groww exemplify this shift. … Read more
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, high valuations in consumer companies raise concerns. Consumer tech leaders like Nykaa and Honasa show promise for long-term growth, despite near-term challenges. Cement faces capacity … Read more
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 over 250 hotels. IHCL has planned a capital expenditure of over Rs 1,200 crore for FY26, with an estimated Rs 5,000 to Rs 7,000 crore … Read more
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. India’s IPO pipeline is strong, with entrepreneurs emerging from smaller towns. This mirrors the evolution of the Indian cricket team. Ignore the noise and focus … Read more
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 sector as a prime beneficiary in the current economic climate. Tandon advocates for investing in pharma funds, deeming it a highly promising and straightforward investment … Read more
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. Order cancellations from US buyers in sectors like textiles and auto ancillaries are already occurring due to tariffs. A sustainable resolution is crucial to restore … Read more
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 remaining relatively stable. Earnings growth is expected to be driven by domestic economic factors and a shift towards consumption-focused policies. While large sectors face limited … Read more