As the second-quarter earnings season nears its end, results have mostly met muted expectations. Speaking to ET Now, Harsha Upadhyaya, CIO, Kotak Mahindra AMC shared his views on corporate performance and India’s economic outlook. Earnings Season in Perspective “We are at the fag end of the earning season. Results are largely in line with expectations, … Read more
Warren Buffett’s Berkshire Hathaway continues to flash a warning sign to global markets with its portfolio moves. In its latest quarterly results, the legendary investor’s conglomerate revealed that it sold far more stocks than it bought for a 12th consecutive quarter, letting its cash pile swell to a record $381.7 billion. The move reinforces Berkshire’s … Read more
The Samvat 2082 Portfolio by Green Portfolio PMS blends the old-world safety of precious metals with the growth potential of Indian equities. Designed for renewal, prosperity, and disciplined investing, it captures both cyclical opportunities and structural growth themes across sectors. Source link
Foreign Institutional Investors (FIIs) have been net sellers in Indian equities, sparking concerns about market momentum. But Umesh Kumar Mehta, CIO of SAMCO Mutual Fund, believes their exit is driven by global factors like currency and tactical opportunities, not India’s fundamentals, which remain strong with resilient growth and structural reforms. Edited excerpts from a chat: … Read more
Anand Shah, CIO- PMS & AIF Investments, ICICI Prudential AMC, says global ferrous metal profitability remains muted due to strong Chinese exports, pressuring steel company earnings worldwide. Despite this, there’s optimism for margin recovery in select chemicals and metals sectors, driven by attractive valuations and potential earnings growth. While positive on manufacturing, particularly defense and … Read more
Let’s start with your personal story I am a Mumbai boy, born and brought up in a joint family of businessmen. I have completed a Master’s in Commerce and am a Chartered Accountant by qualification. In addition, I am a CFA charter holder from the CFA Institute, USA. How did you land this job? I … Read more
Gautam Shah, Founder, Goldilocks Premium Research, says after a period of significant gains in gold, which he successfully traded, a shift in focus towards silver is recommended. The author suggests that gold’s consolidation phase presents an opportunity to invest in silver, anticipating a substantial 20-25% increase in its value. A major upward trend for silver … Read more
Shreyash Devalkar, Fund Manager, Axis Mutual Fund, says the market has matured, making broad investment themes less effective. Narrow themes are also challenging due to market awareness. Public Sector Undertakings or PSUs have performed well, but thematic investing may not be wise now. Individual stock selection within PSUs, such as banks or capital goods, is … Read more
“Good monsoons is by and large good for the country and, of course, there will be that odd issue in one sector or the other while monsoons are ahead of time, but by and large it should be good for the country,” says Anshul Saigal, Founder, Saigal Capital. This entire impact of early monsoon, I … Read more
The easing of tariff concerns and geopolitical tensions between India and Pakistan, ending strongly in India’s favor without much escalation, strongly impacted the markets in a positive way. Nifty registering its biggest single-day gains in recent history. The markets maintained those gains and built on them further during the week. While the Nifty moved in … Read more