“We are early in the stages of the business cycle of this country. Our corporate PAT to GDP bottomed at around 1% and it has bounced back to about 4.2%,” says Ravi Dharamshi, CIO, ValueQuest Investment.What are we starting with, the market, your investment in VARI, how banks have done well, or the fact that … Read more
“Infrastructure, not from investment point of view, but I think India’s infrastructure is definitely improving. You cannot but be optimist about it,” says Ravi Dharamshi, ValueQuest Investment Advisors.What is the best way to play the Budget theme if at all or would you say leave the Budget aside, look at what your long-term portfolio is … Read more
“Even if we get the fact that there is going to be a recession in developed markets most probably in US as well, still how the markets are going to react is anybody’s guess,” says Ravi Dharamshi, ValueQuest Investment Advisors. Share some money-making idea to start the new year with. Market has its rhythm but … Read more
Neither the Evergrande crisis nor the Federal Reserve meeting could stop Dalal Street bulls last week to lead the market to a new high. However, the rising inflation risk and withdrawal of ultra-easy monetary policy by global central banks may trigger a sharp rise in bond yields which can cause risk assets to correct sharply, … Read more
MUMBAI: Domestic equity market is likely to remain rangebound next week as investors are unwilling to take bullish positions at a time when the pandemic is raging and making them second-guess their rosy outlook for the economy and earnings growth. The government’s repeated insistence on not imposing a national lockdown despite the country reporting over … Read more
This year you may actually end up underestimating the earnings and this quarter till now has demonstrated just that, says CIO, ValueQuest Investment Advisors. How do you think this market will manage to climb the wall of worry?As long as the worries persist I guess. The way I think about this market is that the … Read more