shreyash devalkar

Is the trend of chasing themes in the market over? Shreyash Devalkar explains

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Is the trend of chasing themes in the market over? Shreyash Devalkar explains

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

Global headwinds and high valuations driving Indian markets lower: Shreyash Devalkar

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Global headwinds and high valuations driving Indian markets lower: Shreyash Devalkar

“There are some global factors as well that what is the trajectory of China’s stimulus, so that has been one of the key factors, which in the last year, when some of the FIIs might have thought about China also as an investment class. But after that, again, China has corrected as well,” says Shreyash … Read more