The two big challenges of inflation and aggressive FII selling are behind us, believes Sachin Shah, Fund Manager, Emkay Investment Managers

In our opinion, a successful modern tech company can transform industries, achieve expansion of scale, and make enormous profits, all without requiring significant capital…

When the circumstances are more conducive, there is a high probability the Reserve Bank will quickly move to an accommodative policy for higher economic growth, says the Fund…

A recent note published by ET on traits required by companies for sustainable wealth creation...with some good examples, including companies , which did course correction and how…

Global markets will likely stabilise post geopolitical turmoil and central bank rate hikes, helping Indian share markets touch new highs in the calendar year.

After nearly two-three years of economic slowdown, India is at an inflection point now with all indicators suggesting that economy and corporates are entering into a cycle of…

In an interview with Zeebiz's Kshitij Anand, Shah said that markets run-up in recent times is more like catching up with the mean and covering up for the underperformance of the…

We believe there is a high probability Nifty Earnings over next 24 months (FY22 & FY23) will grow above 25% CAGR.

The interesting theme we invested in was IT ER&D services (IT embedded services) as the trend of ever increasing application of electronics & digitisation in automobiles led to a…

In an up-trending & broad-based market like the current one, it does make sense to remain nearly fully invested, but in such markets some stock prices tend to rise much ahead of…