October 9, 2020
What investor personality are you?
In the investment world, it is important to know what kind of personality and temperament you have, as it plays a very important role in determining the way you view investments…
0 Comments5 Minutes
September 25, 2020
Looking to beat volatile stock markets, here’s how to build a turbulence proof portfolio
Equity markets have always been volatile; in fact, volatility is in the inherent nature of equity investing. If it’s not volatile it’s not equity investing.
0 Comments6 Minutes
August 10, 2020
Telecom, life insurance, pharma & IT will be better placed in post-COVID-19 scenario
The rally in Indian equity markets is in sync with the rally in global equity markets. The global liquidity and asset allocations tend to move quite seamlessly and rapidly across…
0 Comments6 Minutes
May 29, 2020
It is still too early to say that it is the end of the SIP trend
SIP flows have reduced for just about a month or two, during the last two months of the lockdown, but we cannot ignore that there have been genuine challenges on mobility.
0 Comments9 Minutes
April 6, 2020
You either get good news or good prices. Right now, it’s the latter
History has taught us that in times like these it is very critical for long-term investors to maintain their asset allocation discipline.
0 Comments5 Minutes
March 11, 2020
PMS fund managers can hold on to their investment irrespective of market trends
In an interview with Cafemutual, Sachin Shah, Fund Manager, Emkay Investment Managers talks about the scope of PMS in India.
0 Comments6 Minutes
March 4, 2020
How to make share market work well for you: Learn from history, take advantage of volatility
Sachin Shah, Fund Manager, Emkay Investment Managers says in an interview with Kshitij Bhargava that there are signs of economic revival and valuations are also more reasonable…
0 Comments8 Minutes
December 22, 2019
Market rally to continue, to be far more broad-based; private banks, pharma look interesting
Companies in the mid and small-cap space which are governed and run efficiently, are expected to throw up returns disproportionate to what the frontline indices would indicate
0 Comments11 Minutes
November 1, 2019
How Sachin Shah avoided capital destruction in his PMS
It is a secular growth story for number two, three & four banks in India.
0 Comments9 Minutes
March 7, 2019
Restrict smallcap allocation to 25% of portfolio; choosing right company critical
Many quality mid and smallcaps have also come down in the last 12 months. They are not trading at frothy valuations any longer, says Sachin Shah, Fund Manager, Emkay Investment…
0 Comments6 Minutes