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

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

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

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

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

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

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

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

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