October 28, 2021
Auto, pharma, logistics BFSI, consumption likely to lead next leg of rally
In an interview with Zeebiz's Kshitij Anand, Shah said that…
October 8, 2021
SIP inflows likely to hit $3 bn per month from retail investors in next few quarters
Vikaas is an industry stalwart with over two decades of…
August 12, 2021
Strong corporate earnings ahead, will invest in new-age internet cos at appropriate time
We believe there is a high probability Nifty Earnings over…
June 27, 2021
Why Investors Should Focus Onlong-term Structural Stories Rather Than Recovery Plays
The interesting theme we invested in was IT ER&D services…
June 8, 2021
When market is at record highs be sure of not trading high-quality businesses for low-quality ones
In an up-trending & broad-based market like the current…
May 18, 2021
With the Indian economy in an up-cycle revival mode, Autos, BFSI, Capital Goods, Pharma, IT to do well over the next 18-30 months
During the last year of April and May, the unemployment…
April 23, 2021
These 3 factors will help corporate earnings in coming years
We see multiple triggers to earnings growth as we move into…
March 20, 2021
Well run mid- and small-caps seeing strong growth
There is a strong undercurrent of growth among mid- and…
March 19, 2021
We are in the first round of bull run; Recently listed IPOs have good pedigree
The Nifty50 has rallied by about 70 percent so far in FY21,…
February 15, 2021
Scope for upgrade in financials; CRAMs can be multi-year growth story
Kashyap Javeri believes given the increase in spending on…