News & Media
August 4, 2022News & MediaInterview,Business Standard
Worst of inflation behind us; mkt recovery to continue
The two big challenges of inflation and aggressive FII selling are behind us,…
July 11, 2022News & MediaInterview,Moneycontrol
Manufacturing to be a key wealth creator for next 5-10 years
We think manufacturing will be a key wealth creator for the next 5-10 years and may…
June 21, 2022News & MediaArticle,ET Markets
3 factors that can make Zomato profitable in the next few years
In our opinion, a successful modern tech company can transform industries, achieve…
May 25, 2022News & MediaInterview,Moneycontrol
These sectors have potential for high returns over 3-4 years
When the circumstances are more conducive, there is a high probability the Reserve…
April 8, 2022News & MediaArticle,Mint
Geo-political crisis and the stock market – What history says
Global stock market indices have typically been resilient through wars and…
April 3, 2022News & MediaArticle,ET Now
How to identify future multibagger stocks? These 3 critical factors hold the key
A recent note published by ET on traits required by companies for sustainable…
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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 markets run-up in…
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 experience. In the…
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 next 24 months (FY22…
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 (IT embedded…
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 one, it does make sense…
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 figures had crossed…
April 23, 2021
These 3 factors will help corporate earnings in coming years
We see multiple triggers to earnings growth as we move into the next 2-3 years.
March 20, 2021
Well run mid- and small-caps seeing strong growth
There is a strong undercurrent of growth among mid- and small-cap companies,…
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, but there is plenty…