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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…

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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…

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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…

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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…

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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…

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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…

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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.

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Well run mid- and small-caps seeing strong growth

There is a strong undercurrent of growth among mid- and small-cap companies,…

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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…

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