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Defence stocks have legs well beyond current market cycle: Groww AMC CEO Varun Gupta
The defence sector’s expansion, driven by government backing and innovation, presents promising long-term investment opportunities as Indian investors increasingly embrace sustaine...
Read Full Article →RBI delivers on growth, time to shift focus to structural reforms: Nilesh Shah
The Reserve Bank of India’s recent decisions to lower interest rates and reduce reserve requirements have stimulated market confidence, prompting experts to anticipate a potential...
Read Full Article →How will midcap and smallcaps perform vis-a-vis largecaps going ahead? Mahesh Patil explains
Mahesh Patil of ABSL AMC highlights that despite elevated valuations, mid and small-cap stocks could attract more investments due to favorable economic factors and potential improv...
Read Full Article →Is IT a value buy or a contra buy now? How will NBFCs fare? Mahesh Patil answers
The IT sector’s moderate growth, influenced by domestic industries such as banking and consumer, presents limited risks, while mid-sized non-banking financial companies show promis...
Read Full Article →ETMarkets PMS Talk: PIPE and value strategies delivered 30–37% CAGR over 5 years - Anand Shah reveal...
Anand Shah outlines how disciplined stock selection and valuation-focused approaches have contributed to strong compound annual growth rates, reflecting significant returns and opp...
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