Escorts is now third largest tractor manufacturer in India with a market share of 13%. Things are moving in right direction for the company as per the initial ...
Why are WE, folks who discuss active DIY direct stock portfolios and manage client funds in active portfolios in our PMS, talking up mutual funds? This is like ...
The speciality chemicals space has grown by leaps and bounds since 2015. Many companies in this sector have been multi-baggers and delivered spectacular ...
The time is right to increase our allocation to equities and reduce our cash levels. While the Nifty 50 is down -by 12%, some stocks have fallen by 25% to -50% ...
Since the rationalisation of fund schemes and categories in 2017 by SEBI, AMCs can offer one of Value or Contra Funds. There are 22 such funds today, 15 of ...
After the recent market correction, we believe the time has come to move from being cautious to being (a little) greedy. We've exited some fundamentally weak ...
Largecap funds as a category have struggled to consistently beat a simple index buy and hold strategy, with some exceptions. Our top picks for the best ...
That midcaps and small caps perform better than large caps when times are good and, on the flipside, struggle more in challenging market conditions is well ...
Here's where we explore the macro, which looks very good in India despite all these rate hikes. And how things will get worse before they get better. Why you ...
Multicap, Focused, and Flexicap Funds have reasonable discretion when investing in their AUM. So we went off script and considered them together to arrive at ...
