The Market Podcast | IT & Pharma to do better but leisure travel big contra bet for 2021

Travel and tourism as a theme should pick momentum in the next couple of quarters.

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Pharma, IT, and auto-ancillary stocks may be early beneficiaries of PLI schemes

The recent quarterly results and management commentary reflects that the fear of escalated NPAs was a bit misplaced.

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World is looking at India for credible sourcing alternative to China

It is important for investors to remain patient and not lose faith in equities as an asset class and continue to have appropriate allocations as there is going to be…

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What investor personality are you?

In the investment world, it is important to know what kind of personality and temperament you have, as it plays a very important role in determining the way you view investments…

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Looking to beat volatile stock markets, here’s how to build a turbulence proof portfolio

Equity markets have always been volatile; in fact, volatility is in the inherent nature of equity investing. If it’s not volatile it’s not equity investing.

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Telecom, life insurance, pharma & IT will be better placed in post-COVID-19 scenario

The rally in Indian equity markets is in sync with the rally in global equity markets. The global liquidity and asset allocations tend to move quite seamlessly and rapidly across…

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It is still too early to say that it is the end of the SIP trend

SIP flows have reduced for just about a month or two, during the last two months of the lockdown, but we cannot ignore that there have been genuine challenges on mobility.

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You either get good news or good prices. Right now, it’s the latter

History has taught us that in times like these it is very critical for long-term investors to maintain their asset allocation discipline.

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PMS fund managers can hold on to their investment irrespective of market trends

In an interview with Cafemutual, Sachin Shah, Fund Manager, Emkay Investment Managers talks about the scope of PMS in India.

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How to make share market work well for you: Learn from history, take advantage of volatility

Sachin Shah, Fund Manager, Emkay Investment Managers says in an interview with Kshitij Bhargava that there are signs of economic revival and valuations are also more reasonable…

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