News & Media
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 &…
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 services) as…
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 to…
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 15-18…
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.
Well run mid- and small-caps seeing strong growth
There is a strong undercurrent of growth among mid- and small-cap companies, which…
Lorem Ipsum blog4
Many years ago, I worked for my parents who own a video production company. Because…