INTERVIEW

“This is 3-4x bigger than the 2008 crisis”

Despite the sharp correction in the Indian market, Sridhar Sivaram, investment director at Enam Holdings, has decided to stay away till volatility peaks out

April 25, 2020

Sailesh Raj Bhan of Nippon India Mutual lays bare his hunting ground for new winners

Uncertainty is ruling the world, but could this be the perfect time to build a balanced portfolio?

April 14, 2020

Kenneth Andrade decodes market cycles to identify the next set of winners

Old Bridge Capital’s Kenneth Andrade expects a structural shift towards saving from consumption in the aftermath of the pandemic

N Mahalakshmi - April 11, 2020

Sunil Singhania on why boring sectors such as utility are going to get attractive

Amidst a volatile stock market, experts including Abakkus Asset Management founder Sunil Singhania are seeing opportunity, while proceeding with caution

Prathamesh Mulye - April 11, 2020

"We ought to be a bit more careful in attributing everything to the economy"

Edited excerpts from conversations with the chief economic advisor, Krishnamurthy Subramanian, on the state of the economy

V Keshavdev - October 01, 2019

‘Elections are won with local leaders, PM is often a surprise’

Ruchir Sharma’s coverage of the Indian political system throws up interesting insights into coalitions and polarising leaders

V Keshavdev - May 13, 2019

“Look out for companies aspiring to dominate niche businesses”

Ambit Capital’s head of research, Nitin Bhasin, on what separates a handful of Indian companies from the also-ran

Jash Kriplani - March 02, 2018

"Real estate is the most effective way to capture the growth of the middle class"

Jaguar Growth Partners' Gary Garrabrant on the opportunities in the Indian real estate sector

N Mahalakshmi - September 07, 2017

"Indian yields unattractive in the short term"

Richard Iley, chief economist, emerging markets, BNP Paribas, talks about the prospects for the Indian market  

Jitendra Kumar Gupta - September 29, 2016

India yet to reform under Modi, China a better investment bet

Jim Rogers on why China remains a better investment bet despite the slowdown

Jitendra Kumar Gupta - June 27, 2016

"Watching news channels hourly will not yield anything"

In the final part, Raamdeo Agrawal stresses on zero distraction when digging deeper to find great opportunities

Jitendra Kumar Gupta - January 15, 2016

"Value investors do not talk or focus too much on growth"

In the first of a two-part interview, Raamdeo Agrawal points out the drawback of the 100X study and the attributes of extraordinary growth

Jitendra Kumar Gupta - January 13, 2016