Assume nothing, question everything

DSP MF’s Rohit Singhania believes in shorter horizons and open-mindedness for investing success 

Anishaa Kumar - March 01, 2021

“India is at the cusp of multi-year revival in earnings”

Mirae Asset's Neelesh Surana on how he has positioned his portfolio and the risk factors that he is tracking closely 

N Mahalakshmi - March 01, 2021

“Everything about the market recovery is not froth”

Axis Mutual Fund's Jinesh Gopani on why he is betting on IT and consumption stocks

N Mahalakshmi - March 01, 2021

“We may see two or four multinational, chemical companies emerging out of India”

Kotak Mahindra's Pankaj Tibrewal on the structural shift in specialty chemicals and why portfolio construction should trump stock picking

N Mahalakshmi - March 01, 2021

Index beaters, where are you?

Most fund managers continue to lag the benchmark indices and in 2021, the story might not be any different 

V Keshavdev - March 01, 2021