Etrarkets Smart Talk: From BFSI to Healthcare: Important long-term themes for investors in the next 3-5 years after Unmesh Kulkarni

In this edition of ETMARKETS SMART Talk, Unmesh Kulkarni, director and senior advisor at Julius Baer India, shares his insights into the most important sectors that are ready to stimulate the growth suit of India in the next 3-5 years. From the structurally strong BFSI sector to the rapidly evolving health care and consumption segments, […]

Sunil Singhania warns on it, bets on financial, pharmaceutical and Capex Revival

Sunil Singhania, founder of Abakkus Asset Manager LLP, has advised investors to stay careful with IT services at IT services, while selective positions in banking, pharmaceutical, metals and capital goods, if valuations in different sectors look more attractive after recent corrections. Singhania now said to Et, that Indian It, despite his worldwide strengths, is confronted […]

Use corrections to build positions at cheaper levels; Don’t get fomo about IPOs: Sunil Singhania

Despite the global uncertainties and new tariff shocks of the US, Sunil Singhania, founder of Abakkus Asset Manager LLP, remains optimistic about India’s growth order, where investors encourage current corrections as an opportunity to build positions. Singhania maintained his long-standing bottom-up investment approach, but emphasized patience and discipline. “Opportunities are enough in India, but investors […]

Etrarkets PMS Talk: From RS 1 crore to RS 8.8 crore – Sameeksha Capital’s 26% TWR trip for a decade, Bhavin Shah Decodes

From modest start to supplying one of the most consistent track records in the portfolio management space, the ten -year journey of Sameekha Capital is a study in disciplined investing. Under the steward of founder & CIO Bhavin Shah, the Sameeksha India Equity Fund has converted an RS 1 crore investment at the Inception in […]