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As Indian equities undergo a phase of consolidation amid uneven global flows, seasoned investors are increasingly leaning on bottom-up stock picking rather than broad market cap or thematic investing. In a conversation with ET Now, Vikas Khemani, Carnelian Asset Management, shared his views on PSU banks, IT services, manufacturing capabilities and the prospects for market […]
The first can be considered a must-read by retirees and those about to retire: William Bengen’s A richer pensionthe long-awaited update of his classic book on the much-quoted 4% rule: Maintaining client portfolios during retirement. That book was first published in 2006 and was originally aimed at financial advisors, but became popular with the general […]
After a year in which Gold and Silver Investors blinded, Axis MF’s stock head Shreyash Devalkar believes that 2026 could mark a turning point. With profit recovery, sectoral rotation and supporting macros in line, he claims that Nifty can finally surpass precious metals, making it a stage for a classic average reversal trade. Edited fragments […]
