Latest Updates Around The World
John Templeton once advised that the best investment opportunities often occur when pessimism is at its peak. This remains relevant for disciplined investors today. When fear is widespread, valuations tend to compress. Strong companies with resilient business models, healthy balance sheets and long-term growth prospects may be sold alongside weaker peers, not because their fundamentals […]
With global markets caught in a whirlwind of geopolitical tensions, uneven growth signals and shifting capital flows, Indian investors are once again asking a familiar question: Has the correction gone far enough to trigger a search for value?Speaking to ET Now, Punita Kumar Sinha said she believes the answer is yes, but with important caveats […]
PPFAS Mutual Fund’s Parag Parikh Large Cap Fund aims to occupy a strategic middle ground between active and passive investing, providing broad exposure to the top 100 Indian companies with disciplined ‘smart execution’ and cost efficiency. Benchmarking the Nifty 100 TRI, the fund prioritizes index-focused positioning while maintaining limited opportunistic stock actions. The NFO closes […]
Rajat Sharma, Founder and CEO of Sana Securities, shared a value-driven, selective investment outlook across banking, IT, defense and FMCG sectors, emphasizing long-term valuations and fundamentals over short-term momentum.On the banking and financial sector, Sharma said in an interview with ETNow that he believes the recent pullback in major private banks like HDFC Bank and […]
Fund manager Siddhartha Bhaiya, who recently passed away after suffering a cardiac arrest, had turned cautious on Indian equities in his latest views while spotting selective opportunities in global markets. He remained bullish on non-tech themes in the US, consumption-led developments in China and defensive sectors in Europe, which he said offered better risk-adjusted opportunities.“As […]
Maverick fund manager Siddhartha Bhaiya, who passed away on Wednesday, December 31 due to cardiac arrest, once said he would have been a ‘bean counter’ had he not become an investor, a revelation he made in an interview with PMSBazaar. Widely known for his knack for identifying small-cap multibaggers, the 47-year-old was inspired by Warren […]
Shares of Berkshire Hathaway closed slightly lower on Wednesday as Warren Buffett prepared to step down as CEO, handing over leadership to Greg Abel on Thursday. Class A shares fell $600, or 0.1%, to $754,800, while Class B shares fell $1.06, or 0.2%, to $502.65. The broader Standard & Poor’s 500 index fell 0.7% on […]
At home Profit hunter December 18, 2025 – Ola and Anant Raj send out opposite signals. Which one would you follow? December 18, 2025 Image source: illust-monster/www.istockphoto.com “Why does a founder sell at a low point in his life?” That’s what I wondered when I saw Ola back in the headlines – not […]
At a time when investors are encouraged to double down on what they know best – one market, one asset class – Saurabh Mukherjea argues for the opposite. In his recent article, the founder of Marcellus Investment Managers turned to Sir John Templeton, the legendary 20th century investor, to argue that global diversification, contrarian thinking […]
December 5, 2025 Image source: SARINYAPINNGAM/www.istockphoto.com A few days ago, while interviewing candidates for the role of research analyst at Equitymaster, I met a young man who proudly introduced himself as a “deep value investor.” He said it with conviction, almost as if someone was revealing a personal philosophy rather than a professional preference. His […]
