PORTFOLIO COMPANIES

Indians are increasingly shifting towards consumption of low-salt, low-sugar, and nutrition-fortified packaged food, reflecting a growing trend towards healthy eating habits. Sales of such products have risen in the last five years, with urban India...

There was a counter trend rally in China in April, but that has run out of steam quite badly in the last two or three weeks as the negative fundamentals have reasserted themselves, so that is nominal GDP growth that is running at only around a third...

​China currently is still at about 9 to 9.5 times calendar 25 PE, we are at 21, 21.5 times, so still a huge premium to China. So, I said, over the past three years, India has been expensive post COVID. You have still put money. In fact, last year, t...

Ace investor Ashish Kacholia made a move on Tuesday by selling a portion of his stake in Ador Welding, a small-cap manufacturer renowned for its high-quality welding machines.

Real estate developer, Gopalan Enterprises, part of Gopalan Group, aims to increase its office rental income to Rs 500 crore annually and could list its assets as a real estate investment trust (REIT) in the next four-five years, a senior company ex...

See, both manufacturing and defence in particular have been very expensive. If I have to say in any manufacturing space where is the biggest froth? Again, not in absolute terms but on relative basis, defence is the biggest froth which got built and ...

​Everything will depend on the earnings growth of corporate India and there is very-very reasonably good visibility over there. And there are good sectors, exciting sectors, which are already well priced.

Mahantesh Sabarad, an Independent Market Expert, suggests that the capex theme will be lucrative, particularly for capital goods and industrial goods companies, if the current government continues. This outlook is based on the expectation of a stron...

Nvidia could soon surpass Apple to become the world's second-most valuable company, benefitting from the surge in adoption of AI applications. Nvidia's high-end chips power virtually all AI applications, propelling its stock value to $2.68 trillion.

In FY23, for instance, the combined outstanding home loan portfolio of public sector and private banks and housing finance companies, which account for a big majority of the home loan market in the country was, Rs 3.62 lakh crore. But disbursements ...

GetVantage, founded in late 2019, has funded 1,500 companies with a combined GMV of $900 million across categories ranging from B2B SaaS, subscription businesses, D2C, eCommerce, edtech, healthtech, cloud kitchens, and nutrition, among others.

Rekha Jhunjhunwala likely earned Rs 224 crore dividend from her Rs 37,831 crore portfolio in the March quarter, including from companies like Titan Company, Canara Bank, and Valor Estate. She holds stakes in various companies and saw changes in shar...

Himanshu Kohli, Co-founder of Client Associates, discusses identifying themes early for investors and the fund philosophy emphasizing value in business with strong fundamentals and execution. He mentions raising Rs 300 crore in AUM.

Rajat Sharma, Founder & CEO of Sana Securities, discusses the market valuations, particularly on the Nifty, currently at 21.9. He believes India is a bright spot even in a potential market correction or crash. Sharma says that post election results,...

What is the news flow regarding the agrochemical sector today? Probably the following: China is dumping, there is over capacity in many segments, over inventory issues are plaguing the industry globally, erratic weather conditions in different parts...

Apple supplier, Foxlink of Taiwan, is setting up a new factory in Oragadam, close to Chennai. This move comes as part of a fresh expansion plan following a destructive fire at their facility in Tirupati, Andhra Pradesh, last year.

Hitesh Zaveri, SVP & Head at Axis AMC, discusses the investment philosophy, stock selection process, market outlook, and sustainable growth in small cap categories. While ehe Brand Equity Portfolio holdings comprise of companies that have (i) establ...

The concerns are weighing on Nexus as India's first publicly listed retail Real Estate Investment Trust (REIT) is looking to invest Rs 1,000 crore in acquiring three malls in Hyderabad to grow the total portfolio to 20 malls and 11 million sq ft.

Saurabh Mukherjea maintains faith in HDFC Bank, Kotak Mahindra Bank, and Bajaj Finance despite challenges. Mukherjea says: "In HDFC Bank's case, the regulator suggested remedial measures, HDFC Bank implemented the remedial measures, and profit growt...