VAIBHAV SANGHAVI
AIF & PMS Conclave 2.0: Beyond buy-and-hold: Unveiling long & short term investment insights
Successful investing involves not only selecting the right stocks but also comprehending long-term market dynamics. Long-Short Funds capitalize on both upward and downward stock movements through long and short positions, providing a hedge against volatility and safeguarding portfolios in the long run.
ASK Hedge Solutions launches Absolute Return Fund
ASK Absolute Return Fund is an open-ended Category III Alternative Investment fund, looking to raise Rs 3,000 crore, with approximately Rs 1,000 crore in the next 6 months.
Blackstone-backed ASK expands AIF suite with risk-adjusted return funds
“We understand that compounding our investors’ portfolio returns in the long term involves capitalizing on diverse investment opportunities, including hedging against market risks. In India, the opportunity for alternates is untapped and has immense potential for growth, with the total market size poised to grow beyond $50 billion,” Sunil Rohokale, Managing Director & CEO, ASK Group, said.
Vaibhav Sanghavi on 3 sectors that are starting to show a lot value now
“Banking is a sector where we are bullish. In addition to that, industrials are something we like and among consumer discretionary stocks, we are bullish on auto. Now the reason is basically we are seeing commodity prices correcting and that is the benefit the automakers will start to enjoy in a quarter or two down the line. All in all, these are the three sectors which we like.”
Vaibhav Sanghavi on how Avendus Market Neutral Fund uses quant strategies to mitigate ‘market risk’
Avendus Market Neutral Fund is an AIF and hence it largely caters to HNIs, UHNIs, Family Offices, Trusts, Corporate Treasuries etc. who are looking to diversify their portfolio and earn risk-adjusted returns over a period of 18+ months. In the new order of highly volatile global markets and performance of asset classes, investors will find Market Neutral Strategy, as a low correlation tool to achieve their overall objective.
Avendus Alternate Strategies launches first quant-based fund
The company informed that quant strategies follow a data-driven approach to picking stocks, using pre-defined parameters across various factors including momentum, mean reversion, etc. to diminish the role of human bias. Though quant funds are at a nascent stage in India, they own more than 35% of market capitalization in the US1 and are being seen as the next frontier for wealth creation.
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This hedge fund manager tells you how to generate alpha in volatile times
These strategies are at a nascent stage in India but they are getting investors’ attention, says Mumbai-based Vaibhav Sanghavi, who was among the first few fund managers to venture into hedge funds.
ETMarkets Smart Talk: Deploy cash gradually as longer-term story for India is attractive: Vaibhav Sanghavi
"While the correction in our markets has set in, it's still much better than the global peers. We would be one of the fastest and the most consistent growing economies backed by incomparable demographics and robust democracy. From a longer-term perspective, we have a great opportunity available to invest. The shorter-term albeit would be impacted by many fast-moving variables making it difficult to predict."
What would be the biggest risk for next 1 year? Vaibhav Sanghavi answers
“If the inflation remains pretty elevated across the globe, one may see faster actions being taken from the central bankers.”
ITC is making a comeback again; should you go for it?
“As inflation turns sticky, there is risk of early taper and rate hike from global side,” says Vaibhav Sanghavi.
What should you short in this market? Avendus’ Vaibhav Sanghavi answers
“Pockets in industrials, materials, and banking and finance can perform much better than pharma or consumer staples going forward.”
Three reasons why FPIs are so excited about Indian market
Street surprised by the kind of earning upgrades in the IT and pharma sectors.
Why Vaibhav Sanghavi is extremely bearish on the market
Before the market consolidates and moves up further, we will need to have a healthy correction. That is where we think the market is probably headed in the extremely short term.
Fledgling Indian hedge funds see growth setback on higher taxes
Hedge funds are meant to protect the value of investments during market swings.
Strategic sales should see lot of global interest, need more of them: Vaibhav Sanghavi
The FPI flow Indian market is seeing now is largely passive flow, which is a default investment from emerging markets allocation. But active overseas investors do not look too excited about India, says the co-CEO of Avendus Capital.
ETMGS: Go local to realise $5 trillion economy, say D-Street experts
The day we realise ‘Be Indian, Buy Indian', most problems will be solved, says Nilesh Shah.
Why Vaibhav Sanghavi is ready to bet on small finance banks
Avendus Capital Co-CEO is betting on financials, consumer and industrials in the longer term.
Vaibhav Sanghavi on why he is avoiding midcaps now
Shorter-term events can keep the market volatile, says the Avendus Capital Co-CEO.
As interest rates come down, auto demand may revive: Vaibhav Sanghavi, Avendus Capital Alternate
The overall earnings numbers in the second half would be very constructive, says Sanghavi.
Expect a cool-off in markets from present level: Vaibhav Sanghavi, Avendus Capital Alternate
“A buy on dips is a good strategy to go with in the markets from these levels.”
The earning season is going to be hugely uncertain: Vaibhav Sanghavi, Avendus Cap
We would be buyers in the small finance banks space, if they are managed well and retain a good track record: Vaibhav Sanghavi
Market likely to consolidate at 9600-9700 level: Vaibhav Sanghavi, Avendus Capital
Be very selective on pharma and better wait and watch the IT sector
Bullish on HFCs, will take a call on NBFCs after elections: Vaibhav Sanghavi, Avendus Capital
Given the focus of the government on the affordable housing and various incentives in the housing sector, this is a segment which one should not miss out on.
Other than Brexit, not worried about IT: Vaibhav Sanghavi, MD, Ambit Investment Advisors
If GST does not happen, then after a knee-jerk reaction, if the liquidity is pretty strong in the global markets, then at a marginal correction or some amount of correction, you will find support
We continue to like the whole domestic driven theme: Vaibhav Sanghavi, Ambit Investment Advisers
In PSU banks, the pain will continue for at least some period of time
Commodity prices, EM flows to be key monitorables in 2016: Vaibhav Sanghavi
Sanghavi expects to see good momentum in 2016; the expert says he is betting on stocks of two-wheeler, industrial and financial sectors.
Q1 earnings, monsoon, Parliament session weighing on markets: Vaibhav Sanghavi, Ambit Capital
A lot numbers are yet to come; it is always said that the second half of the earnings season is generally bad, says Sanghavi.
We see Nifty going to about 11,000 in 16-18 months. Vaibhav Sanghvi, Ambit Investment Advisors
Companies are ready to grab the opportunity once the economy picks up. They have reduced debt, cleaned up balance sheets, Sanghvi said.
Modi 365: Top ten stocks on Nifty which have risen over 50% in past 1 year
Pharma, auto, banks have been able to outperform markets. Experts feel the next big trigger will be the RBI policy meet, scheduled for June 2.
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