small-cap: The small-cap landscape, while being challenging, looks somewhat better: Chirag Setalvad

Chirag Setalvad, head (equities) at HDFC Asset Management, in an interview with Prashant Mahesh, spoke about Indian equity valuations, investment opportunities, and risks among other issues. Edited excerpts: India’s stock market valuations are considered rich after the near one-way move since Covid. What are your thoughts? Valuations have moved up but they have to be … Read more

investment opportunities: ETMarkets Fund Manager Talk: This fund manager sees investment opportunities in 6 sectors during a rate-cut cycle

As interest rates are expected to trend downwards later this year in India and in global developed economies, there are six sectors which could drive investment opportunities, according to Siddharth Vora, head of investment strategy and fund manager – PMS, Prabhudas Lilladher. Discretionary consumption, infrastructure, energy, healthcare, financial services, and tourism are the sectors identified … Read more