investment strategy: Still bullish on India; consumption remains cornerstone for India story: Jonathan Schiessl

investment strategy: Still bullish on India; consumption remains cornerstone for India story: Jonathan Schiessl

“I think broadly speaking, the market does offer a lot from a consumption perspective. So, multiple sectors and it is a very exciting space and has been for some time,” says Jonathan Schiessl, Westminster Asset Management.Wanted your take regarding consumption as a basket? Now, overall demographics of India are quite strong right now and rural … Read more

investment themes: Paints stocks are a trading bet; be very stock-specific in pharma: Chakri Lokapriya

investment themes: Paints stocks are a trading bet; be very stock-specific in pharma: Chakri Lokapriya

Chakri Lokapriya, Managing Partner, RSB LLP, says paint stocks at best are a trade because they have corrected very significantly because there is a lot of competition. Two to three years ago, there were only Asian Paints, Berger Paints, and a couple of others. Today, a lot of big companies have come in and they … Read more

Asset Allocation: ETMarkets Smart Talk: Have Rs 10 lakh to invest in FY25? Cyclicals, commodities & capex themes are looking promising: Somnath Mukherjee

Asset Allocation: ETMarkets Smart Talk: Have Rs 10 lakh to invest in FY25? Cyclicals, commodities & capex themes are looking promising: Somnath Mukherjee

“Cyclicals, commodities, capex are the most promising segments in the market,” says Somnath Mukherjee, CIO & Senior Managing Partner – Product & Research, ASK Private Wealth. In an interview with ETMarkets, Mukherjee said: “India’s a structural growth story, so expect FII flows to remain quite good. The real breakout will be the start of US … Read more

small-cap stocks: 1 in every 5 stocks in Nifty 500 doubled your money in a year

small-cap stocks: 1 in every 5 stocks in Nifty 500 doubled your money in a year

India’s stock market concluded the financial year 2023-24 on a buoyant note, with the Nifty jumping nearly 28.6%, making it one of the top-performing markets in the world. Agencies The index’s performance is also its second-best in the previous 10 years. Mid- and small-cap stocks were the top performers in the April-March period, while the … Read more