We are seeing greater value and comfort in largecaps: Ashi Anand
Economic Times | Ashi Anand | September 5, 2023
"In the small and midcap space, we have seen very sharp run-ups especially in anything related to capital goods, defence and railways. We are more concerned around mid and smallcaps compared to the largecap space. We are seeing greater value and greater comfort in largecaps. That is broadly the way we are seeing the market."
What to buy in the defence pack now? Ashi Anand answers
Economic Times | Ashi Anand | August 23, 2023
"We need to increase defence spending and also de-risk. Therefore we have seen a lot of traction in the Make in India programme. Now, this is very beneficial for both defence PSUs as well as companies such as Bharat Forge, et cetera, which are starting to build out their defence practices. For Bharat Forge, this is particularly important given that a reasonable part of the businesses are still dependent on internal combustion engine kind of lines of business."
Are new age platform stocks worthy of long-term investments? Ashi Anand answers
Economic Times | Ashi Anand | August 22, 2023
Platform companies have the potential to compound revenues at over 25% in the long term. However, there is a misunderstanding about the profitability of these companies in the listed market space. Anand states that the current expenses are short-term and primarily linked to the current hyper growth phase. As these companies evolve and change consumer behavior, they can reduce costs and introduce monetization strategies
Rajesh Pherwani discusses Top sectors that PMS managers bet for higher returns
Money Control | Rajesh Pherwani | August 21, 2023
Rajesh discussses Valcreate Lifesciences, IME Digital Disruption among top-3 PMS strategies in Healthcare and Consumer services respectively with top holdings.
Rajesh Pherwani on Reliance Life Sciences
Business Today | Rajesh Pherwani | August 1, 2023
Why Reliance Life Sciences could be the next big thing in India's biotechnology space
Markets could remain range-bound over the coming year
Economic Times | Ashi Anand | July 24, 2023
Ashi discusses the market outlook, digital platforms and FII flows
PMS Performance dazzles the Street
Money Control | Ashi Anand | July 17, 2023
Article discusses the strong performance of Digital Disruption.
Why is Temasek-Manipal Health Enterprises deal ‘premium’?
Business Today | Rajesh Pherwani | April 8, 2023
Rajesh Pherwani decodes Temasek's majority stake acquisition in Manipal Health Enterprises at a valuation of Rs 40,000 crore
The pharma sector presents a study in contrast; here’s why
Business Today | Rajesh Pherwani | December 11, 2022
Rajesh Pherwani's outlook for Pharma for the current year
With Covid gone as a money spinner, what are companies like Cipla, Sun Pharma and Dr Reddy’s looking at?
Business Today | Rajesh Pherwani | October 23, 2022
Rajesh Pherwani sharing his views about the potential of pharma CDMO industry