"I stick with the Nifty as I feel governance is still a big issue in India"
Alternative Investment Fund True Beacon's CIO on why he does not invest in mid-caps and his investing approach
N Mahalakshmi - February 18, 2021
Selling at the top
Bajaj Finance MD Rajeev Jain offloads stock worth ₹1.3 billion
Jasmin Nihalani - February 16, 2021
“I do not take the market’s view as gospel truth, but I also do not assume it is foolish or stupid”
ASK Group’s Bharat Shah on why the market is his guidepost when it comes to deciphering tangible price and intangible value
N Mahalakshmi - October 17, 2020
The most expensive NBFC trusts the pandemic to separate the wheat from the chaff
Bajaj Finance has come through various crises unscathed, and the market retains its faith in it, despite some reservations
N Mahalakshmi - October 10, 2020
Investors, Sanjiv Bajaj aur COVID-19. Can their love last?
Bajaj Finance has been an investor favourite but can they put the COVID stress behind and live happily ever after
V Keshavdev - October 08, 2020
Premium Buyer
UTI Mutual Fund’s Ajay Tyagi believes in paying high for quality stocks and waiting long
Prathamesh Mulye - March 06, 2020
Value Skeptic
DSP Mutual Fund’s Atul Bhole does not shy away from expensive valuation because the best don’t come cheap
Shruti Venkatesh - February 24, 2020
The Outperformers
Here is a list of high performance companies. They have been ranked based on their stock’s excess return over the Sensex for a five-year period, with accompanying data for sales growth, earnings and return efficiency. The cut-off for companies is a listing history of five years and market cap of over Rs 50 billion on March 29, 2019
August 08, 2019
Macro player
Jayesh Gandhi prefers to bet big on sectors rather than stocks
Jash Kriplani - January 25, 2018
As good as it gets
Mid-cap stocks are likely to continue their winning streak but the risk-reward in some sectors are no longer favourable
Khushboo Balani - January 08, 2018
