IT stocks are in favour for the same reason that consumer staples seem to be out of favour
Growth predictability arising out of adoption of digital technology has pushed up valuation of software companies
Shruti Venkatesh - September 05, 2020
How global markets reacted during recent pandemics
A Covid-induced recession globally and a faltering economy back home could well mean that a secular revival in equities is out of question
Shruti Venkatesh - March 24, 2020
Blame It On Corona
As markets across the world falter, India's expensive valuation and faltering growth find a convenient scapegoat
V Keshavdev - March 13, 2020
Woes and Worries
Mutual fund managers have plenty of concerns and fresh bad loans are right on top
Prathamesh Mulye - September 10, 2019
Have technology stocks run-up too far too fast?
While the NSE IT Index has gone up 20% in the past six months, earnings of IT firms have remained subdued
August 29, 2018
Tracking the stars
Vinay Paharia puts the diverse and varied lessons from each of his previous associations to good use at the schemes he manages
V Keshavdev - February 29, 2016
