investment themes

“There are no two thoughts about it. Everybody is agreeing how equity investors are going to make it. So one has to believe in equities and it is a proven thing to make long-term…
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"IT services, manufacturing and auto ancillaries are the three themes that we are adding in portfolios. These which can really show robust earnings growth in coming years and possibly…
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NEW DELHI: Even as billions of dollars are being poured into stocks of companies that rank higher on environmental, social and governance (ESG) parameters, valuation guru Aswath…
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