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Tag: sectoral

earnings growth: Sectoral churn here to stay, focus on consumer-centric themes: Hari Shyamsunder
Posted in Business

earnings growth: Sectoral churn here to stay, focus on consumer-centric themes: Hari Shyamsunder

Estimated read time 9 min read
Posted on July 16, 2025
by Joelgalvan

“We have seen a fair bit of shaving on the Nifty 50 earnings and so, the earnings expectations going into…

Learn More Leave a Comment on earnings growth: Sectoral churn here to stay, focus on consumer-centric themes: Hari Shyamsunder
Sudip Bandyopadhyay’s 3 sectoral picks in choppy markets
Posted in Business

Sudip Bandyopadhyay’s 3 sectoral picks in choppy markets

Estimated read time 5 min read
Posted on July 12, 2025
by Joelgalvan

“This is a global issue, and India is no exception. Additionally, Indian markets are dealing with corporate results that do…

Learn More Leave a Comment on Sudip Bandyopadhyay’s 3 sectoral picks in choppy markets
Sectoral and Thematic Funds: Why are investors shying away from sectoral and thematic mutual funds in 2025?
Posted in Business

Sectoral and Thematic Funds: Why are investors shying away from sectoral and thematic mutual funds in 2025?

Estimated read time 2 min read
Posted on June 26, 2025
by Joelgalvan

Mumbai: Equity mutual fund schemes that bet on sector and focused themes – the hot picks of 2024 – are…

Learn More Leave a Comment on Sectoral and Thematic Funds: Why are investors shying away from sectoral and thematic mutual funds in 2025?
GTL Infrastructure shares rally 42% in 2 days amid sectoral momentum
Posted in Business

GTL Infrastructure shares rally 42% in 2 days amid sectoral momentum

Estimated read time 3 min read
Posted on June 12, 2025
by Joelgalvan

Shares of GTL Infrastructure surged 42% over the past two trading sessions, climbing as much as 18.7% on Thursday to…

Learn More Leave a Comment on GTL Infrastructure shares rally 42% in 2 days amid sectoral momentum
stock picks: Sectoral rotation to drive Nifty’s uptrend: Rohit Srivastava
Posted in Business

stock picks: Sectoral rotation to drive Nifty’s uptrend: Rohit Srivastava

Estimated read time 7 min read
Posted on April 23, 2025
by Joelgalvan

“What we are looking at is it moving higher towards around 56,577, so that is slightly what we call an…

Learn More Leave a Comment on stock picks: Sectoral rotation to drive Nifty’s uptrend: Rohit Srivastava
markets: Private banks lead India’s sectoral narrative for global investors: Herald Van Der Linde
Posted in Business

markets: Private banks lead India’s sectoral narrative for global investors: Herald Van Der Linde

Estimated read time 6 min read
Posted on April 23, 2025
by Joelgalvan

“China, to a certain extent India was a bit of an outlier actually, but China and some of the other…

Learn More Leave a Comment on markets: Private banks lead India’s sectoral narrative for global investors: Herald Van Der Linde
Inflows in sectoral and thematic mutual funds decline by 97% in March. Panic or profit-booking?
Posted in Business

Inflows in sectoral and thematic mutual funds decline by 97% in March. Panic or profit-booking?

Estimated read time 5 min read
Posted on April 14, 2025
by Joelgalvan

With sectoral and thematic mutual funds witnessing a decline of 97% in the inflows in March, an expert is of…

Learn More Leave a Comment on Inflows in sectoral and thematic mutual funds decline by 97% in March. Panic or profit-booking?
HDFC Bank and Shriram Finance poised to ride sectoral tailwinds; Motilal Oswal sees 12-18% upside scope
Posted in Business

HDFC Bank and Shriram Finance poised to ride sectoral tailwinds; Motilal Oswal sees 12-18% upside scope

Estimated read time 3 min read
Posted on April 6, 2025
by Joelgalvan

The Indian financial sector maintained steady performance in Q4 FY25 despite mixed market conditions. Systemic credit growth moderated to 11.1%…

Learn More Leave a Comment on HDFC Bank and Shriram Finance poised to ride sectoral tailwinds; Motilal Oswal sees 12-18% upside scope
Gautam Trivedi on valuations, sectoral bets and India’s growth themes
Posted in Business

Gautam Trivedi on valuations, sectoral bets and India’s growth themes

Estimated read time 6 min read
Posted on March 20, 2025
by Joelgalvan

“I am kind of glad that the correction happened. It was a little violent compared to what the market would…

Learn More Leave a Comment on Gautam Trivedi on valuations, sectoral bets and India’s growth themes
Fund Manager Talk | Indian IT to outpace global growth; SaaS, startups driving sectoral shift: Balakumar B
Posted in Business

Fund Manager Talk | Indian IT to outpace global growth; SaaS, startups driving sectoral shift: Balakumar B

Estimated read time 4 min read
Posted on March 16, 2025
by Joelgalvan

Technology spending has increasingly become a necessity rather than a discretionary expense, with Indian IT companies historically outpacing global growth…

Learn More Leave a Comment on Fund Manager Talk | Indian IT to outpace global growth; SaaS, startups driving sectoral shift: Balakumar B

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