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Which pockets will see profits decelerate, remain flattish, or go up in Q1? Pankaj Tibrewal answers
Stock market analyst discusses the outlook on defence stocks and suggests focusing on durables, value retailers, and staple companies for potential growth in consumption over the next 12-18 months. Pankaj Tibrewal says over longer periods, the basics of investing will help navigate any challenges in the market. In the long term, he is positive but will wait for better entry points, and from a bottom-up perspective many of the stocks are in the frothy expensive zone.
It’s a raging bull market; navigate the next 12-18 months with caution: Pankaj Tibrewal
Pankaj Tibrewal from IKIGAI Asset Manager emphasizes the importance of risk management in the current market scenario due to slowing earnings growth. The firm is eyeing opportunities in sectors like auto ancillaries, pharma, and consumer goods for potential growth. Tibrewal also says that there are still pockets that offer reasonable valuations and probably visibility of earnings growth in FY25 and FY26.
Pankaj Tibrewal of IKIGAI Asset Manager discusses market trends, emphasizing trust, performance, and purpose. He advises on investment opportunities in pharma, chemicals, and private banks while cautioning against risky stocks and advocating selective stock picking. He also says: "We believe that the recent correction is very small compared to the larger returns in the past one year."
Decoding Paytm’s compliance lapses; Temasek exits Policybazaar
The leadership of fintech firm Patym on Thursday acknowledged that it may have fallen short on compliance issues, triggering punitive action by the central bank. Neither the central bank nor Paytm founder Vijay Shekhar Sharma disclosed the exact reason for which the bank faced such stringent penal action. This and more in today's ETtech Morning Dispatch.
One year after FTX imploded, here's how crypto is changing
"The first weeks were incredibly brutal. I didn't sleep much at all. Feelings of terror, guilt and shame. We laid off most of the team," Kling wrote.
Who's rooting hardest for a Sam Bankman-Fried conviction?
Eleven months after FTX's implosion sent an already declining cryptocurrency market into a doom spiral, Bankman-Fried's trial is set to reopen wounds that have barely had time to heal in the crypto industry.
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India's clean energy shift holds $25 bn potential, reports Avendus Capital study
India's energy transition landscape provides a $25-billion, or about Rs 2 lakh-crore, annual investment opportunity for investors, led by green hydrogen, energy storage, electric vehicle charging, carbon capture and utilisation, and energy efficiency, a study by Avendus Capital has said.
Dons of Dalal Street: How this chemical engineer found his way to lead one of India’s top mutual fund houses
"In money management, being independent is very important. Having an independent thought process is very important because most often we invest like a crowd or like a herd and herds in the long term do not make money. Retaining independence is important, independence comes from asking the right questions and this particular experience sometime in the year 2000 or 2001 was a very important starting point for me in the journey of asking the right questions about anything and everything."
Indian VCs bet big on Web3; crypto crimes to be non-bailable, says report
Despite the uncertainty around crypto – and thus blockchain technology – in India, Web3 firms are attracting attention – and big cheques – from the country’s venture capitalists.
Try these thought experiments to test your financial fitness
Mutual fund data shows a higher allocation happens in funds that have the best last one-year performance. What do you think these investors are doing? Chasing recent outcomes or process?
Crypto conundrum: Digital Currency future seems vague in India
While the world is basking in the glory of cryptocurrency, its future in India seems vague. Considering the gamut of opportunities it can bring around, many are looking at the positive impact it can have on the Indian economy.
Investors worried as India mulls banning Bitcoin
Following the government’s announcement that it plans to ban private cryptocurrencies, the family office has approached a leading foreign exchange lawyer to check if any laws have been violated.
Panel’s cryptic stance foxes crypto investors
Investors face the unsavoury prospect of seeing their crypto wealth erode to zero.
Facebook may abort Libra launch in India
Social network has not filed application with RBI, which does not allow banking network to be used for cryptocurrency transactions'
Facebook set to bet high on Libra crypto
The American company has floated an independent subsidiary Calibra for its bitcoin business.
Move to ban cryptocurrency has Indian blockchain firms worried
The yet-to-be-released report also highlights illegal transactions and tax evasions among problems.
Bitcoin adds market share as crypto winter turns glorious summer
Bitcoin rallied 51 per cent since the beginning of May; Ether, rose 29 per cent.
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