Tag: creation

Markets & Mandate: How would you prepare your portfolio for Modi 3.0?

 stock analyst  04/24/2024  0 Comments on Markets & Mandate: How would you prepare your portfolio for Modi 3.0?

Nilesh Shah discusses India\’s economic trajectory, comparing it to the US and China. Shah says: \”The template should be what the United States has done over 50 or 100 years rather than what China has done over the last 10 or 20 years.\” He highlights the importance of consumer, digital, and physical economy sectors for the next 5 to 10 years, emphasizing India\’s positive market outlook post-COVID.

ETMarkets PMS Talk: How this Rs 200 cr fund manager turns Rs 1 cr to nearly 2 cr in FY24 and nearly Rs 6 cr in 4 years

 stock analyst  04/22/2024  0 Comments on ETMarkets PMS Talk: How this Rs 200 cr fund manager turns Rs 1 cr to nearly 2 cr in FY24 and nearly Rs 6 cr in 4 years

Pawan Bharaddia\’s Equitree fund focuses on high-growth businesses with strong moats. Despite the market corrections, the fund consistently outperformed, delivering 55.33% TWRR. Expecting a bullish market in FY25 with sector rotations and wealth creation through stock picking. Baraddia says \”we believe that FY25 will be a year of ground-up stock picking for wealth creation and not a broad-based rally in the markets.\”