SANKARAN NAREN INVESTMENT STRATEGY
Quote of the day by Warren Buffett: “You should never test the depth of the water with both feet.”
In turbulent markets, Warren Buffett's advice to "never test the depth of the water with both feet" emphasizes cautious, gradual investment. This strategy involves phased entries, diversification, and thorough analysis to mitigate risks, prioritizing capital preservation and informed decision-making over impulsive actions amidst global uncertainties.
How to earn money while you sleep? CA Nitin Kaushik explains the wealth building formula most people miss
A post by Nitin Kaushik highlights a common issue in Indian households: a large portion of wealth is tied up in real estate and gold, leaving very little liquidity. He points out that while people own valuable assets, these often generate low returns and cannot be easily accessed in times of need. The key takeaway from his post is the need to shift towards assets that offer both growth and income, rather than relying heavily on those that simply sit idle and depend on price appreciation.
Where to invest now: Chemicals, capital goods, and banking top the list, says Aditya Shah
Aditya Shah, Hercules Advisors Founder, suggests investing in India's domestic growth. His top picks are chemicals, capital goods, and banking. He advises caution on FMCG and defence sectors due to high valuations. Shah emphasizes selectivity and prioritizing companies with corrected prices. Investors should focus on domestic-facing businesses for potential gains.
Rajesh Palviya sees Nifty rally extending this week on strong bullish momentum
Indian equity markets concluded last week with a third consecutive gain, driven by improving sentiment and sustained buying. Market expert Rajesh Palviya noted a strong bullish Marubozu candle on the weekly chart, indicating robust buying action. He advised a 'buy on decline' strategy as Nifty holds above 24,100, with potential rallies towards 24,600–24,700 if it breaks 24,400.
Investors pile into US stocks as 'TINA' revival knocks 'TIARA' trades
A U.S.-Iran ceasefire has revived "TINA" trades, boosting U.S. equities to record highs as investors favor the world's largest economy. Despite previous outflows, global investors have poured billions into U.S. stocks, driven by peace hopes, strong earnings growth, and relative insulation from energy shocks. The S&P 500 now surpasses pre-war levels, signaling a robust U.S. economic outlook.
BSE vs IEX vs MCX: Which exchange's shares should you buy now?
Amidst a market rebound, shares of BSE, MCX, and IEX have surged. Analysts favor MCX and BSE for their strong operating momentum and growth potential in India's deepening capital market participation. While IEX is a quality business, its growth is seen as more measured due to regulatory overhang.
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Germany's Friedrich Merz says industrial AI needs less stringent EU regulation
Germany's Chancellor Friedrich Merz wants less regulation for industrial artificial intelligence in the European Union. He believes this will increase productivity and efficiency. Germany has been eager to catch up with dominant AI players the United States and China in a global race to master a transformational technology and attract high-income jobs.
NSE factor indices 2026: Value strategy outperforms in market slump, 10-year data highlights need for diversification across factors
The annual returns are ranked for 6 key NSE factor indices, with a broad-based index, Nifty 500, thrown in for comparison. This map shows that no single-factor strategy consistently outperforms, making a strong case for diversification. By Sameer Bhardwaj.
Started investing in your 40s-50s? Compensate for lost years with higher savings and disciplined investing
The good thing is that you would be earning well in your 40s and 50s. Combine this with the fact that many of your other goals would have been by now largely (if not fully) managed. So you can invest more as the surplus is there.
Renault plans dual-platform strategy, targets 7 models and EV push in India by 2030
Renault is launching a new strategy in India. The company will use two platforms to offer vehicles. One platform targets cars under ten lakh rupees. The other will support larger vehicles and electrification. Renault plans to have seven models by 2030. This includes new SUVs and electric vehicles. India will also be a hub for software development.
Akshaya Tritiya 2026: Gold vs silver vs gold stocks. Where should investors put their money this year?
Silver has significantly outperformed gold since last Akshaya Tritiya, delivering a remarkable 160% return compared to gold's nearly 58.7%. While gold remains a stable store of value, silver's demand from key industries fuels its rise, though with higher volatility. Gold jewellery stocks have also seen substantial gains, with domestic sales surging.
Suits & Sayings: Staying Out
ET’s roundup of the wackiest whispers in corporate corridors.
Want regular income from mutual funds? Here is why SWP offers more control than dividend
Generating a steady income from investments is a common goal for many investors, especially those looking to balance growth with regular cash flow.
ETMarkets PMS Talk| No emotional bias, quant model drove 20% FY26 performance: Rohan Mehta
The Growth Mantra PMS Fund delivered strong returns of around 20% in FY26. Its success stems from a disciplined, data-driven investment strategy. This quant-led framework removes emotional bias, focusing on identifying high-performing stocks through price momentum, earnings strength, and sectoral outperformance. The fund systematically exits underperformers, adapting to market changes and identifying emerging leaders.
Sequoia’s new leaders raise about $7 billion for firm’s biggest bets
Sequoia Capital, a major venture capital firm, has secured about $7 billion for a new fund, according to a report by Bloomberg. This significant capital will fuel expansion into artificial intelligence startups like OpenAI and Anthropic. The fund also targets late-stage investments in the US and Europe.
ETMarkets AIF Talk| 3M framework helps us identify sustainable compounders: Rajesh Kothari
Amid market volatility, Rajesh Kothari advocates a disciplined stock-picking approach using his 3M framework—Market Size, Market Share, and Margin of Safety—to identify high-quality companies with strong long-term compounding potential.
Wealth Quote of the day by Warren Buffett: 'An idiot with a plan can beat a genius without a plan' - Billionaire investor's million-dollar advice on investing
Billionaire investor Warren Buffett, the 'Oracle of Omaha', built his fortune through disciplined value investing, buying strong companies at fair prices and holding them long-term. Despite immense wealth, he lives modestly and emphasizes smart decision-making and patience. Buffett is also a major philanthropist, pledging most of his wealth to charitable causes.
Thinking of buying silver bars? Key things you must know before you invest
Silver investment tips: Investing in silver bars offers an accessible entry into physical assets, with size, production method, and brand influencing cost and ease of sale. Larger bars are cheaper per ounce but harder to sell, while smaller ones are more liquid. Choosing LBMA-approved refiners and considering packaging are crucial for trust and resale value.
Vikas Khemani bets big on IndiGo, BHEL, and PSU banks amid market volatility
Vikas Khemani of Carnelian Asset Management outlines his investment strategy amid market volatility. He favors mid and large-cap stocks, with selective contra plays like IndiGo. Khemani prefers conventional power enablers over renewables and emphasizes company selection in banking. He maintains his market cap mix and avoids fads and unproven businesses. His approach centers on conviction, quality, and patience.
Who was Mark Mobius and why was the $40 billion India bull famous as ‘Indiana Jones of emerging markets’
Mark Mobius, a renowned investor, passed away at 89. He was a global champion for emerging markets, especially India. Mobius saw opportunity where others saw risk. He traveled extensively, visiting factories and meeting business leaders. His conviction helped attract billions to markets previously considered too volatile. Mobius believed in understanding markets through their people.
War or no war: 5 ways to profit in a volatile stock market driven by geopolitics
Markets have been driven more by geopolitical headlines than fundamentals in recent weeks, with sharp swings triggered by developments around the Iran conflict. Despite a partial recovery, indices remain below earlier levels and elevated oil prices continue to pose risks. In this volatile environment, experts stress that disciplined investing matters more than trying to predict market moves.
The Wealth Company MF unveils SIF brand, launches two funds with differentiated strategies
The Wealth Company Mutual Fund, part of the Pantomath Group, has launched its SIF brand ‘WSIF’ along with two new funds featuring differentiated long-short strategies. The new fund offerings aim to combine equity investing with tactical hedging approaches, marking the fund house’s entry into the emerging Specialised Investment Funds category.
SIPs one of the most effective ways to ride out uncertainty: DSP’s Aditi Kothari Desai
Aditi Kothari Desai of DSP Asset Managers is the guiding light for investors grappling with market turbulence. Emphasizing the trio of discipline, consistency, and patience, she warns against knee-jerk reactions to headlines, particularly amid geopolitical unrest. For her, Systematic Investment Plans are essential lifelines in these unpredictable times.
Should you worry while investing in mutual fund with highest AUM? Expert suggests SIP tweak and strategy
High AUM mutual funds aren’t always a concern, but experts recommend tweaking SIP strategies and diversification to manage risks and optimise returns.
360 ONE Asset secures Rs 2,000 crore in commitments for its PIPE strategy
360 ONE Asset attracted strong investor confidence by raising ₹2,000 crore for its PIPE strategy, reinforcing demand for structured private equity deals.
Inside the investment strategy of the government’s new Fund of Funds
The government has launched Fund of Funds 2.0 with a Rs 10,000 crore corpus. This new scheme aims to boost startup investments by supporting SEBI-registered alternative investment funds. It focuses on deeptech, micro VCs, manufacturing, and sector-agnostic funds. The initiative will deploy capital over upcoming Finance Commission cycles. SIDBI will lead implementation.
Quote of the day by Carl Icahn: "In takeovers, the metaphor is war. The secret is reserves. You must have reserves stretched way out ahead."
Carl Icahn's "war chest" analogy highlights that sustained success in investing, particularly in takeovers, hinges on having ample "reserves." This principle extends to broader market investing, where liquidity and psychological resilience are crucial for navigating volatility and capitalizing on opportunities. Endurance, not just initial boldness, determines long-term victory.
Good time to start SIPs: ICICI Prudential AMC's Sankaran Naren explains why markets are more attractive now
Sankaran Naren explains why markets are more attractive but unlikely to deliver outsized returns and shares his macro-driven approach with Sanket Dhanorkar.
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