TCG AMC
$5 billion in 5 days! Why FIIs are suddenly shopping Indian stocks non-stop this Diwali
Foreign institutional investors have poured nearly $5 billion into Indian equities in five trading sessions, marking a sharp reversal after months of heavy selling. Strong Q2 earnings, softer crude prices, stable currency and the global AI sell-off are improving India's appeal, with investors rotating towards relatively undervalued markets and large-cap stocks.
Largecaps could finally have their day in Samvat 2083, says TCG AMC’s Shahzad Madon
Largecaps, which have lagged mid- and smallcaps for much of 2026, could finally regain market leadership in Samvat 2083 as investors turn to businesses with stronger balance sheets, credible management and sustainable earnings growth, according to TCG AMC’s Shahzad Madon.
Rs 10 lakh to invest this Diwali? Why experts favour largecaps and debt for a 5-year horizon
As investors gear up for Diwali, allocating ₹10 lakh thoughtfully is pivotal. Experts highlight large caps and debt instruments as primary focuses, while midcaps and smallcaps demand meticulous evaluation due to their inflated valuations. Gold serves as a protective asset, and involvement in international equities should be limited. Crafting a diversified portfolio built on robust fundamentals is essential for long-term success.
Bloodbath in Nasdaq, Kospi and Nikkei but why Nifty is an oasis of peace amid global rout
A global AI-led tech selloff has battered US and Asian markets, wiping out $3 trillion from S&P 500 companies. However, Indian equities are showing relative resilience as investors rotate away from crowded AI trades. Market experts believe India's lower exposure to the AI boom, attractive large-cap valuations and renewed foreign inflows could help it weather the global rout.
ET Wealth Expo 2026: From building wealth to financial freedom, two days of insights for today’s investors
Mark your calendars for the ET Wealth Expo 2026, happening on October 30 and 31 at Mumbai's NESCO Convention Centre. This event promises to bring together top professionals for insightful discussions on investment strategies and wealth management. Attendees can expect sessions covering crucial topics such as intergenerational wealth transfer and global investment opportunities, alongside keynote speeches aimed at addressing future challenges in wealth management.
India's capex boom is different this time and not dependent on one sector: TCG AMC
India's capital expenditure boom shows broad resilience across defense and energy sectors. Growth is sustained by multiple structural drivers, not just one trend. Earnings growth is expected to lead future investment returns significantly. The power transmission and distribution theme offers long-term potential for growth. Stock selection remains key for favorable risk-reward opportunities today.
Auto stocks offer better valuation comfort than other consumption plays: Shahzad Madon
Over the past year, markets have moved sideways, on account of moderating earnings growth, stretched valuations, global geopolitical headwinds, and relative attractiveness of other markets.
Best and worst performing PMS funds of 2022
Mukherjea-run Marcellus Investment Managers' two other funds - smallcap Little Champs and multi-cap Consistent Compounder funds - lost 10.55% and 8.8%, respectively, shows data pulled from PMSBazaar.
What should one sell in a falling market? Chakri Lokapriya answers
“Wherever companies have missed numbers and where the multiples are high are the ones where we have been cutting down positions. However, It is not just high multiples in isolation but cases where the earnings are not keeping up.”
Is it time to invest in banks again?
“The valuations are very attractive and therefore it is time to start looking at them but they are probably some time away before they can really do well,” says Chakri Lokapriya
Pharma will continue to outperform the broader market: TCG AMC
Under-ownership, attractive valuations, strong outlook make pharma stocks a good buy, says CIO & MD Chakri Lokapriya.
75% of funds flown to 10 large stocks: Chakri Lokapriya
98% of the listed universe is trading at discount to what is happening to ultra mega cap stocks.
TCG’s NDA 2.0 fund to focus on sunrise sectors: Chakri Lokapriya
TCG’s Nation Development Agenda (NDA 2.0) have been designed keeping expected NDA-2 policies in mind.
Chakri Lokapriya is betting on two themes for 2019
We continue to be overweight on SBI, Union Bank and all private sector banks, says Lokapriya
2019 will be a year of recovery: Chakri Lokapriya, TCG AMC
Market is telling us that political uncertainty is going to be less of an issue, says Lokapriya.
Largecap or midcap, avoid cos with high debt level: Chakri Lokapriya, TCG AMC
“Even after correction, multiples are still not cheap enough to buy at the current level.”
For wealth creation, look at these 3 sectors: Chakri Lokapriya, TCG AMC
"We see better earnings coming out in the ongoing quarter and management guiding to an improved outlook for subsequent quarters."
The bigger theme is reform and reflation: Chakri Lokapriya, TCG AMC
Within NBFCs, we are still sticking to housing, says Chakri Lokapriya, CIO & MD, TCG AMC.
Bullish on these 3 sectors for trading: Chakri Lokapriya, TCG AMC
Not sure whether we are closer to the lows or not and whether we will see a recovery anytime soon
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