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Fund Manager Talk | Every market offers opportunities to find stocks at reasonable valuations: Alekh Yadav

Mumbai, Jul 31, 2024

While arguing that one can find stocks at reasonable valuations in every market, Alekh Yadav, Head of Investment Products, Sanctum Wealth, says private banks, select consumption-oriented companies, and rural economy-focused stocks may be available at reasonable valuations. However, given the overall extended market valuations, finding stocks priced reasonably is somewhat more challenging at present, he…

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Expanding Investment Universe: Opportunities and challenges for high net-worth individuals: Shiv Gupta

Mumbai, Jul 2, 2024

For high-net-worth individuals, the burgeoning investment universe offers many attractive opportunities, albeit with a need for care in navigating unfamiliar territory. There has never been a more exciting time for Indian investors. A fast-growing and structurally-transforming economy, combined with rapid financialisation, is reshaping the investment landscape. From wider options within existing asset classes to innovative…

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How to play MF portfolio in Modi 3.0? Prefer largecap funds over mid & smallcap: Alekh Yadav

Mumbai, Jun 11, 2024

“We are constructive on Indian equities from a five-year perspective. Currently, we think large-cap funds offer a better risk-to-reward ratio over mid and small cap in the medium term (9-12 months atleast),” says Alekh Yadav, Head of Investment Products, SanctumWealth. In an interview with ETMarkets, Yadav said: “We suggest taking the bulk of large-cap exposure…

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Expect manufacturing, infra boost in budget 2024: Alekh Yadav of Sanctum Wealth

, Jun 4, 2024

Alekh Yadav, Head of Investment Products at Sanctum Wealth, believes that the forthcoming Vote on Account – Interim Budget 2024 won’t be eventful. Nonetheless, it is anticipated that India would continue to place a strong focus on capital expenditure, or capex. Although Yadav stated that the government will adhere to its its fiscal consolidation glide…

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