Market Outlook February 2024
“Consolidation ahead; Stagger deployment” Read our detailed Annual Outlook for 2024 with views across Equities, Fixed Income and other asset classes.
Focused Investment Ideas - February 2024
One of the few Small Cap PMS strategy with >10years of track record. Private Equity type approach to stock selection. Fundamental evaluation process with emphasis on earnings visibility, free cash flow generation, low leverage, sustainable ROCE and governance.
Focused Investment Ideas - October 2023
One of the few small cap PMS strategy with >10 years of track record. Private Equity type approach to stock selection. Fundamental evaluation process with emphasis on earnings visibility, free cash flow generation, low leverage, sustainable ROCE and governance.
As we bid farewell to the closing chapter of 2023, it is time to reflect on the economic nuances, investment landscapes, and market oscillations that defined the past year, on both global and domestic scales.
Private credit is fast emerging as a critical element in the debt portfolio for high-networth individuals. If we purely consider the credit investing options in India, the options can broadly be divided into:
In the last 12 months, bond markets have exhibited heightened volatility and delivered subdued returns, as the global and domestic monetary conditions have tightened (through a combination of aggressive rate hikes and withdrawal of easy liquidity).
InCred Wealth September 20, 2022
As an investor, you are focused on one thing maximising your returns, adjusted for risk, over the course of the investment tenure. How do you make this objective a reality? The first thing you should remember is that, while higher risk correlates to higher potential for returns, a healthy portfolio must have an optimal combination of risk and security.
InCredible Insights - Aditya Khemka discusses challenges and Innovations in Indian Healthcare Sector
In this episode we feature the celebrated Fund Manager Aditya Khemka - Fund Manager, InCred Asset Management, provides a comprehensive overview of the nuts and bolts driving change in India's healthcare industry, from technology adoption to policy reforms
Fundament with Mr. Gaurav Mehta- CIO Alternatives - SBI Fund Management (SBIFM)
In this episode we feature the celebrated Fund Manager Mr. Guarav Mehta- CIO Alternatives - SBI Fund Management (SBIFM). In the Episode 13 - Analyzing the macro economics of 2024, equity market outlook and potential risks, promising sectors and asset allocation strategies.
Fundament video with Devang Shah, Fund Manager at Axis Debt.
In this episode we feature the celebrated Fund Manager Mr. Devang Shah, Co-Head. Samir shares his views on whether a scenario, opportunities and strategies for Fixed Income Investments in India.