Fundament
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Market Outlook February 2024
“Consolidation ahead; Stagger deployment” Read our detailed Market Outlook for 2024 with views across Equities, Fixed Income and other asset classes.
Focused Investment Ideas - April 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.
Featured Insights
“The Indian private equity market size is projected to exhibit a growth rate (CAGR) of 25.2% during 2024-2032.”
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:
The contours of Indian households are changing rapidly especially when you look at it through the lens of ‘wealth’. As per a report published by the World Economic Forum, by 2030,
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).
Market Linked Debentures: Who should invest, tax benefits, associated risks. All you need to know Through 2020 & 2021, governments and central banks across the world had resorted to
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In Conversation with Mr. Nilesh Shah | Managing Director | Kotak Mahindra Asset Management Company
In this edition of FUNDAMENT Q&A, InCred Wealth invites Nilesh Shah, MD, Kotak Mahindra Asset Management, talking about the high expectations of the new fiscal year, the upcoming General Elections, the macro-economic trends and the sectors poised for growth.
Fundament
In Conversation with Chockalingam Narayanan, PMS & AIF, ICICI Prudential Asset Management
In this edition of FUNDAMENT Q&A, InCred Wealth invites Chockalingam Narayanan, Sr. Fund Manager at ICICI Mutual Funds, to talk about contrasting growth and value investing strategies, examining Indian equities. The potential of value investing in a growth-dominated market is explored, elucidating its philosophy, process, and risk management practices.