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April 12, 2021
You were one of the early ones to catch on to say the specialty chemicals rally. You are a votary for machine learning and AI for stock picking. What are the machines telling you about specialty chemicals? Shankar Sharma: We were long on specialty chemicals much before we went into the machine end of the business. That is where the human beings worked well. Since 2013-14, this sector has been an absolute rocket. Right now, if anything, the outlook looks even better because going back in time,...
April 7, 2021
Technology overpowering touchy-feely old school in investing. Can you still win? SECTIONS Last Updated: Apr 07, 2021, 02:05 PM IST Share Co-founders, First Global Shankar Sharma heads the global strategy group at First Global. Referred to as The Alchemist of Dalal Street by Forbes magazine, he is known for rightly predicting the 2000 dotcom bust, the 2008 market crash, the Indian market bull run since 2009, the oil price crash in 2008 and the oil bull market in 2016. A Dean’s List alumni from...
February 8, 2021
© unknown Wind turbines in Europe The globalist Davos World Economic Forum is proclaiming the necessity of reaching a worldwide goal of "net zero carbon" by 2050. This for most sounds far in the future and hence largely ignored. Yet transformations underway from Germany to the USA, to countless other economies, are setting the stage for creation of what in the 1970s was called the New International Economic Order. In reality it is a blueprint for a global technocratic totalitarian corporativi...
February 7, 2021
Synopsis Money manager Kalpen Parekh shared a strategy to beat Nifty, while smallcap hunter Porinju Veliyath revealed his favourite sector following the Budget announcements. Getty Images In this edition of Tweet Buster, we scan the social media platform for market gyan, investing strategies and stock recos to help you make the most of this post-Budget bull run. NEW DELHI: You may argue whether the Budget indeed turned out to be a never seen before one or not, but Nirmala Sitharamans ideas have...
February 2, 2021
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January 30, 2021
Some of the most fascinating topics covered this week are: Investing (Mastery through deliberate practice), Technology (Why your bank's systems keep failing), Business (Secrets of successful listening), and Obituary (Katharine Whitehorn and Mahinder Watsa - Counsels of imperfection)
January 29, 2021
Can a portfolio manager create a permanent bull market for your wealth? SECTIONS Last Updated: Jan 29, 2021, 12:16 PM IST Share Synopsis Many big and small investors have thought exactly like this in the past several months! Of course, we have seen that the markets have kept on going up despite all the doubts and scepticism. Co-founders, First Global Shankar Sharma heads the global strategy group at First Global. Referred to as The Alchemist of Dalal Street by Forbes magazine, he is known for r...
January 22, 2021
Investors could expect equity returns in line with nominal GDP growth, which could be in early doubledigits.
January 22, 2021
Investing globally isnt just about buying FAANG or Nasdaq ETF: Devina Mehra SECTIONS Share Synopsis The fact that one country or an asset class cannot perform forever, and that bull and bear markets always coexist, brings in the need for diversification, she said. ETMGS 2021 Day 3: One country or an asset class cannot perform forever, bull & bear markets always coexist, says Devina Mehra NEW DELHI: Investing globally isnt just about buying a Nasdaq ETF, a handful of FAANG stocks or the S&P inde...
January 21, 2021
Recedes to close at 49,624; index has nearly doubled from the lows of March 2020