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incremental allocations: Biased towards large and large midcaps in terms of incremental allocations: Gurmeet Chadha

Gurmeet Chadha discusses varying valuations, smallcap index trends, Blinkit's potential, HDFC Bank's performance, and potential earning surprises in textiles, defense, space sectors, and chemicals amid the earnings season. Chadha says selectively tracking textiles players like Gokaldas who have done acquisitions and added capacities. He is also looking at some defence and space names like Zen Technologies.

Kozhikode , Kerala , India , Lucknow , Uttar-pradesh , Gurmeet-chadha , Aditya-puri , Offering-college , Managing-partner , Complete-circle-consultants , Leadership-excellence , Product-officer

defence stocks | PSU stocks: Why Kenneth Andrade is going contra, avoiding defence and PSU stocks

Kenneth Andrade, of Old Bridge Capital Management, emphasizes market breadth narrowing to specific stocks and commodity favoritism. He discusses challenges in the IT and defense sectors, PSU companies, and future businesses like Zomato and Paytm. Andrade says: "I am a firm believer that any company out there who gets pricing power will get price earning multiples. "

India , Lucknow , Uttar-pradesh , Radico-khaitan , Aurobindo-pharma , Kenneth-andrade , Offering-college , Indian-school-of-business , Old-bridge-capital-management , Leadership-excellence , Operations-officer , Executive-officer

investment destination: ETMarkets Smart Talk: Corrections can come in, but India to remain an attractive investment destination: Nimesh Chandan

Nimesh Chandan from Bajaj Finserv AMC sees India as a secure long-term investment. Despite potential corrections, the equity market is optimistic. While geopolitical risks and economic slowdowns could impact FY25, but SIP contributions and precious metals show promise. Chandan further says: "Midcaps and smallcaps as a category are 20%-25% above their fair value zone. Corrections are part of any bull market and hence can come in anytime."

Lucknow , Uttar-pradesh , India , China , Ukraine , Russia , Kozhikode , Kerala , Taiwan , Nimesh-chandan , Indian-school-of-business , Offering-college

smallcap funds: If you do not treat me well as an investor, I do not care what the macro story is for India: Ajit Dayal, Quantum Advisors

Ajit Dayal of Quantum Advisors cautions about the dangers of high allocations in smallcap funds due to liquidity concerns and stresses the importance of governance in investments to ensure profitability and mitigate risks in the Indian market. Dayal also says: "European capital for India is also important and European capital is increasingly trying to find alternatives to be in other nations besides China."

Lucknow , Uttar-pradesh , India , China , United-states , New-york , Kozhikode , Kerala , Chinese , America , Jack-ma , Ajit-dayal

wealth creation: Investing in passive funds? Keep it simple and don't overthink: Pratik Oswal

Pratik Oswal emphasizes simplicity in passive funds like ETFs and index funds, suggesting investing without overthinking. He highlights the dominance of Nifty 50 and Sensex in passive funds due to pension funds' influence. Oswal recommends keeping basics in the portfolio. He also says, small and midcaps offer a lot more stability now than they did say 5 or 10 years ago.

Kozhikode , Kerala , India , Lucknow , Uttar-pradesh , Pratik-oswal , Offering-college , Indian-school-of-business , Index-funds , Leadership-excellence , Executive-officer , Product-officer

IT hiring: Ciel HR's Aditya Narayan Mishra on IT hiring and salary trends

Aditya Narayan Mishra highlights the impact of AI, ML, cloud, and full stack development on pay packages. Global competency centers pay freshers more for problem-solving skills. Market shifts towards newer technologies, impacting attrition rates and skill demand. Further, Mishra says five years ago, the percentage of people on contract staff were less than 10%, but today it is closer to 20%.

India , Lucknow , Uttar-pradesh , Aditya-narayan-mishra , Indian-school-of-business , Ciel-hr-services , Offering-college , Narayan-mishra , Leadership-excellence , Operations-officer , Executive-officer , Might-also-like

Hanuman Jayanti Purnima 2024: Full Pink moon effect on all Zodiac signs

Embracing Hanuman's virtues offers lessons tailored to each zodiac sign: Aries finds inspiration in bold leadership, Taurus in unwavering loyalty, and Gemini in effective communication. Cancer resonates with emotional depth, while Leos are encouraged to lead with integrity. Virgos learn the joy of service, and Libras seek harmony. Scorpios gain resilience, Sagittarians embrace adventure, and Capricorns uphold discipline. Aquarians cultivate selflessness, and Pisceans deepen their spiritual connection.

Hanuman-jayanti , Chitra-nakshatra , Lord-hanuman- , Special-about-hanuman-jayanti , Chitra-nakshatra- , Vajra-yoga- , Lord-hanuman , Might-also-like , Lord-rama- , Both-hanuman ,

h-1b visa: Trump called the H-1B visa 'very bad' for Americans. Truth Social applied for one

Trump Media & Technology Group, led by Devin Nunes, applied for H-1B visas for Truth Social workers. Jared Kushner's firm also utilized the program. The H-1B visa system faces scrutiny for potential exploitation of foreign workers with Trump's conflicting stances.

Washington , United-states , White-house , District-of-columbia , American , Devin-nunes , Donald-trump , Nicolas-morales , Jared-kushner , House-intelligence-committee , Federal-reserve-bank , Immigration-services

Sanjiv Bhasin | Sanjiv Bhasin stocks: Pharma a good proxy to weak Rupee; 2 pharma stocks to bet on now: Sanjiv Bhasin

Sanjiv Bhasin says Pharma is where IT was 20 years back and it became a mainstay..He further discusses the bullish outlook on Lupin and highlights the growth prospects of pharma companies like Dr Reddys. He also comments on the potential of Indian tourism in Vietnam and the othere related sectors.

Kozhikode , Kerala , India , Vietnam , Republic-of , Lucknow , Uttar-pradesh , China , Natco-pharma , Sanjiv-bhasin , Tejas-networks , Indian-hotels

iphone: How Xiaomi phone helped man find his stolen iPhone 13 in Delhi's Jama Masjid during Ramzan

Tech influencer Shahrukh shared his ordeal of losing smartphones during a visit to Jama Masjid. Despite theft, he successfully recovered one device thanks to its "Shutdown Confirmation" feature. Shahrukh's experience highlights the importance of security measures like intact SIM cards and using technology for recovery. His post garnered significant attention on social media, sparking discussions about crowd awareness and personal safety.

Jama-masjid , Delhi , India , Tech-star-shahrukh , Xiaomi-civi , Smart-feature , Might-also-like , Iphone , Xiaomi , Stolen-iphone-13 , Ramzan