SEARCHED FOR:HIREN VED
Hiren Ved on why people are investing in both gold and equities now
The risk reward of investing in fixed income keeps deteriorating over a period of time and the benefit of that is going to equities and gold as an asset class.
PEs likely to sustain as cost of capital continues to fall: Hiren Ved
FY21 clearly will be an earnings contraction year at an aggregate level...
This is the time to churn your portfolios: Hiren Ved
These are times for people to go back to P/CF valuations to see whether you can still ju...
Domestic liquidity will eventually help cushion market fall: Hiren Ved
There is enough domestic liquidity on the sidelines, which at some point in time should come to cushion the fall as people are looking at an opportunity to invest, says the Director and CIO of Alchemy Capital Management.
Hiren Ved on how to deal with selloff & where to find value
Right now, we are getting to the point of a lot of gloom & doom but there is always a silver lining.
Not a bear market, this is an interruption in bull market: Hiren Ved, Alchemy Capital
The slowdown has gathered a snowball effect and won’t heal on its own. Strong intervention is needed.
High quality financials may see some pain in the short term but will emerge stronger post-Covid: Alchemy Capital
'Pharma is an interesting space but take a stock-specific approach'
You are likely to see far cleaner, Version 2.0 of NBFCs: Hiren Ved, Alchemy Capital Management
The narrative has completely changed for the market in the last one year.
Mid, smallcap meltdown of 2018 is a replay of 2013: Hiren Ved, Alchemy Capital Management
‘I expect all this to settle down by Oct-Nov. There will be lower tops and lower bottoms’
Why Hiren Ved of Alchemy Capital sees opportunity in sin stocks
“One way to play consumption is retailing. Retailing is a sector which has done well.”
GST is being used as an alibi for consolidation: Hiren Ved, Alchemy Capital
Aggregate earnings recovery could be round the corner -- two or three quarters down the line.
Insurance companies can be top theme of 2017: Hiren Ved, Alchemy Capital
Urban consumption will bounce back faster, rural consumption might need a little help and that's where we have to wait & watch, says the Alchemy Capital CIO.
We have to wait for next quarter results to gauge IT sector: Hiren Ved, Alchemy Capital CIO
Hiren Ved said that Cognizant trimming the growth rate may not necessarily reflect the trend in IT industry and it can be company specific issues.
There is a great premium on growth: Hiren Ved, Alchemy Capital
Because there is paucity of growth, wherever you find growth, the markets are willing to give a kind of a more than disproportionate valuation for growth