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 h...
Mid, smallcap-focused PMSes played catch up with largecap peers in Oct amid tax cut-fuelled rally
Just one out of every 10 PMSes could delive...
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.
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
Corporate credit growth is some time away: Hiren Ved, Alchemy Capital
Once economic activity picks up then capital demand will go up and once capacity utilisation goes up then they will start expanding capacities and then term loan demand will go up
2017 could be cyclically a very good year for largecap IT: Hiren Ved, Alchemy Capital
If you really look at the long term in India, every disturbance or opportunity has been an opportunity to buy unless the valuations have been completely out of whack, says Ved
Next multibaggers may come from private financials, cyclicals: Hiren Ved, Alchemy Capital
Cyclicals could be infra, capital goods, cement and it could be anything among these which is linked to recovery in economic growth, says Alchemy Capital CIO.
85% of stocks gave negative returns in 2018; which ones hurt you most?
Dozens of midcap and smallcap stocks fell up to 90 per cent during the calendar year.
Bhangaar stocks that rallied up to 770% in year of smallcap carnage
Some well-known midcaps like Gitanjali Gems and Kwality turned penny stocks.
Why smallcaps may not be the best choice to bet on for 2019
The smallcap index is on course to register its first loss in five years.
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