IT & pharma are good but better to go with consumer discretionaries: Pankaj Murarka
After a very long period of time, I feel very excited about earnings growth across corporate India and for leading…
Markets can deliver 15-20% CAGR return over the next 5 yrs: Pankaj Murarka
As markets prepare for India Inc to unveil their performance for the quarter ended March 2020, Pankaj Murarka…
2 stocks Pankaj Murarka is betting on in 2021
The tailwind and the opportunity for platform and digital businesses are huge and some of these businesses…
Three Sectors Pankaj Murarka Sees Booming In The Next Decade
Pharmaceuticals, technology and manufacturing are three themes that will play out in India over the next decade…
India has the potential of leading growth in a post-Covid world: Pankaj Murarka
Technology and telecom are the clear outliers in terms of being the significant beneficiary of this crisis, says the Founder…
Renaissance Investment’s Pankaj Murarka Says This Is An ‘Essential Metric’ For Investing Amid Rout
As India is yet to recover from the Covid-19 pandemic and earnings outlook looks hazy for the next few quarters…
Buy large-cap stocks that are available at extremely attractive valuations: Pankaj Murarka
How are you dealing with what is happening right now? Is there eagerness from your clients to come to the market…
The case of P/E de-rating of Indian markets
India is the most expensive equity market globally. Indian markets trade at 19 times FY20 expected earnings…
Mortality risk in smallcap investing
There is no sure thing when it comes to investing. Investing is a game of probability and in any game of probability…
NBFC sector to see massive consolidation ahead: Pankaj Murarka
The IL&FS default and the consequent liquidity squeeze has been a perfect storm for the shadow banking sector in India…
Indian Economy at an Inflection Point
Indian economy is at an important inflection point. Inflection Point is the point at which the curve changes…
Why 2018 is not like 2013 for India
The recent macroeconomic volatility, including rising oil prices, falling currencies and stock market selloffs across…
Banks have reached NPA cyclical peak; corporate credit offset to accelerate
Steep hike in crude oil prices and alarming depreciation of the rupee are two key concerns for the market…
’Indian Equities Experiencing The Nifty–Fifty Bubble That US Had Witnessed In The Late 1960s’
Stock markets have been subdued for quite some time now. Liquidity crisis fears have gripped non-banking…
India’s 3-Dimensional Transition for Escape Velocity: Structural Trends & Investment Opportunity Set
India’s economic growth has been below potential for over 4 years at a time when she is on the ascending curve …
Indian economy has gone through an industrial recession: Pankaj Murarka
At a time when the macroeconomic indicators, be it industrial growth or inflation or trade deficit, are showing …
India still remains one of the most exciting growth stories to bet on: Pankaj Murarka
For an investor with a medium-term perspective, there are lots of opportunities around the theme of Indian economy…
Bullish on these 4 sectors in next 12-14 months: Pankaj Murarka
We are at present in a two-speed bull market and that he is excited about capital goods, corporate banks…
Hello RBI, your inflation fight may be missing forest for the trees
By now it is more than apparent that the MPC (the Monetary Policy Committee of the RBI) has been behind the curve…
Green shoots in select sectors for medium to long-term investors: Pankaj Murarka
Bullish on private sector banks and auto industrials, says Pankaj Murarka, Market Expert…
Harnessing India’s potential: Why we need a visionary leader like Singapore’s Lee Kuan Yew
The biggest challenge facing postcolonial states has been to achieve growth, development and social objectives…
