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Wealthy Indians are increasingly dialing PMS to generate Alpha; here s why

An increasing number of wealthy Indians are looking at portfolio management services (PMS) to manage their wealth and generate returns higher than the market or mutual funds. While assets have nearly trebled in the past seven years, the elite money managers have never been more bullish - Issue Date: Aug 06, 2023

Metal stocks can spring a surprise on the upside

Metal stocks can spring a surprise on the upside
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IT stocks: IT stocks in a sweet spot: Manish Sonthalia

IT stocks: IT stocks in a sweet spot: Manish Sonthalia
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SBI: How to reallocate your portfolio as Covid returns

Manish Sonthalia, Associate Director, Fund Manager AIF & PMS, What is your market view? Are we in for a pause, are we in for a retreat or will this market continue to climb the wall of worry? Volatility will be there but the direction of the markets is clearly on the upside. It is a buy-on-dips market on the back of very strong earnings expectations for Q4 and the whole of FY22, even extending into FY23. The confidence comes in with vaccination now being in full swing. We are fearing a second wave right now. But that could be temporary. We could see a spike for a month or two in the number of Covid cases but otherwise, the economy is reviving very well and it is likely to continue. According to me it is a bullish market even now.

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