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This PMS manager has contra view on market: Siddhartha Bhaiya reveals Aequitas best and worst bets

Siddhartha Bhaiya reveals his investing thesis, secret sauce, best and worst bets, and much more in an all-encompassing interview with Moneycontrol.

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Short Call | Mad rush for power stocks; Railtel in top gear; Kalpataru on realty boom; Vi date with Musk

The bull argument for the power utilities sector is best summarised by a recent Jefferies report, saying that peak power shortages will persist for 18-24 months at least

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Short Call | Last trading session of a year of bulls; Lupin, Hind Copper, Greenpanel in focus; tax blow to Zomato

Despite a slow start, the market momentum picked up after March and scaled new highs. Higher-for-longer rates, outbreak of a fresh war in the Middle East, and a banking crisis in the US could not keep investors at bay in 2023

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Short Call | HDFC Bank woos the bulls; L&T upbeat on Saudi deal; brisk buying in Godrej Consumer; and UltraTech gets stronger

Consensus sentiment around HDFC Bank and the entire BFSI pack remains positive, somewhat different from what it was at the beginning of the year

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Short Call | Realty on outreach overdrive; Castrol on smooth climb, Nerolac in green, UP powers BEL, Adani Wilmar in focus

To capture the growing demand, real estate players with regional strongholds are on an expansion overdrive

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