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investment themes: ETMarkets AIF Talk: Fund Manager with Rs 1,000 cr portfolio nearly doubles wealth in a year; holds 10% cash amid election uncertainty

Arun Chulani, Co-Founder of First Water Capital, discusses the fund s impressive performance, achieving over 90% growth in the last year and 40% CAGR in 3 years. The fund has consistently ranked no.1 on BarclayHedge s Top 10 equity funds. he says: "Our performance is a reflection of our core philosophy, which starts with value, concentration, and betting on a country with long-term tailwinds—that of India." ....

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India hits $5 trillion market: 4 reasons why foreign investors are now eyeing India, Arun Chulani decodes

India s $5 trillion market attracts global investors. Arun Chulani of First Water Capital discusses the country s economic growth, market performance, and potential for foreign investment, positioning India as a key player in global portfolios. ....

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The four tenets of investing – the philosophy, the art, the craft and the graft

An investor needs all four of these in various degrees to emerge as a worthy contender in the market. In the absence of these concepts, one may be weighed and measured and still found wanting ....

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Daily Voice | This investment professional expects no major surprises in budget; pegs on chemical space

Arun Chulani remains constructive of the prospects of corporate India. ....

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India stocks' historic eight-year winning streak poised for extension

India stocks' historic eight-year winning streak poised for extension
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