Value Research Online

'Manufacturing may become a big opportunity in next 10 yrs'

Fri, 28 Aug 2026 09:00:00 +0530

Invesco Mutual Fund’s Aditya Khemani shares where he sees long-term opportunities, why some themes look expensive and how AI could reshape businesses.

Up 8% when small caps were bleeding. How?

Thu, 20 Aug 2026

Invesco’s Aditya Khemani explains how he manages risk in small caps, avoids overheated sectors and builds a portfolio for better performance in bad markets.

What does it take to top the category?

Thu, 20 Aug 2026

Bank of India MF’s Nitin Gosar explains his North Star strategy, research process and position sizing, and how he navigates large, mid and small caps

Quant fell 16%, then rose 37%. Sandeep Tandon explains

Wed, 12 Aug 2026 19:30:00 +0530

Quant Mutual Fund's Sandeep Tandon on the VLRT framework, why the fund's short and long-term rankings diverge, and who should avoid a fund run this actively.

'I won't say there's a 0% chance IT becomes a value trap'

Wed, 24 Jun 2026 17:07:38 +0530

Nifty IT has corrected sharply and AI threatens coding jobs. Bandhan Mutual Fund’s Manish Gunwani puts the odds at 60:40 that Indian IT services escapes becoming a value trap.

Why Bandhan Small Cap is okay with liquidity risk

Sat, 20 Jun 2026

Bandhan AMC's CIO explains why he holds 10 per cent cash in small caps, why flexi-cap funds stay large-cap heavy and where the next rerating opportunity may come from.

'This decade may belong to mid-tier private banks'

Sat, 20 Jun 2026

HSBC MF's equity fund manager on why mid-tier private banks will gain market share, why small caps look opportunistic now and how she allocates across three portfolio buckets.

'Valuations not attractive, but comfortably reasonable'

Thu, 04 Jun 2026 17:25:09 +0530

After a sharp correction, HSBC Mutual Fund’s Cheenu Gupta sees the market at reasonable valuations. She explains where the real buying opportunities are and why financials stand out.

'Small and mid caps likely to grow faster than large caps'

Mon, 01 Jun 2026

Fund manager Nikhil Mathur explains why HDFC Pharma Fund tilts toward mid and small caps, where he sees opportunity and the one risk pharma investors are missing.

'The market is clearly far more attractive today'

Wed, 20 May 2026

Nippon India's CIO explains why valuations always win, what the IT derating means for investors and where private banks, pharma and consumer stocks stand today.

'Investing is a marathon, not a sprint'

Wed, 20 May 2026

SBI MF's head of investments explains why the Contra Fund played defence in 2024, held high cash, leaned on energy and healthcare and why private banks still make sense.

'We didn't want to deploy capital simply because of inflows'

Thu, 14 May 2026 10:00:00 +0530

SBI Contra Fund's Dinesh Balachandran on why he holds cash when ideas are scarce, the AI threat to IT stocks and what SIP investors with flat returns should remember.

'The market is clearly far more attractive today'

Fri, 01 May 2026

Nippon India MF’s Sailesh Raj Bhan explains why the recent market correction has made valuations more attractive and highlights sectors where investors can find emerging opportunities.

'We don't throw good money after bad valuations'

Wed, 29 Apr 2026 18:10:06 +0530

Nippon India Mutual Fund’s Sailesh Raj Bhan explains how respecting valuations, choosing the right risks and staying disciplined can drive long-term returns in equity investing.

'Mid caps appear expensive, but deliver superior growth'

Thu, 23 Apr 2026 10:00:00 +0530

TRUST MF CIO Mihir Vora on why mid-cap valuations are not as expensive as they appear, India's four structural megatrends and why investors should reset to 12-15 per cent returns.

'Earnings visibility is the only margin of safety'

Mon, 20 Apr 2026 12:57:02 +0530

Kotak fund manager Devender Singhal on why earnings visibility is the only margin of safety, where value is emerging in large caps and what SIP investors should expect now.

'We assign relatively higher weight to momentum'

Mon, 20 Apr 2026 12:57:00 +0530

Edelweiss fund manager Bhavesh Jain on why corrections are the best time for SIPs, how momentum factor investing works and which hybrid fund suits which investor.

'Markets could remain weak if earnings don't recover'

Thu, 02 Apr 2026 09:00:00 +0530

SBI Mutual Fund’s Milind Agrawal explains why market direction hinges on earnings growth, outlook on PSU banks, power sector, ELSS strategy and recent market volatility.

'We are currently in a favourable credit cycle'

Wed, 01 Apr 2026

India is in a favourable credit cycle with improving asset quality. Here’s what it means for PSU banks, lending and financial stocks, as per Invesco’s Hiten Jain.

'Gradually increase equity, avoid lumpsum investing'

Sun, 22 Mar 2026 09:00:00 +0530

Invesco fund manager Hiten Jain on why staggered investing beats lumpsums in volatile markets, how he values new-age companies and his broader definition of technology.