After years of global liquidity sloshing around, worldwide, central banks are raising interest rates to tame inflation. In such times of financial tightening and global slowdown, what's the best strategy to construct an equity portfolio? Value stocks or growth stocks: Which is a better investment strategy in current times? To answer this, Forbes India's Neha Bothra is joined by Rajeev Thakkar, CIO and director at PPFAS MF, and Samit Vartak, founding partner and CIO at SageOne Investment Managers; two highly acclaimed fund managers who are known for their multibaggers and have stock p ..read more

In this edition of Money Talks, Forbes India's Neha Bothra is joined by two of the most credible voices in the area of finance and economics; Saurabh Mukherjea, founder and CIO at Marcellus Investment, and Sonal Varma, MD and chief economist, India and Asia- ex Japan at Nomura, to probe the state of the economy and the resilience of stock markets. Both have a different take on India's growth path. Tune in to find out why Saurabh believes that markets "haven't even touched the tip of the iceberg" yet and how "serendipitously the world is allowing India to address the traditional bugbears" that ..read more

Cash flow and growth are two sides of the same coin. The two are intertwined as a company scales its presence in markets. Yet, in the initial years of operations, many tech companies grow at the cost of high cash burn and no cash flow. But they are richly valued, mainly on their potential to become market leaders in the future. On the other hand, several new-age companies are bootstrapped, and generate a positive cash flow, but are not in the game of ‘unlocking’ value through rapid growth. Which startup makes for a better investment?  To answer this we spoke with Sanjeev Bikhchandani, fou ..read more

After a lull of about six months, IPOs are back with a bang. Reportedly, companies are looking to launch IPOs to the tune of Rs 1  lakh crore in the coming months. This is a time when wealth managers actively market pre-IPO investments. Should you bite the bait or not—what's the best portfolio strategy? To throw light on this, Forbes India's Neha Bothra is joined by two veterans—Sreeram Reddy Vanga, co-founder of Kofluence, and Arvind Bansal, executive director and head of products and advisory at Avendus Wealth—who have decades of first-hand experience of investing in IPO bound companies ..read more

After years of global liquidity sloshing around, worldwide, central banks are raising interest rates to tame inflation. In such times of financial tightening and global slowdown, what's the best strategy to construct an equity portfolio? Value stocks or growth stocks: Which is a better investment strategy in current times? To answer this, Forbes India's Neha Bothra is joined by Rajeev Thakkar, CIO and director at PPFAS MF, and Samit Vartak, founding partner and CIO at SageOne Investment Managers; two highly acclaimed fund managers who are known for their multibaggers and have stock p ..read more

In this edition of Money Talks, Forbes India's Neha Bothra is joined by two of the most credible voices in the area of finance and economics; Saurabh Mukherjea, founder and CIO at Marcellus Investment, and Sonal Varma, MD and chief economist, India and Asia- ex Japan at Nomura, to probe the state of the economy and the resilience of stock markets. Both have a different take on India's growth path. Tune in to find out why Saurabh believes that markets "haven't even touched the tip of the iceberg" yet and how "serendipitously the world is allowing India to address the traditional bugbears" that ..read more

Cash flow and growth are two sides of the same coin. The two are intertwined as a company scales its presence in markets. Yet, in the initial years of operations, many tech companies grow at the cost of high cash burn and no cash flow. But they are richly valued, mainly on their potential to become market leaders in the future. On the other hand, several new-age companies are bootstrapped, and generate a positive cash flow, but are not in the game of ‘unlocking’ value through rapid growth. Which startup makes for a better investment?  To answer this we spoke with Sanjeev Bikhchandani, fou ..read more