Insights
Fluid and forward-thinking research processes
To keep up with new-age economics and market environments
It is key to have a research philosophy that is geared towards equipping your portfolio to create wealth in challenging times.
We build our investment strategies on the core principles of pure fundamental research and a complete view on global and domestic markets.
Experts Speak
Chetan Parikh
Co-Founder and CIO, Jeetay Investments
Market veteran and holder of an MBA in Finance from the Wharton School of Business, Mr. Chetan Parikh’s views have also been published in several financial journalism platforms.
Take advantage of the mercurial moods of Mr. Market
Mohit Ralhan
Managing Partner, TIW Capital Group
Mohit Ralhan specializes in Buyouts, Margin Expansion & Turnaround situations. He has over two decades of experience in Fund Management. Prior to TIW, he was an Investment and Operating professional with Baring Private Equity Partners India
The only constant in life is change – so, adapt and innovate
Naveen Chandramohan
Founder and Fund Manager, ITUS Capital
Naveen Chandramohan is the founder and fund manager at ITUS Capital. He set up ITUS in 2017 to build a unique AMC in India, running a single strategy, growth oriented fund.
When principles have stood the test of time, it’s imperative upon us as leaders to pay attention
Monthly Update
- September 2022
Upbeat domestic markets in August Indian equities have traded in a narrow upward channel since - August 2022
Earnings and FIIs drive markets in July Banking and FMCG stocks gained the most in
- July 2022
Markets take a toss in June, globally Indian equities faced the brunt of the selloff
- June 2022
Summary Markets As of 17th Jun, Nifty 50 is now down 13.2% YTD, while it
- May 2022
Markets swoon in April, again Equity markets tumbled across US and Europe in April, due
Fund Insights
- The India Capex Story v2.0
A new secular growth begins In our note Union Budget 2022 – What did it - Budget 2022 – What did it deliver
Key Theme – Capex to drive India growth The government has made a big play
Blogs
> Most Investors think market corrections destroy wealth. History suggests something very different.
> The stock that went up 100x is hiding something from you.
> Two Major Policy Moves. One Clear Message: India Wants Long-Term Capital.
> SpaceX Isn’t Just an IPO. It’s a Bet on a Future That Doesn’t Exist Yet.
> SpaceX: The Biggest IPO in History — But Investors Bought More Than a Company
>How Wall Street pulled off the biggest IPO in history for SpaceX
> The U.S. Federal Reserve Held Rates Steady. But That’s Not the Real Story.
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