Topic

Sectors & Themes

65 items · 20 speakers · 16 videos · 45 articles · 4 presentations

Often discussed alongside
Market Cycles & Outlook 11
India Growth Story 10
Macro & Economy 9
Investor Education & Financial Literacy 4
Global & Emerging Markets 3
Management & Governance 2

Videos

16 items

Enam Holdings' Manish Chokhani on Consumption | India Economic Conclave 2019 youtube.com · 2019 · Macro & Economy

Bear Market Strategies & Future Investment Themes | Sunil Singhania | Money Mindset youtube.com · Behavioural Finance

Disruptions and Capital Markets by Mr. Manish Chokhani youtube.com · Sectors & Themes

ET Now | Morgan Stanley Banking On India Growth Story, Key Themes & Stocks On Radar! | Ridham Desai youtube.com · Sectors & Themes

India At 75 | Credit Suisse's Neelkanth Mishra Shares Investment Themes For Next Decade youtube.com · Sectors & Themes

India’s Digital Leap: How Tech and Data Are Reshaping the Economy for a Billion+ youtube.com · Macro & Economy

Invest in these sectors youtube.com · Sectors & Themes

Kenneth Andrade shares his views on Equity Markets and the consumer cycle in India youtube.com · Market Cycles & Outlook

Market cycles, FIIs & Tech disruptions: Insights from Prashant Jain | Navigate with HSBC youtube.com · Market Cycles & Outlook

Market Veteran Sunil Singhania On Post Poll Rally, Midcap Valuations, PSUs & The Big Themes To Watch youtube.com · Valuation

RAISE'24: AI’s Role in Economic Growth with Neelkanth Mishra youtube.com · Macro & Economy

Recent Developments in AI and Investment Implications youtube.com · Sectors & Themes

Sitting on Cash, Investing in AI and Becoming India's Economic Czar with Manish Chokhani youtube.com · Macro & Economy

The Art of Selling | Kuntal Shah | Oaklane Capital Management LLP | Co-founder - Needl.ai youtube.com · Portfolio Construction

UTI AMC's Vetri Subramaniam On Commodities Sector youtube.com · Sectors & Themes

William Green: "Lessons From the Great Minds of Investing" | Talks at Google youtube.com · Sectors & Themes

Articles

45 items

ArticleBudget 2025 Market Verdict: Big voices cheer consumption push but keep an eye on valuationsRaamdeo Agrawal · moneycontrol.com · Valuation · Macro & Economy2025

ArticleFY24 to be another volatile year, positive on auto space: Kotak AMC's Nilesh ShahNilesh Shah · cnbctv18.com · Market Cycles & Outlook · Sectors & Themes2024

ArticleNilesh Shah of Kotak MF lines up 7 themes for every investor in 2024Nilesh Shah · moneycontrol.com · Sectors & Themes2024

ArticleBudget 2023: What sectors are likely to lead the market post Budget? Prashant Jain answersPrashant Jain · economictimes.indiatimes.com · Macro & Economy · Sectors & Themes2023

ArticleNavneet Munot Of HDFC AMC Shares His Top Investment Themes And Market MantraNavneet Munot · businesstoday.in · Sectors & Themes2023

ArticlePSU Banks To Be The Next Blue Chip: Raamdeo AgrawaRaamdeo Agrawal · businesstoday.in · Sectors & Themes2023

ArticlePredictions 2022: Kotak AMC's Nilesh Shah predicts great disruption due to digitalisation in financialisationNilesh Shah · fortuneindia.com · Market Cycles & Outlook · Sectors & Themes2022

ArticleRidham Desai is bullish on this sector for 2022Ridham Desai · economictimes.indiatimes.com · Sectors & Themes2022

ArticleStock market: Which sectors Morgan Stanley's Ridham Desai is bullish onRidham Desai · livemint.com · Market Cycles & Outlook · Sectors & Themes2022

ArticleRaamdeo Agrawal on How to Identify the Next HDFC BankRaamdeo Agrawal · bloombergquint.com · Business & Company Analysis · Sectors & Themes2016

ArticleThe green investor: Navneet MunotNavneet Munot · forbesindia.com · Sectors & Themes2016

ArticleAce market veterans share best lessons, top market themes with investorsRamesh Damani · moneycontrol.com · Sectors & Themes · Investor Education & Financial Literacy—

ArticleAfter correction, we are finding value in these 3 sectors: Kenneth Andrade, Old Bridge Capital ManagementKenneth Andrade · economictimes.indiatimes.com · Market Cycles & Outlook · Sectors & Themes—

ArticleAll sectors will go up in rising tide of India but first get on a boat, Kotak’s Nilesh Shah saysNilesh Shah · financialexpress.com · Sectors & Themes · India Growth Story—

ArticleBanking's big moment: Vikas Khemani, Sunil Singhania bullish on the sector amid changing market trendsSunil Singhania · moneycontrol.com · Market Cycles & Outlook · Sectors & Themes—

ArticleChange in mindset essential to make India a global manufacturing leader: Raamdeo Agrawal -Raamdeo Agrawal · economictimes.indiatimes.com · Behavioural Finance · Sectors & Themes—

ArticleChemicals sector to enter a challenging phase, says Abakkus' Sunil SinghaniaSunil Singhania · moneycontrol.com · Sectors & Themes—

ArticleConsumer Sector-What is fair value?Sandeep Kothari · eastlanecapital.com · Sectors & Themes—

ArticleCoronavirus leaves opportunity for Indian cos to fill the gap left by Chinese manufacturersEA Sundaram · moneycontrol.com · Sectors & Themes—

ArticleCyber security is one big theme for Samvat 2073 and next few years: Ramesh DamaniRamesh Damani · economictimes.indiatimes.com · Sectors & Themes—

ArticleDisruptions and Capital MarketsManish Chokhani · flame.edu.in · Sectors & Themes—

ArticleFocusing on stocks, not sectorsVetri Subramaniam · morningstar.in · Sectors & Themes—

ArticleGreen shift: Costs and opportunitiesAkash Prakash · business-standard.com · Sectors & Themes—

ArticleHow China has left behind India in the AI raceGautam Bambawale · timesofindia.indiatimes.com · Sectors & Themes · Global & Emerging Markets—

ArticleIndian IT and generic pharma facing its own disruption : Manish Chokhani of FLAME UniversityManish Chokhani · economictimes.indiatimes.com · Sectors & Themes—

ArticleInfra, FMCG could outperform market in FY-24: Nilesh ShahNilesh Shah · economictimes.indiatimes.com · Sectors & Themes—

ArticleIT, pharma still offer some value, says Kenneth Andrade of Old Bridge CapitalKenneth Andrade · mintgenie.livemint.com · Sectors & Themes—

ArticleLessons from past bank troublesRajeev Thakkar · livemint.com · Sectors & Themes · Investor Education & Financial Literacy—

ArticleLessons to learn for mutual funds from Amtek Auto defaultRajeev Thakkar · livemint.com · Sectors & Themes · Mutual Funds & Investing Vehicles—

ArticleLook for shorting opportunities in Exide, Tata Steel, IT sector: Jai BalaSunil Singhania · cnbctv18.com · Sectors & Themes—

ArticleMorningstar Interview: Does technology defy longevity of growth in a business?Kuntal Shah · morningstar.in · Sectors & Themes—

ArticleNilesh Shah on Private Sector Revival:Nilesh Shah · m.economictimes.com · Sectors & Themes—

ArticleNilesh Shah suggests Kotak Mahindra AMC may consider raising investments in these 3 sectorsNilesh Shah · moneycontrol.com · Sectors & Themes—

ArticlePublic Banks vs Private BanksAkash Prakash · business-standard.com · Sectors & Themes—

ArticleRaamdeo Agrawal says Budget a boost for consumption names like Zomato, othersRaamdeo Agrawal · moneycontrol.com · Macro & Economy · Sectors & Themes—

ArticleRBI rate hike like an insurance policy, erring on side of caution: Nilesh Shah, Kotak AMCNilesh Shah · economictimes.indiatimes.com · Risk & Mistakes · Macro & Economy—

ArticleRBI rate moves now less Fed dependent; bullish banks, insurance, cement, consumption: ASK’s Bharat ShahBharat Shah · moneycontrol.com · Macro & Economy · Sectors & Themes—

ArticleRidham Desai names the sectors that could lead the next market rallyRidham Desai · cnbctv18.com · Market Cycles & Outlook · Sectors & Themes—

ArticleThe disruptive power of technologyNavneet Munot · business-standard.com · Sectors & Themes—

ArticleThe Green Investor: Navneet MunotNavneet Munot · beta.sbimf.com · Sectors & Themes—

ArticleTime to look away from traditional energy companies: Rajeev Thakkar, PPFAS MFRajeev Thakkar · economictimes.indiatimes.com · Sectors & Themes—

ArticleUS markets opportunity or pain for Indian pharma sector?Sandeep Kothari · eastlanecapital.com · Sectors & Themes · Global & Emerging Markets—

ArticleWe are looking at branded building materials and auto ancillaries: Samit Vartak, Partner & CIO, SageOneSamit Vartak · economictimes.indiatimes.com · Sectors & Themes—

ArticleWhy Nilesh Shah, CEO, Kotak Mahindra mutual fund advises investors to focus more on the green zone of the stock marketNilesh Shah · moneycontrol.com · Market Cycles & Outlook · Sectors & Themes—

ArticleWorkers talk on mobile phones at a road construction site in Bhopal District, Madhya Pradesh, India. (Photographer: Anindito Mukherjee/Bloomberg) Ramesh Damani Expects Two Key Sectors To Get Bulk Of CapexRamesh Damani · bqprime.com · Capital Allocation · Sectors & Themes—

Presentations

4 items

PDFAI - Industrial Revolution for the Human Mind | FLAME Investment Lab With The Masters - June 2023Rajeev Thakkar · flame.edu.in · Sectors & Themes2023

PDFTechnology for investment - 2021Kuntal Shah · flame.edu.in · Sectors & Themes2021

PDFCement Sector Sort of consensus optimism | FLAME Investment Lab With The Masters - July 2017Sunil Singhania · flame.edu.in · Sectors & Themes2017

PDFTechnology Disruption Manish ChokhaniManish Chokhani · flame.edu.in · Sectors & Themes—