Portfolio diversification in a bullish market: Strategies for sustained growth
Portfolio diversification in a bullish market: Strategies for sustained growth India’s equity markets had a dream run post-COVID, compounding at a CAGR of 22.69% since March 2020. This led to a significant increase in participation, especially from domestic retail investors, with the number of Demat accounts increasing from 41 million in April 2020 to 192.4 […]
India-UK Free Trade Agreement: Sectors Likely To Benefit; textile industry especially
India-UK Free Trade Agreement: Sectors Likely To Benefit Romil Jain, a chartered financial analyst (CFA), deputy CIO and fund manager at ElectrumPortfolio Managers, shared which sectors are likely to benefit from the India-UK FTA.Textiles and Apparel: The textile industry, especially the ready-made garments segment, isexpected to be one of the biggest beneficiaries of the India-UK […]
July gears up for red-hot Rs 16,000 crore IPO action; liquidity crunch brewing at D-st?
July gears up for red-hot Rs 16,000 crore IPO action; liquidity crunch brewing at D-st? Even the broader markets have remained lacklustre in July 2025 so far as BSE midcap andsmallcap indices have remained flat during the period under review. However, there has beenno dearth of action in the primary markets, despite volatility in the […]
Electrum launches AIF-Laureate, a SEBI-Registered Category III fund
Electrum Portfolio Managers launches AIF-Laureate, a SEBI-Registered Category III alternative investment fund Electrum Portfolio Managers, one of India’s fastest-growing investment management firms with an AUM of Rs 790 crore as of June 30, 2025, has announced the launch of AIF–Laureate, a SEBI-registered Category III Alternative Investment Fund. This new offering brings the proven investment philosophy […]
Long-term investors rethinking sector exposure in a shifting global economy
Long-term investors rethinking sector exposure in a shifting global economy As global markets undergo structural transformation—driven by geopolitical fragmentation, rapid technological innovation, and shifting societal priorities—long-term investors are re-evaluating how and where they deploy capital. The days of relying solely on traditional benchmarks and backward-looking return metrics are over. Today’s institutional allocators are redefining investment […]
Daily Voice: Mixed trend in Q1 provisional numbers – This CIO highlights weak urban consumption, strong rural and semi-urban growth
Daily Voice: Mixed trend in Q1 provisional numbers – This CIO highlights weak urban consumption, strong rural and semi-urban growth “Q1 provisional numbers have been a mixed bag, with rural and semi-urban focused businesses showing stronger growth, as reflected in the performance of tractors,” Arpit Agrawal, co-founder and CIO of Electrum Portfolio Managers, said in […]
Small- and mid-caps offer scope for above-average returns over medium to long term
‘Small- and mid-caps offer scope for above-average returns over medium to long term’ Romil Jain, Fund Manager at Electrum Portfolio Managers, on the correction and valuations in the small- and mid-cap space, uncertainty caused by the tariff war and more Despite valuations “coming down to attractive levels” during the ongoing correction, Romil Jain, Fund Manager, […]
Trump tariffs impact on Indian stock market – DECODED in 7 points and top sectors to watch
Trump tariffs impact on Indian stock market – DECODED in 7 points and top sectors to watch “If we look at India, we seem to be relatively better placed than other major trade partnershowever this move will lead to further escalation in global tariff war and could lead tosignificant adjustments in global trade. Impact would […]
Stock Market Highlights 4 April 2025: Sensex, Nifty close sharply lower on US tariff announcement; metal index worst affected
Stock Market Highlights 4 April 2025: Sensex, Nifty close sharply lower on US tariff announcement; metal index worst affected Stock Market live today: Mr. Arpit Agrawal, Co-Founder and CIO, Electrum PortfolioManager. on reciprocal taxes by USA on India and it’s impact on markets “If we look at India, we seem to be relatively better placed […]
Nifty slumps below 22,900, Sensex down over 950 points; Smallcap gauge slips 3%
Nifty slumps below 22,900, Sensex down over 950 points; Smallcap gauge slips 3% Arpit Agrawal, Co-Founder and CIO, Electrum Portfolio Manager said, “If we look at India, we seem to be relatively better placed than other major trade partners however this move will lead to further escalation in global tariff war and could lead to […]