Portfolio diversification in a bullish market: Strategies for sustained growth – ET Edge Insights
Portfolio diversification in a bullish market: Strategies for sustained growth : ET Edge Insights 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 […]
India-UK Free Trade Agreement: Sectors Likely To Benefit; textile industry especially – Outlook Money
India-UK Free Trade Agreement: Sectors Likely To Benefit – Outlook Money 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 […]
July gears up for red-hot Rs 16,000 crore IPO action; liquidity crunch brewing at D-st? – BT Market Today
July gears up for red-hot Rs 16,000 crore IPO action; liquidity crunch brewing at D-st? (BT Market Today) 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 […]
Long-term investors rethinking sector exposure in a shifting global economy – Deccan Herald
Long-term investors rethinking sector exposure in a shifting global economy – Deccan Herald 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 […]
Mixed trend in Q1 provisional numbers – This CIO highlights weak urban consumption, strong rural and semi-urban growth – Daily Voice
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 – Business Line
‘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 – ET Now
Trump tariffs impact on Indian stock market – DECODED in 7 points and top sectors to watch – ET Now “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 […]
Stock Market Highlights 4 April 2025: Sensex, Nifty close sharply lower on US tariff announcement; metal index worst affected – Business Line
Stock Market Highlights 4 April 2025: Sensex, Nifty close sharply lower on US tariff announcement; metal index worst affected – Business Line 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 […]
Nifty slumps below 22,900, Sensex down over 950 points; Smallcap gauge slips 3% – Zee Business
Nifty slumps below 22,900, Sensex down over 950 points; Smallcap gauge slips 3% – Zee Business 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 […]
PMS Talk: Focus on small & midcaps to build multibaggers overtime, Arpit Agrawal decodes investment strategy – ET Markets
We focus on companies which have potential to generate operating cash ows (Small Cap) and free Cash Flows (Mid and Small Caps),” says Arpit Agrawal, Co-Founder & CIO of Electrum Portfolio Managers. In an interview with ETMarkets, Agrawal said: “We are believers in potential cash ow generation in the business rather than Protability in the […]