Where should you invest now if you have cash?

“We are largely fully invested and we can only buy when new money comes in. Our big bets remain in technology; we have some exposure to specialty chemicals and pharma. Consumer discretionary and all sectors that are opening up There is opportunity in. Also, we remain bullish and,” says Hiren Veda, Co-Founder, CEO, Director and … Read more

The bull market persists but is more stock specific; Where to invest now?

“The bull market in metals persists, but this space is extremely volatile and more than micro factors, macro factors have a huge impact on the behavior of metal stocks, not necessarily metals companies,” says Hiren Veda, Co-Founder, CEO, Director and CIO, alchemy capital management Monday made us restless. Do you think we have peaked for … Read more

Where to look for the hidden gems that can take this bull market higher?

The days of making easy money are over. One has to be very patient, pick stocks and this will be a good time for active managers, says Hiren Veda, Co-Founder, CEO, Director and CIO, alchemy capital management, How should the portfolio look? Value investors may be wondering, what are we doing here?Amidst the massive media … Read more

Is Nykaa more valuable than Britannia or Marico? What that means for investors

“I continue to bullish the broader markets. The breadth will continue to improve as the bull market matures. But we are still in the early stages of this bull market,” says Hiren Veda, Co-Founder, CEO, Director and CIO, alchemy capital management, Nykaa has a market cap of Rs 1 lakh crore, which makes it more … Read more