Growth & Value Multicap Model: How we built this Model Portfolio
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Growth & Value Multicap Model: How we built this Model Portfolio
This blog covers the Growth & Value Multicap Model, a strategy adapted for Indian markets and based on a globally followed investment framework focused on growth and value.
Learn why companies from the healthcare sector deserve a strategic place in every long-term investor’s portfolio through this blog.
Is India’s IT Sector at an Inflexion Point?
Billion-dollar bets on data centres, AI, and also layoffs from a legacy IT firm, tell us that it’s no longer just about scaling.
Low Inflation & India–US Mini Trade Deal: What Should Investors Focus On?
While India's inflation story is grabbing headlines, the mini US trade negotiations are also on the watchlist for investors. Read on.
Apollo Hospitals’ Restructuring Plan: A Prescription for India’s Pharma Industry?
Apollo Hospitals' restructuring can potentially bring innovation within the pharma space from a broader perspective.
EV Push Grows, but Auto Ancillaries Still Navigating Challenges
Auto ancillary firms closed FY25 in flux - rising EV bets at home, global weakness abroad, and margins all over the map.