Tag: bets
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Gautam Duggad of Motilal Oswal bets on discretionary, midcaps & defence in FY26 playbook
Gautam Duggad, Head of Research, Institutional Equities at Motilal Oswal Financial Services, is doubling down on discretionary consumption, midcaps, and defence as key pillars...
SEBI study: Retail traders lose over ₹1 lakh crore in FY25 on derivatives bets
SEBI’s latest study on the equity derivatives segment shows early signs of cooling in the retail F&O frenzy following regulatory interventions. But investor losses...
Bandhan’s Manish Gunwani bets on undervalued consumer plays, favours AMCs and insurers
Manish Gunwani, Head of Equity at Bandhan AMC, which manages assets worth nearly ₹191.67 crore, believes India’s macroeconomic environment is turning favourable for equities,...
What fund flows reveal about the next global market bets: EPFR’s Cameron Brandt
Despite resilient equity markets, especially in the US, global investors are not buying the rally with conviction. Cameron Brandt, Director of Research at EPFR...
Salesforce bets big on India for next phase of AI growth
Salesforce’s ambitions for a billion-strong digital agent workforce may be rooted in Silicon Valley, but its engine is increasingly powered by India.In an exclusive...
