Tag Archives: valuations

Cherry-picking midcaps in the earnings season…

Price performance of stocks post-earnings will tell you how close the results were to the market expectations. Unless companies that witnessed an impressive growth in Q4FY20 perform miserably and give a negative outlook, markets might prefer to look beyond Q2 and Q3 in their case.

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FMCG: Moving fast in the times of cyclones and pandemic

FMCG

Coronavirus pandemic is reshaping business dynamics even for the most stable industries, such as FMCG. During the pandemic, consumer preferences have undergone a sea change.

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In conversation with Cheenu Gupta-Fund Manager of Canara Robeco Equity Tax Saver

In an insightful interview with Ventura, Ms Cheenu Gupta—Co-fund Manager of Canara Robeco Equity Tax Saver touches upon macro and micro economic indicators and their effects on the positioning of the fund.

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