ETMarkets PMS Talk | Cash flow, return on capital key to identifying wealth creators: Priyankar Sarkar of Square 64
Priyankar Sarkar’s Square 64 Capital Advisors LLP’s multicap fund has delivered impressive returns, emphasizing consistent cash flow and ROCE. Their investment strategy focuses on value-oriented, high-quality businesses overlooked by the market. The fund maintains diversification through sector limits and tactical cash positions, navigating volatile markets with a cautious approach to valuations.
Wipro management on 10.9% surge in net YoY, deal wins & hopes for a better H2
Wipro’s Q1 performance was propelled by a robust $5 billion order book, including a significant $2.75 billion large deal. The company anticipates a stronger second half, driven by executing these wins and pursuing new opportunities. Despite macroeconomic uncertainties, Wipro sees strong pipelines in the Americas, Europe, and APMEA, particularly in BFSI, technology, and healthcare sectors.
ETMarkets Smart Talk: Next bullish phase for Indian markets likely after September 2025, says Samvitti Capital’s Prabhakar Kudva
Samvitti Capital’s S Prabhakar Kudva suggests Indian equities are consolidating after a strong rally, anticipating the next bullish phase post-September 2025. He emphasizes mid and small-caps’ growth potential, robust domestic liquidity, and possible FII inflows amid shifting global dynamics. Kudva highlights key sectors like Pharma, Auto Components, and Defence, viewing the current market as ideal […]
Mid and smallcaps expensive, selectivity crucial for investors: George Thomas
George Thomas of Quantum AMC advises investors to be selective due to high market valuations, anticipating lower but healthy returns in the coming years. He highlights froth in mid- and small-caps, favoring a bottom-up approach with a focus on auto ancillaries and select FMCG companies.
8 companies to trade ex-dividend from Tuesday. Last day to buy today
Several companies, including Happy Forgings and Siyaram Silk Mills, will trade ex-dividend starting July 22, 2025. To receive the declared dividends, investors must purchase shares before the close of trading on July 21, 2025. Voltamp Transformers offers a significant dividend of Rs 100 per share, while others like Wires & Fabriks provide smaller payouts.
Gold steady as investors await US trade talk updates, ECB decision
Gold prices saw minimal movement in early Asian trading, as investors are keenly awaiting developments from U.S. trade discussions and the European Central Bank’s upcoming policy decision this week. Market participants are also monitoring U.S. President Donald Trump’s tariff deadline, while in Japan, election results have weakened Prime Minister Shigeru Ishiba’s position.
Spunweb Nonwoven set to debut on NSE SME. GMP hints at healthy listing
Spunweb Nonwoven is set to list on the NSE SME platform following a highly successful IPO that was oversubscribed by 251.32 times. The IPO, priced at Rs 96 per share, witnessed strong demand across all investor categories, driving grey market premium up by 45%.
Is RIL’s strong profit growth sustainable amid rising capital expenditure?
Reliance Industries reported strong operating profit growth in the June quarter, driven by oil marketing, retail, and digital services. Excluding a one-time gain, operating profit and net profit grew by 15% and 25% respectively. The company saw growth in its O2C business, telecom subscriber base, and retail segment, with Motilal Oswal reiterating a “buy” rating […]
Brookfield, EQT close in on Gland Pharma, but rising stock a pain
The Chinese parent has diversified investments that range from healthcare to football clubs, asset management, banks, estate, hospitality, fashion and industrials. The conglomerate has a presence across the pharma value chain from manufacturing to diagnostics and medical devices. Shanghai Fosun Pharmaceutical Co. had acquired an 86% stake in Gland Pharma in 2016 from KKR for […]
Wall Street wants to make private markets a little more public
Private markets are booming, attracting retail investors as companies stay private longer. Assets have tripled since 2013 and are projected to reach $62 trillion by 2034. Regulatory changes and new platforms are expanding access, with firms like Forge Global lowering investment minimums, while the White House considers allowing 401(k) investments in private equity.