At this month’s Global Salon in New York, Hiren Ved, chief investment officer of Mumbai-based investment fund Alchemy Capital Management, discussed the Indian markets and economy in a global context ...
Despite near-term concerns about tariffs, he noted that they remain constructive on pharma. "We did get an opportunity because of the tariff issues where sectors like pharma corrected quite sharply.
Hiren Ved, Director & CIO of Alchemy Capital says India’s outflow of foreign investments to China is tactical however disappointing Chinese stimulus details may reverse that flow, projecting India's ...
A trade deal with the US is important for India, but even without it, there are enough triggers to drive earnings growth and take the markets out of the consolidation phase, according to Hiren Ved of ...
If you can’t be superlative, you should be good! On that count the budget was not just good, but very good. The budget achieves a fine balance of maintaining fiscal discipline (though the markets ...
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Fiscal and monetary easing set stage for market upside ahead of festive season: Hiren Ved
As the festive season approaches, market sentiment appears cautiously optimistic. Despite the benchmark indices remaining range-bound, there’s a growing sense that the economy could soon regain its ...
India’s long-term growth story remains strong, but investors will need to dial down the IPO exuberance and lean into stock selection, say veteran market voices. At the PMS Bazaar Summit 2025, Hiren ...
In 2001 Goldman Sachs’ Jim O’Neill coined the acronym BRIC for the four emerging economies of Brazil, Russia, India and China. He argued that the BRIC countries were poised for a takeoff, uncoupled ...
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