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The Latest Breaking News from Aditya Shah

Why is Parag Parikh Flexi Cap Fund still a top recommendation despite underperformance? Expert explains

Despite recent underperformance, experts continue recommending Parag Parikh Flexi Cap Fund for its consistent long-term, risk-adjusted returns and disciplined large-cap bias. They advise investors to evaluate funds over complete market cycles instead of chasing short-term performance or recent category leaders.

The Economic Times

SIP in stocks or mutual funds: Which strategy offers better returns?

Should investors choose SIPs in stocks or mutual funds? According to Hercules Advisors founder Aditya Shah, while direct equities may offer higher returns, they demand constant monitoring and carry greater risks. For senior citizens and passive investors, diversified mutual funds with professional management and appropriate asset allocation can be a…

The Economic Times

Delayed monsoon may weigh on auto demand, but long-term outlook stays strong: Aditya Shah

A delayed monsoon poses a temporary challenge to rural auto demand, particularly for tractors and two-wheelers, but the sector's long-term outlook remains robust. Experts highlight auto ancillaries as a key growth area, with electric mobility a significant long-term theme. Financials, especially Kotak Mahindra Bank and private sector lenders, along with…

The Economic Times

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Aditya Shah favors domestic growth themes, stays bullish on IT and infrastructure sector

Aditya Shah of Hercules Advisors identifies EPC companies with strong order books as key infrastructure opportunities, favoring players like Ahluwalia Contracts and PSP Projects. He remains constructive on IT despite AI concerns, highlighting TCS and HCL Tech for their dividend yields. Shah also sees value in ITC due to its…

The Economic Times

Aditya Shah calls for complete removal of LTCG for foreign investors amid FPI outflows

Aditya Shah of Hercules Advisors urges India to abolish its long-term capital gains tax on equities for foreign investors, arguing it deters crucial portfolio inflows. He contends that removing the tax is the only credible signal to attract foreign capital, which is vital for lowering the cost of capital and…

The Economic Times

IT sector a contrarian opportunity at current valuations: Aditya Shah

Aditya Shah of Hercules Advisors identifies power, banking, chemicals, and real estate as promising sectors for long-term growth amidst global uncertainty. While cautious on EMS due to valuations, he sees potential in quick commerce players demonstrating disciplined execution and profitability, favoring Blinkit currently.

The Economic Times

Gold stocks still overvalued despite market correction: Aditya Shah

Indian markets experienced volatility as geopolitical tensions and rising fuel prices fueled investor caution, leading to a shift towards defensive sectors. Despite near-term range-bound trading, long-term opportunities are seen in select sectors, though gold stocks and capital goods face valuation concerns.

The Economic Times

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