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India’s Emerging Leadership: Insights by Achin Goel, Bonanza Portfolio
In our recent PMStimes E.N.G.A.G.E session, we hosted Achin Goel , Fund Manager at Bonanza Portfolio Ltd. , for a deep-dive into India’s market trajectory, sectoral tailwinds, and Bonanza’s distinctive investment DNA. The discussion offered a rare blend of on-ground market pulse, macro clarity, and pragmatic fund-management wisdom. A 30-Year House with a Multi-Layered Edge Achin opened with Bonanza’s evolution from a broking-first institution into a diversified wealth and as
Harbir Singh
Nov 15, 20253 min read


Fault Lines 2025: Geopolitics, Tariffs & India’s Next Moves
Geopolitics is no longer a background risk — it is the main script. In our recent PMStimes E.N.G.A.G.E. session, Manu Sharma, Partner at...
Harbir Singh
Aug 23, 20253 min read


Tariffs. Elections. Volatility.
Why Daljeet Singh Kohli Thinks This Is a Once-in-a-Decade Opportunity for Indian Equities In a world gripped by uncertainty — Trump...
Harbir Singh
Aug 8, 20253 min read


Riding the Cycle: Finding Alpha When the Index Runs Out of Steam
In the midst of rising global volatility and fresh trade tensions led by the U.S., PMStimes hosted a timely and insightful webinar with...
Harbir Singh
Aug 1, 20253 min read


Alpha in Transition: How Capgrow Capital Unlocks Value Through Special Situations
In a world where macro uncertainty, high interest rates, and geopolitical risk dominate headlines, investors are hunting for strategies...
Harbir Singh
Jul 18, 20253 min read


Decoding Private Credit: Risk-Adjusted Returns for Accredited Investors in India
Private credit in India is no longer a niche—it’s a rapidly maturing segment that promises real, risk-adjusted returns. In our latest...
Harbir Singh
Jul 13, 20253 min read


Beyond the Obvious: Rajesh Pherwani on Creating True Alpha in Indian Markets
In a recent live session hosted by PMStimes , seasoned fund manager Rajesh Pherwani , Founder & CIO of Valcreate Investment Managers LLP...
Harbir Singh
Jul 4, 20253 min read


Time To Think Global While Diversifying Your Portfolio
In today's interconnected global landscape, Indian investors are progressively seeking global products to broaden their investment...
Rahul Gauba
Feb 27, 20243 min read
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