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Understanding Market Cycles To Navigate Volatility | The Portfolio Manager | NDTV Profit

March 2024 • 1 min read

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Daily Voice | Financials continue to be in a sweet spot, says Naveen Chandramohan of ITUS Capital

August 2023

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Daily Voice | India entering supply-side growth cycle, these 5 sectors look promising

July 2023

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Daily Voice | Don’t see US debt ceiling affect equity markets from a structural perspective, says this fund manager

May 2023

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Daily Voice | Managements across core businesses of economy extremely optimistic backed by strong earnings, says this fund manager

February 2023

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Daily Voice | This fund manager believes capital flows to spiral in India over next 3 years

November 2022

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Daily Voice | This fund manager expects a robust September quarter for banking & financials and manufacturing themes

October 2022

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ETMarkets Smart Talk: Why this Fund Manager is happy to watch rally in Adani stocks from sidelines

September 2022

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Time Ripe To Invest In Nykaa, Zomato Or PB Fintech? | Naveen Chandramohan

August 2022

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Investment Approach in the Post-Covid world | Growth or Value Investing? | Naveen Chandramohan

June 2022

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Cash Flows Today for Sustainable Returns Tomorrow | Naveen Chandramohan | Vikas Agrawal

April 2022

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Daily Voice | Would not be surprised if we continue to see higher oil prices: Naveen Chandramohan

April 2022

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Dos And Don’ts Of Investing In New-age Companies? | Naveen Chandramohan

March 2022

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Daily Voice | Don’t want to own real estate stocks given little margin of safety, but have realty ancillary businesses: Naveen Chandramohan

March 2022

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Investing In A Volatile Market | Spending on IT has become a necessity today | Naveen Chandramohan

February 2022

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Dalal Street Voice: Bottom-up stock picking and portfolio sizing would drive returns post Budget 2022: Naveen Chandramohan

February 2022

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2022 – Year of the Tiger and what it means for India! – Naveen Chandramohan of ITUS Capital

January 2022

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Daily Voice | Budget should focus on driving efficiency in balance sheets, than hiking FPI in PSU banks, says Naveen Chandramohan of ITUS Capital

January 2022

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Stay invested as next decade belongs to India: Naveen Chandramohan of ITUS Capital

December 2021

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Daily Voice | Two themes to bet on with a 3-year horizon, says Naveen Chandramohan of ITUS Capital

November 2021

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Dalal Street Voice: Naveen Chandramohan with over 15 years of experience drills down process on how to pick wealth creators

November 2021

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PE Multiples: Does the number paint the full picture, decodes Naveen Chandramohan

November 2021

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Dalal Street Voice: Over next 10 years, I expect the MF industry to be at Rs 100 lakh cr.

October 2021

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Don’t be very surprised by Moody’s outlook improvement, RBI unlikely to think about exit policy soon.

October 2021

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How does one approach equity at an all-time high?

October 2021

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Investing in growth is a sustainable way to grow capital: Founder, ITUS Capital

August 2021

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‘Market returns of last year or so not sustainable, time to turn cautious’

August 2021

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Growth & comfort from rear-view mirror

July 2021

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Why is growth investing never easy: Learnings from a few popular cases

July 2021

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Zomato IPO expected to do well given the investor interest, but doesn’t seem like a multibagger story

July 2021

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India has migrated from service based economy to value based economy

July 2021

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Zomato IPO could see highest-ever oversubscription

June 2021

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Time to invest and look at India with optimism

June 2021

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Next 1.5 years ripe for IPOs; expect larger issues than previous two cycles

June 2021

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‘In short term, momentum in market to be driven by flows. Volatility to remain high’

June 2021

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What does long-term mean any more for the Indian Investor?

May 2021

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Banking, IT & Consumer should continue to drive market cap beyond $3 trillion

May 2021

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Naveen Chandramohan believes in 4 broad themes that every investor should own in portfolio

May 2021

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Constructing a portfolio in India, amidst uncertainty | ITUS Capital | PMS AIF World

May 2021

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