Alchemy Capital Management Pvt Ltd

In this edition of Market Views, Hiren Ved, Alok Agarwal, and Himani Shah, address the key fears on investors' minds on earnings growth, sector rotation, FII selling, China's stimulus and geopolitical risks. While we believe India is in a structural bull run, it's important to note that such bull runs do come with steep corrections, which also provide opportunities to invest. We hope this video helps address some of these fears. Don't miss the rapid-fire segment at the end. https://lnkd.in/dJtAMtv6 #alchemycapital #marketviews #marketoutlook #hirenved #alokagarwal #himanishah #vikramsamvat2081 #diwali2024 #diwalispecial #capex #nifty #nse #indiavschina

This Diwali, as we celebrate the festival of lights, we also celebrate India’s incredible growth story. Alchemy Capital Management wishes you and your loved ones a joyful and prosperous Diwali! #alchemycapital #vikramsamvat2081 #diwali2024 #happydiwali Alchemy Investment Management LLP

Team Alchemy came together for a vibrant Diwali celebration, lighting up the day with happiness and joy! #alchemycapital #happydiwali #diwali2024

In a recent interview, Ayesha Faridi Vengsarkar from ET NOW and Hiren Ved, Director & CIO of Alchemy Capital Management, discussed the current market landscape and shared insights on FII outflows. Hiren highlighted that premium consumption may continue to thrive, driven by growing wealth and a preference for high-end investments among the affluent segment. Watch the full video for more insights. https://lnkd.in/gu6AZFvn #alchemycapital #marketoutlook #vikramsamvat2081 #diwalispecial #equity #gold #realestate #diwali2024 #hirenved #premiumisation

The Indian economy is witnessing a significant resurgence in capital expenditure (capex), marking a pivotal point in the country's growth trajectory. In this article for The Economic Times, Alok Agarwal, Head – Quant & Fund Manager, Alchemy Capital Management, delves into the capex cycle, exploring its impact on India’s economy. He highlights some of the factors contributing to the revival of the current capex cycle. Read the full article here https://lnkd.in/dZN2r_SB #alchemycapital #capex #capitalexpenditure #thoughtleader #marketoutlook #defence #railways #energy #infrastructure #gdpgrowth #capexcycle

GIFT City is emerging as one of the leading financial destinations for global investors seeking exposure to India's equity markets. Additionally, it stands as the country's first sustainable Green City. The feature 'Funds in GIFT City: Scaling New Heights,' published by GIFT, offers a comprehensive overview of GIFT City, along with insights from various industry experts. IFSCA Official Alchemy Capital Management Pvt Ltd #alchemy #giftcity #alchemyinvestmentmanagement #thoughtleadership #indianmarkets #indianequity #globalinvestors #fundsatgiftcity

Alok Agarwal, Head-Quant & Fund Manager at Alchemy Capital Management, in an interview with Anuj Singhal and Virendra Kumar on CNBC_Awaaz's Big Market Voices segment. They discuss the latest market trends and insights on a few sectors. Alok believes India is in a capex-driven cycle and highlights the importance of focusing on sectors with growth visibility in the current market. Watch the full interview here https://lnkd.in/dvQU9eDh #alchemycapital #marketoutlook #markettrends #sectoraltrends #cement #auto #capex

In the evolving landscape of Indian business, digital-first companies are reshaping the game. Their ability to aggregate services, such as food delivery and quick commerce on an app, is enabling these companies to outpace traditional FMCG players, in our view. Read Dipti Sharma's article in LiveMint on why investors are embracing quick commerce platforms over FMCG stocks https://lnkd.in/dSNU9hmh. Watch Hiren Ved, Director and CIO, Alchemy Capital Management, share his insightful perspective on India's digital ecosystem here https://lnkd.in/djD8aYSx. #alchemycapital #marketoutlook #newagecompanies #digitalplatforms #fmcg

Team Alchemy embraced the festive spirit, celebrating the joy and togetherness of the season. Here's wishing everyone success, happiness, and the enduring triumph of good over all challenges. Happy Dusshera! #alchemycapital #dusshera2024 #happydusshera

In the October 2024 edition of Market Views, Hiren Ved, Director & CIO of Alchemy Capital Management, explores the JAM Trinity and analyses how new-age digital companies and platforms are reshaping industries, focusing on the rise of digital giants in India. He also compares the market capitalization of India’s internet companies with that of China, highlighting that India is still at a nascent stage with significant potential for growth. Watch Hiren share these exciting insights now. https://lnkd.in/dHV5Q4kP #alchemycapital #hirenved #marketoutlook #digitaldisruption #jamtrinity #jandhanyojna #aadhaar #mobile #digital #marketviews #pms #aif