Alchemy Capital Management Pvt Ltd

“India is a growth market, not a value market”, says Alok Agarwal, CFA, CMT, Head - Quant & Fund Manager, Alchemy Capital Management, in conversation with Virendra Kumar and Harshada Sawant of CNBC_Awaaz on the Big Market Voices segment. They discuss sectoral trends in the next few years, insights on the banking and metal sectors, the Fed rate cut and its impact on rate cuts in India and FII inflows. Watch the full interview https://lnkd.in/d8t552Nh #alchemycapital #marketoutlook #marketviews #sectoraltrends #banking #metal #fedrate #ratecut #fiis

Deven Ved, Co-Fund Manager, Alchemy Capital Management, deconstructs Alchemy Ascent, a rule-based quant PMS strategy. The strategy is characterized by an unbiased and disciplined investing approach. Know more https://lnkd.in/dC9baGzn Connect with us https://lnkd.in/dqxBf-xi Alok Agarwal, #alchemycapital #quantpms #quantstrategy #rulebased #unbaised #datadriven #pms #alchemyascent #algostrategy #technology

Alok Agarwal, CFA, CMT, Head - Quant and Fund Manager at Alchemy Capital Management, in conversation with Srushti Vaidya of moneycontrol.com, discussed the benefits of quant-based investing, its stock selection process and the road ahead. Alok explained that focusing on retaining high performers could lead to long-term capital gains (LTCG) tax implications and stressed the importance of factoring in tax impacts when accessing overall performance. Read the full article here https://lnkd.in/dpp4VqN3 #alchemycapital #quantpms #quantinvesting #equities #marketcycle #power #defence #comsumercompanies #ltcg

We were delighted to host yet another insightful session in Cochin, where Alok Agarwal, CFA, CMT, Head- Quant & Fund Manager at Alchemy Capital Management Pvt Ltd provided an in-depth analysis of the Indian Equities Market Outlook & Opportunities. His expert take on the USD & INR perspective gave our attendees valuable insights into navigating the ever-evolving market landscape. Ankur Punj, Managing Director - National Head, Equirus Wealth, also addressed the audience, providing insights into recent market developments and emerging opportunities. We extend heartfelt thanks to everyone who attended and actively contributed to the discussions. Your thoughtful questions and engagement made the session truly impactful. Stay tuned as we continue to bring more opportunities to learn, grow, and invest smarter. We're committed to helping you thrive in today’s dynamic market environment!

In a recent CNBC-TV18 interview with Nigel Dsouza and Surabhi Upadhyay, Alok Agarwal, Head - Quant & Fund Manager, discusses the evolution of EVs in India, with insights into the autos, cyclicals, capex-oriented, and discretionary sectors. Alok believes that the EV sector is set for significant growth and is here to stay. Watch the full discussion here: https://lnkd.in/dmu9YPwh #alchemycapital #marketoutlook #evs #autos #thoughtleadership #cnbctv18 #alphamanagers #pms #aif #indianeconomy #markets

Client events are one of the easiest ways to connect with our clients and educate them about the markets. An informed client is a happier client Shout out to Alok Agarwal, CFA, CMT and team Alchemy Capital Management Pvt Ltd for supporting our Ernakulam Event Equirus Wealth Denny Thomas Sai Nair Sivakrishna A Sona Selastine

Wishing you festivities filled with divine blessings and the warmth of peace and prosperity. Happy Ganesh Chaturthi! #alchemycapital #ganeshchaturthi #warmth #peace #prosperity

In the September 2024 edition of Market Views, Hiren Ved, Director & CIO, Alchemy Capital Management, discusses the Q1FY25 results. He explains the reasons behind the subdued performance, including insights into sectoral trends and capital expenditure during the quarter. He also analyzes order inflow and the orderbook for some capital goods companies. Looking ahead, while Q1FY25 was largely affected by seasonal factors and elections, Hiren concludes that economic momentum should pick up in subsequent quarters. Watch the full video for more insights. https://lnkd.in/d9YYXX-X #alchemycapital #marketviews #quarterresults #sectoraltrends #capitalexpenditure #orderinflow #orderbook #capitalgoods #q1fy25 #q1results

𝐀𝐥𝐜𝐡𝐞𝐦𝐲 𝐀𝐬𝐜𝐞𝐧𝐭 𝐜𝐞𝐥𝐞𝐛𝐫𝐚𝐭𝐞𝐬 𝐢𝐭𝐬 5𝐭𝐡 𝐚𝐧𝐧𝐢𝐯𝐞𝐫𝐬𝐚𝐫𝐲 𝐭𝐨𝐝𝐚𝐲! We thank all our clients and partners for your continued trust and for entrusting us with your investments. Our flagship rule-based quant strategy has been leveraging data and technology in the pursuit of consistent alpha generation. Learn more about the strategy: https://lnkd.in/dC9baGzn Connect with us: https://lnkd.in/dBG7iiAh #alchemycapital #pms #strategy #ascent #quant #anniversary #5years Alok Agarwal, CFA, CMT Deven Ved

Double the smiles, double the fun, celebrating Twins Day at work! #alchemycapital #FunFriday #Twinsday