Alchemy Capital

Banks face credit growth, credit cost, NIM challenges: Alchemy Capital's Alok Agarwal

According to Agarwal, NIMs are expected to shrink due to anticipated decreases in repo rates, as downward rate cycles typically lead to their contraction

Live: Making sense of market movements with Hiren Ved of Alchemy Capital

After a stellar rally that 2023 saw the question now on investors mind is, if more correction is in the store. When will Nifty hit 25,000? After witnessing a volatile January, how will Indian equity market behave ahead of the Lok Sabha elections? Which themes, sectors and stocks should you be watching out for? To answer all these questions and to make sense of the market movements; catch Moneycontrol's N Mahalakshmi in conversation with Hiren Ved of Alchemy Capital.

Why Hiren Ved of Alchemy Capital emphasises caution when investing in new age companies

Hiren Ved shared his insights on various topics, including his preferences within the small-cap and mid-cap space, his sectoral bets, and the challenges associated with new-age companies.

Manufacturing sector is coming out from a 10-year slumber: Hiren Ved

"We have got the best earnings story in the last two years. Consensus is too bearish on earnings," the Alchemy Capital co-founder says

Great cos in difficult times can be the best bets: Hiren Ved

Asserting that over a period of time investors look for scale, sustainability and maturity in companies, Hiren Ved of Alchemy Capital said that great companies going through difficult times can be the best bets.

Domestic consumption plays still make sense: Alchemy Cap

A two-speed Indian market has seen slow-growth or leveraged companies tied to the global cycle witness cheap valuations while high-growth, domestic-focused firms have performed very well.

ITC looks expensive: Hiren Ved

Hiren Ved, Director & CIO at Alchemy Capital is of the view that ITC is looking expensive. "The stock will give a steady 10-15 percent return but there is not much scope for a P/E rerating in a stock," he adds.

Long-term investors should enter now: Alchemy

The Nifty and Sensex touched their life-time highs on Friday, buoyed by improvement in the macro data and better-than-expected second quarter earnings, says Hiren Ved, Director & CIO, Alchemy Capital. He believes it is the right time for long-term investors to enter the equity market.

Nifty to hit 4900 on poor macros; NBFCs attractive: Alchemy

The market continues to be volatile and fall all the way to 4900 because India is struggling to deal with it macro economic concerns, says Hiren Ved, Director & CIO Alchemy Capital. One can consider selectively buying technology and financial stocks now.

Largecaps to lead mkt recovery; bet on midcap IT: Alchemy

Over the last few days the market has suffered due to a poor breadth and midcaps in particular have taken a beating. Hiren Ved of Alchemy Capital Management expects the large caps to be better placed than the midcaps in the recovery cycle. He is also hopeful of healthier earnings in 2013 as compared to 2012.