Hiren Ved

India’s manufacturers could gain meaningful market share, especially as the US imposes much higher tariffs on other Asian economies, Ved said.

India can ease Trump tariff risks by importing more US oil: Alchemy’s Hiren Ved

"If India were to restore US oil’s share to 9 percent, that alone could add $7.6 billion in imports, assuming a price of $70 per barrel," Ved estimated. "That’s enough to reduce a quarter of the trade surplus."

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.

Next two years will belong to large-cap IT, bank, new-age tech stocks: Hiren Ved

AI will force tech companies to spend on tech and cut down hiring of software engineers, according to Ved.

Sensex likely to hit 1-lakh mark by Christmas 2025, says Hiren Ved. These 2 sectors to drive rally

If this happens, the Sensex will deliver 43 percent returns in about two years, compounding at about 20 percent a year from current levels

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

Despite macro challenges, India holds golden opportunity to outshine most major economies: Experts

The differentiation about India and most other global economies is that India is a natural growth market, it is not necessary to stimulate the economy to drive growth, which is the case with many other large economies today

Market is in a short to medium term downtrend: Alchemy's Hiren Ved

Hiren Ved shared his views on CNBC-TV18 about market trends, high growth areas, and insurance stocks

D-Street Talk podcast | Hiren Ved lists out key lessons from SAMVAT 2076 & outlook for 2077

Creating the right balance between risk and opportunity is so very crucial to succeed and survive in the capital markets and make money from it, says Hiren Ved, Director & Chief Investment Officer at Alchemy Capital.

DAILY VOICE | Avoid high-beta stocks that could be vulnerable to external shocks: Hiren Ved of Alchemy Capital

The best way to invest is to drip feed – invest small amounts over a period of time. Timing the market is a dangerous strategy that could backfire.

Budget 2017: Game-changing taxes will provide sense of direction: Edelweiss

Speaking to CNBC-TV18, Vikas Khemani, President and Chief Executive Officer at Edelweiss Securities, said that fiscal deficit would be the number to watch.

Farm loan waivers pose risks; corp taxes must be lower: Alchemy

Hiren Ved, Director & CIO, Alchemy Capital Management says demonetisation has pushed the growth recovery by a couple of quarters and it is likely to pick up only in second half of CY17.

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.

Alchemy bullish on infra; says Budget expectations all-time low

Hiren Ved is bullish on select infra plays and says a bank recapitalisation number of over Rs 25,000 crore will be viewed positively by the market

Bottom difficult to call; mkt at attractive level: Alchemy Cap

During times of such volatility, Hiren Ved of Alchemy Capital Management says everything works on a day to day basis. "A little bit of better results, global markets are okay, then that adds to confidence because at this point in time there is too much fear on the streets," he says

See 12-15% earnings growth ahead; like Tata Motors: Alchemy

A lot of the correction in the Indian market was because of external factors than domestic ones. Hiren Ved of Alchemy Capital Management says India will continue to remain vulnerable to such corrections unless substantial growth is seen.

Expect more foreign participation; like pvt banks: Alchemy

Companies related to railways, renewables and infrastructure are also likely to benefit going ahead, said Hiren Ved.

Nifty‘s stellar run to continue in 2015? Not in IT: Experts

Experts see lower oil and commodity prices along with a potential slide in interest rates as key drivers of growth and even a revival in corporate earnings in the next quarter. Their outlook for IT stocks is not very upbeat owing, in short to medium term horizon, due to global factors and currency volatility among other factors

2015 to be good for mkt, see double-digit returns: Alchemy

Hiren Ved believes companies with good-shaped balance sheets will provide better returns in 2015.

Vote on Account is already discounted by market: Alchemy

Hiren Ved, Director & CIO, Alchemy Capital Management expects the interim Budget on Monday to be a non-event for the market. He says finance minister P Chidambaram might choose to cut plan/ non-plan expenditure to curb fiscal deficit. He believes the market already discounted Vote on Account.

Interact with CNBC-TV18: Pharma sector doing well, will continue to do so: Hiren Ved

Hiren Ved, Director & CIO, Alchemy Capital Management says he doesn‘t look at pharmaceutical as defensive or non defensive. He says the sector is doing extremely well and growth will continue irrespective. It is not as if the new government comes and the pharma sector will have no scope for growth and appreciation

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.