Jatin Khemani

Noisy promoters, information overload make spotting mid, small cap winners tough: Jatin Khemani

Sifting through all the information and competing with others racing in the mad scramble will require a deeper understanding of the industry and the company, says Jatin Khemani.

Stalwart’s Khemani is betting on agrochemical and agro processing companies

The outlook for the agrochemical sector is dull at the moment, but Khemani is confident the cycle will turn. Similarly, he feels that the downcycle in the agroprocessing sector may be nearing its end. 

Indian markets at crossroads: 'Focus on Return of Capital, not Return on Capital'

Today, India’s global position is very similar to that mid-cap company which is trading at rich valuations however undergoing some structural changes having potential to change its very orbit.

BLOG: Price to earnings a good yardstick to judge stock valuation, but use it in context

Wizards of Dalal Street: Analyse biz Vs stocks, says Khemani

In a special series Wizards of Dalal Street - A Fresh Breeze, Ramesh Damani caught up with Jatin Khemani, Founder & MD of Stalwart Investment Advisors.