Rajeev Thakkar

Rajeev Thakkar on hyper-competition, cash holdings and finding value in US and China

Markets are swinging without strong triggers to fuel a clear rally or correction. With GST cuts and tariff moves adding to the noise, stretched valuations in an intensely competitive landscape make a broad-based uptrend unlikely. Rajeev Thakkar unpacks these challenges, while elaborating on his overall investment philosophy, mistakes and learnings

Rajeev Thakkar on PPFAS MF’s cash position: ‘Not selling more than buying’

PPFAS MF held cash reserve of 20 percent in February, up 8 percent on month.

Market experts weigh in 2025's top sectoral picks- banks, NBFCs, infra, hospitality take centerstage

The banking sector emerged as the consensus' top pick, with expectations of an outperformance largely driven by RBI's policy pivot towards growth accommodation and attractive valuations.

Stock Market Crash: Don’t see major changes at policy level despite reduced majority, says PPFAS MF’s Rajeev Thakkar

Thakkar believes a coalition government may slightly delay decision-making but won't alter policy significantly, reassuring the market.

Banks well-placed, positive on IT, realty; liquidity tightness worrying: PPFAS’s Rajeev Thakkar

At the broader level, Thakkar feels one should not ignore tightening liquidity conditions as higher interest rates would start biting at some point

Indian economy has itself to blame: Fund managers

The QE taper has caused debt capital to leave emerging markets and has led to weakening of currencies and rise in interest rates. Spike in oil prices on account of Syria will also cause pain. Red tape, corruption and higher deficits on account of increased social entitlement spends are responsible for lower growth.

LISTEN IN: Move to invest in safe havens could reverse soon

There could be two possible outcomes going forward says Rajeev Thakkar, CEO of Parag Parikh Financial Advisory Services.

Fix local distribution before wooing foreign money in MFs

What the government and regulator needs to figure out urgently is ways to increase domestic retail inflows into mutual funds, writes Rajeev Thakkar, chief executive officer, Parag Parikh Financial Services.

Consider management quality in stock picking

One should first consider the quality of management while scouting for a company to invest, advises Rajeev Thakkar, CEO and Director, Parag Parikh Financial Advisory in an exclusive interview with Moneycontrol's Nasrin Sultana.

Portfolio Management service vs investing in mutual funds

Thinking of putting money in a PMS product? Here is what you should keep in mind.

Concerns over runaway rise in oil prices overdone: PPFAS

On one hand there is turmoil in the middle-east in countries like Tunisia, Egypt, Libya, Bahrain, Oman and Saudi Arabia, and on the other hand we have seen problems in a nuclear power plant in Japan. We have crude oil trading at above USD 100 and there is worry that the world economy could tip back into recession.

Budget focuses on infra, agriculture: Parag Parikh

The budget is an exercise where the Central Government lays out its resource raising and spending plans for the coming financial year. However it has historically been more than just that.