Pravin Palande
They couldn't make Indians play squash or rugby, but made them run
What began as a quixotic proposal by two sport-loving brothers has grown into one of Asia’s largest marathons over two decades and a USD450 million ecosystem.
- Pravin Palande
- ET Prime
98 million SIP accounts power Indian equities. What if they stop?
In March, SIP inflows saw a record high of around INR32,000 crore even though the markets were down 10%. But fund managers say if retail investors don’t see returns for another 18 months, most of them will start pulling back.
- Pravin Palande
- ET Prime
Why India’s middle class won’t give up on Infosys and HDFC Bank
Many retail investors feel that the present fall in the prices of these two banking and IT stocks is a good opportunity to buy. A classic value strategy or a satisficing behaviour to ensure the least regrettable outcome?
- Pravin Palande
- ET Prime
Metal and PSU bank stocks are soaring. The HALO strategy explains why
JP Morgan’s new ‘HALO’ tag puts a name to what Indian markets are already doing. As the tech rally cools, investors are moving toward old-economy sectors with hard assets and steady earnings. In India, metals and PSU banks are leading that value shift
- Varsha SantoshPravin Palande
- ET Prime
Just 35 winners in 198 IPOs: How the IPO boom hit Indian investors
India’s IPO boom has bruised investors. Of 198 IPOs since 2024, only 64 remain in the green and just 35 have delivered sustained returns. The IPO index is down 8%, proving hype fades fast when market cycles turn.
- Pravin Palande
- ET Prime
Are pension funds creating a stock market bubble by pouring money into ETFs and index funds?
After Covid’s second wave, 92% of active fund managers lagged the index. Now, massive passive inflows — INR7,500 crore a month, led by EPFO-backed ETFs — are accused of inflating Nifty 50 stock prices. But is this surge quietly reshaping India’s markets?
- Pravin Palande
- ET Prime
Why high economic growth rate doesn’t translate into high stock returns
India’s GDP story dazzles, but markets refuse to follow the script. In FY2024-25, GDP grew 6.5%, while the Sensex rose just 5.9%. Returns hinge on earnings and cash flows, raising an uncomfortable question: is growth hype masking market reality?
- Pravin Palande
- ET Prime
Investors lost money on education firms in the past. Will PhysicsWallah be different?
So far things have worked well for the company, but the public market’s experience with education ventures has been bitter, to say the least. While expanding offline is not cost efficient, PhysicsWallah’s business runs a high dependency risk, as students come to the classes for specific teachers.
- Pravin PalandeManu P Toms
- ET Prime
Why Indians are buying real estate in Dubai rather than back home
Dubai’s property market is on fire — and Indians are fanning the flames. Drawn by high yields, tax breaks and the Golden Visa dream, they are snapping up homes faster than ever
- Pravin Palande
- THE ECONOMIC TIMES
Why are some investors seeing red over Lenskart’s ₹70,000cr valuation?
Lenskart’s IPO pricing has triggered an intense debate. Its bankers would point to high pre-IPO interest and anchor placement. But the real test begins now
- Manu P TomsPravin Palande
- THE ECONOMIC TIMES
If Wall St crashes as some predict, how will it affect Indian markets?
Former IMF chief economist Gita Gopinath is among those who are worried that if the US markets crash, it will have a huge impact across the world, and India won’t be spared
- Pravin Palande
- THE ECONOMIC TIMES
Why wealth managers are betting on big growth in tier-2 and 3 cities
Apart from metros, cities such as Ahmedabad, Surat and Jaipur have the highest number of dollar millionaires in India. Wealth management firms are focusing on these smaller cities where they see a big appetite for financial products
- Pravin PalandeVarsha Santosh
- THE ECONOMIC TIMES
How Ambani’s risky bet has now become Reliance’s superpower
Jio has emerged as an outlier for Reliance. Analysts now view Reliance as a late-stage startup chasing billion-dollar dreams. With telecom, retail and a $2tn green energy bet driving future growth, IPOs could unlock big value
- Pravin Palande
- THE ECONOMIC TIMES
Can investors bet on Varun Beverages to beat Ambani in cola wars?
While Campa Cola is still proving itself, Pepsi is a known and trusted brand. The cola market in India is large enough for multiple players, and with Ravi Jaipuria at the helm, Varun Beverages looks well-placed to stay on top of its game
- Pravin Palande
- THE ECONOMIC TIMES
Nestlé is facing multiple challenges. Is it still a good long-term bet?
In June, Nestlé India will be moved out of Sensex 30 to Sensex Next 30. The stock has remained flat for the past year. It has even underperformed the Nifty FMCG Index in the past five years. Can incoming CEO Manish Tiwary reverse the trend?
- Varsha SantoshPravin Palande
- THE ECONOMIC TIMES
Why investors are betting big on this stock after success of BrahMos
After Operation Sindoor, defence stocks are on an upswing. One company in particular, which makes electronics systems for Tejas fighter jets and BrahMos missiles, is seeing its shares flying
- Pravin Palande
- THE ECONOMIC TIMES
Should Indians follow Buffett’s lead and bet on Japanese stocks?
Value investors are eyeing Japan as the land of the rising sun wakes up from a long deflationary slumber. Even Warren Buffett is ditching US stocks for Japanese equities. Should Indian investors follow suit?
- Sunny VermaPravin Palande
- THE ECONOMIC TIMES
Are more bank stocks at risk of a meltdown like IndusInd Bank?
After IndusInd Bank reported a loss of ₹2,100 crore due to this trade, RBI wants to probe other banks to see if they have traded in similar kinds of derivatives that involved yen transactions
- Pravin PalandeSunny Verma
- THE ECONOMIC TIMES
Why you should consider these healthcare stocks in a volatile market
While browsing through low beta as a factor investment strategy, ET Prime stumbles upon the healthcare segment, which has ticked all the checkboxes where beta is low amid high returns
- Pravin PalandeVarsha Santosh
- THE ECONOMIC TIMES
SIP vs lumpsum: Which strategy will make you a crorepati faster?
SIP can be a great investment strategy if it’s used as part of one’s asset allocation. But does SIP guarantee higher returns as compared to a lumpsum investment?
- Himadri BuchPravin Palande
- THE ECONOMIC TIMES