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Shashi Tharoor, Supriya Sule among MPs leading multi-party delegations for diplomatic outreach on India-Pakistan conflict - The Hindu
- Shashi Tharoor, Supriya Sule among MPs leading multi-party delegations for diplomatic outreach on India-Pakistan conflict The Hindu
- 7 MPs To Carry Anti-Terror Message To World, Shashi Tharoor Gets Key Role NDTV
- ‘I will not be found wanting’: Shashi Tharoor to lead delegation on India’s anti-terror stand Hindustan Times
- 'Talent vacuum in BJP': Congress on reports of Shashi Tharoor leading delegation of MPs to expose Pakista Times of India
- Shashi Tharoor On Key Role In Centre's Diplomatic Outreach: 'When National Interest Is Involved...'- News18 News18
India’s Operation Sindoor hit three critical Pakistani airbases, prompting Pakistan to seek US help - OpIndia
- India’s Operation Sindoor hit three critical Pakistani airbases, prompting Pakistan to seek US help OpIndia
- India-Pakistan ceasefire updates: J&K to seek Central assistance for residents hit by Pakistan shelling The Hindu
- Trump just undermined America’s strategic partnership with India The Hill
- Operation Sindoor: Cold light of reason through fog of diplomacy The New Indian Express
- Global Push: Russia Joins US, China in Urging India-Pakistan Talks Resumption Deccan Herald
2025 Kia Carens Clavis Mid-spec HTK Plus Variant Explained In 20 Images - CarDekho
- 2025 Kia Carens Clavis Mid-spec HTK Plus Variant Explained In 20 Images CarDekho
- Kia Carens Clavis Review: Blending Practicality Of MPV With Feel Of SUV NDTV
- Is This India’s New Safest 7-Seater? MotorOctane
- 2025 Kia Carens Clavis Review Team-BHP
- Kia Carens Clavis in Pics: See Design, Road Presence, Features, Interior and More- News18 News18
These THREE things can reduce cancer risk by 60% - Times of India
These THREE things can reduce cancer risk by 60% Times of India
Angelina Jolie makes her comeback at Cannes Film Festival in sparkly nude gown; fans say ‘most beautiful woman in world’ - Hindustan Times
- Angelina Jolie makes her comeback at Cannes Film Festival in sparkly nude gown; fans say ‘most beautiful woman in world’ Hindustan Times
- Angelina Jolie's Glittering Nude Gown Steals The Spotlight At Cannes Film Festival 2025 NDTV
- Cannes Film Festival 2025 in Photos: Richard Linklater, Zoey Deutch, & Guillaume Marbeck at ‘New Wave’ Premiere Deadline
- 11 daring dresses that might be banned at the Cannes Film Festival if worn today Business Insider
- EXCLUSIVE: Angelina Jolie Named Godmother of Trophée Chopard Award in Cannes WWD
‘Elon will be jealous’: A prime minister got down on one knee with ‘namaste’ to greet Giorgia Meloni - Hindustan Times
- ‘Elon will be jealous’: A prime minister got down on one knee with ‘namaste’ to greet Giorgia Meloni Hindustan Times
- Watch: Albanian PM Kneels To Greet Italian PM Giorgia Meloni At EU Summit NDTV
- Watch: Albanian PM puts aside his umbrella, kneels in front of Georgina Meloni in Turin Times of India
- Albanian prime minister Edi Rama kneels with a 'namaste' to welcome Italian PM Meloni at Europe | Video India TV News
- Albanian PM kneels before Giorgia Meloni, folds hand for namaste | Watch The Financial Express
'India is elated and proud': PM Modi congratulates Neeraj Chopra for breaching 90m mark at Doha Diamond L - Times of India
- 'India is elated and proud': PM Modi congratulates Neeraj Chopra for breaching 90m mark at Doha Diamond L Times of India
- Neeraj Chopra finally breaches 90m barrier at Doha Diamond League | See pics Moneycontrol
- ‘Not mine but burden off Indians’ shoulders. Many said I won't be able to breach 90m': Neeraj Chopra after Doha success Hindustan Times
- PM Narendra Modi's 'Spectacular' Reaction As Neeraj Chopra Breaches 90m mark For 1st Time NDTV Sports
- 'India is elated and proud': PM Modi, Indian Army hail Neeraj Chopra for breaching 90m mark Firstpost
OnePlus 13s to launch soon: Check price in India, Dubai, specifications, design and more here - The Financial Express
- OnePlus 13s to launch soon: Check price in India, Dubai, specifications, design and more here The Financial Express
- OnePlus 13s price tipped ahead of India launch: Here’s how much it may cost Hindustan Times
- OnePlus 13s to come with lifetime warranty on display: What we know so far Business Standard
- OnePlus 13s teaser reveals all the colours ahead of launch FoneArena.com
- OnePlus 13s is Beautiful TelecomTalk
UN probes claims of Rohingya refugees forced off Indian ship into sea even as SC calls plea ‘beautifully crafted story' - Hindustan Times
- UN probes claims of Rohingya refugees forced off Indian ship into sea even as SC calls plea ‘beautifully crafted story' Hindustan Times
- Supreme Court irked by repeated PILs to stop Rohingya deportation Times of India
- "Fanciful Ideas": Top Court On Plea Claiming Rohingyas Dropped In Andaman Sea NDTV
- ‘Thrown Into the Sea’: How India Allegedly Deported 38 Rohingya Refugees Without Due Process TheWire
- 'Fanciful PILs': Supreme Court lashes out at frivolous petitions to block Rohingya deportation Firstpost
Israel launches ‘initial stages’ of new Gaza operation: Army - The Hindu
- Israel launches ‘initial stages’ of new Gaza operation: Army The Hindu
- LIVE: Israel kills 115 Palestinians in ‘opening moves’ of expanded Gaza war Al Jazeera
- Israeli strikes in Gaza kill more than 100 as Trump wraps up his Middle East visit The Hindu
- 120 people killed in overnight airstrikes on southern Gaza city Times of India
- Rescuers Say 100 Dead As Israel Launches Fresh Gaza Offensive NDTV
PMC conducts awareness campaign on occasion of National Dengue Day - Hindustan Times
- PMC conducts awareness campaign on occasion of National Dengue Day Hindustan Times
- National Dengue Day 2025: Follow These Tips To Stay Safe This Monsoon NDTV
- 15 dengue cases reported in Mysuru this year The Hindu
- Dengue cases dip due to preventive steps: Official Times of India
- Health Ministry declared May 16 as National Dengue Day in 2010 | Tap to know more | Inshorts Inshorts
iPhone 17, iPhone 17 Air, iPhone 17 Pro, iPhone 17 Pro Max may arrive in September: Check India price, camera specs, design changes and more - The Financial Express
- iPhone 17, iPhone 17 Air, iPhone 17 Pro, iPhone 17 Pro Max may arrive in September: Check India price, camera specs, design changes and more The Financial Express
- iPhone 17 Air design, specs, price India Today
- Apple iPhone 17 Pro Max: Launch date, features, specifications, and everything you need to know The Economic Times
- Alleged cases of iPhone 17 series leaked online: Here’s what to expect from the upcoming iPhone 17, iPhon Times of India
- Apple iPhone 17 series may launch in September with new 'Air' model: What we know so far CNBC TV18
India’s macro is robust, but markets lack clear value pockets: S Naren
"It would look at many of the two wheelers. So, you look at it, it would look at many of the segments of market which have done very badly over the last four to five years and that is how we came to this area," says S Naren, ED & CIO, ICICI Prudential AMC.So, let us now focus on a very basic investment approach which you have adopted over the years, which is buy fears, sell greed; be contrarian; try and buy what others are selling when you find value there. In that same spirit, you bought telecom, you bought into metals, you bought into banks. I can see one pocket of fear in the market, which is IT. Nobody likes it. Everybody has a view that nothing could go right on it. Is it a time now for you to put your long-term lens and start buying into it, especially IT services?S Naren: See, we are looking at it. Unfortunately, it is connected to the US market and US market is not yet value. US market has done extremely well. So, if we see some decent setback in the US market, we will certainly look at IT, that is where we are struggling at this point of time. But the reason why we came to looking at quality was, quality was a theme which had not done well from 2020 to 2024, that four years was bad. So, we said okay let us look at quality instead of value because quality was something which had done badly and we thought that relatively that is an area which peaked in 2020 and we thought that we can try that and that is how we came to quality and quality would definitely include it, would definitely look at FMCG. It would look at many of the two wheelers. So, you look at it, it would look at many of the segments of market which have done very badly over the last four to five years and that is how we came to this area. But it would certainly be part of it. But we are confused at this point of time because the sector is trading at a premium to pre-covid valuation and the sector is growing at much slower than pre-covid. So, if we had seen the valuations being slightly lower than pre-covid, it would be a very-very interesting contrarian opportunity. Why have you come up with a NFO which is called as a quality NFO because quality stocks are trading at a premium.S Naren: No, quality stocks always trade at a premium. You cannot expect quality stocks to trade at a premium. Your junk stocks are the ones which have to trade at a discount. So, it would trade at a premium. But what happens is that when you have a 12-year bull market, after 12 years people say that you can invest in junk, you can invest in anything and make money. If you look at the market, you would see that how much money is there in FMCG fund, how much money is there in consumption fund. All these funds have very little money. Whereas if you look at the amount of money which is there in smallcap funds, it is much-much higher. So, I would say that we have actually a 12-years of a big bull market, means that people want to actually take a lot of risk in equity and they do not want to be in the safest parts of the market whether it is largecap or quality, that is why first we came up with a fund called Minimum Variance which was focused on the defensive parts of largecap and then we said that we should look at quality. So, it is exactly the anti-thesis of what people are doing at this point of time. Debt, macros are great and given where bond yields are right now, are they also pricing in a near-perfect scenario and there is very little room for the debt market now to rally from here?S Naren: See it is a big problem because in India you look at it unlike US for example. In India, we are at the lowest interest rates in years on 10-year, whereas in US we are at possibly one of the highest interest rates in years on a 10-year basis. 10-year G-Sec is at except China and India, across the world you are at the highest yields in 10-year. So, it is very tough at this point of time for us to tell people that Indian debt is a great asset class, that is the challenge today. Neither is Indian debt a great asset class. Gold is even worse. So, one of the ways in which we judge how much an asset class is let us say moment too much in focus is the number of questions we are asked. Actually, the asset class which is most in vogue right now is gold. If you go for any meeting, the number of questions we get on gold is unbelievable at this point of time. So, gold is at all-time high. 10-year yields are at almost at all-time low, except in crisis periods it has never been at these yields. So, it has been a very-very tough period on where to put money at this point of time and that is why we tell people put money everywhere because there is no pocket where you can say that it is cheap, so you can put money there. Even two years back, for example, gold and silver were very-very interesting, so we actually thought it was very-very interesting, now even that does not look at this point of time, in fact it looks to be the darling asset class of Chinese investors and many of the global central banks of the world. So, it is a very-very tough time. So, I think it is a time where you allocate money across asset classes and not choose one asset class and at the same time today focus within every asset class on the safer parts of the asset class because of the way the markets are at this point of time. Does it mean that the markets are going to fall? No, because I think India is one of the best structural stories and where the macro has been handled brilliantly over the last decade. So, India does not look to be the market which is at risk at this point of time, but at the same time it is not a market which is value at this point in time.
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