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31 Mar 2021

Markets can deliver 15-20% CAGR return over the next 5 yrs: Pankaj Murarka

There is deep value in many PSU stocks as they have had significant valuation derating over the last 10 years  Read More

30 Sep 2020

Three Sectors Pankaj Murarka Sees Booming In The Next Decade

Pharmaceuticals, technology and manufacturing are three themes that will play out well in India over the next decade,....  Read More

24 April 2020

Renaissance Investment’s Pankaj Murarka Says This Is An ‘Essential Metric’ For Investing Amid Rout

As India is yet to recover from the Covid-19 pandemic and earnings outlook looks hazy for the next few quarters,....  Read More

23 Mar 2020

Buy large-cap stocks that are available at extremely attractive valuations: Pankaj Murarka

How are you dealing with what is happening right now? Is there eagerness from your clients....  Read More

23 Mar 2020

Epidemics, Humanities, Economy & Markets - A Perspective

The last few weeks have been surreal. March is shaping up to be the most miserable month of the millennium....  Read More

16 Jul 2019

The Case for P/E De-rating of Indian Markets

India is the most expensive equity market globally, Indian markets trade at 19 times FY20 expected earnings...  Read More

18 Apr 2019

Mortality Risk in Small-cap Investing

There is no sure thing when it comes to investing. Investing is a game of probability and in any game...  Read More

15 Mar 2019

Web Exclusive NBFC sector to see massive consolidation ahead: Pankaj Murarka

Swati Verma | Updated: Mar 15, 2019, 09:04 IST

From here on, there will be a differentiation between men and boys in the NBFC sector, Murarka says...  Read More

18 Jan 2019

Markets Manager Who Dodged Global Crisis Sees 20-Year Bull Run in India

Ameya Karve | Updated: Jan 18, 2019, 12:30 AM GMT+5:30

In his two-decade career as an asset manager, Pankaj Murarka hasn’t shied from calling...  Read More

03 Dec 2018

The road ahead for equity in 2019

renaissanceinvest | Updated: Dec 03, 2018

Global economies have been doing well with strong growth recoveries in G7...  Read More

28 Oct 2018

Why 2018 is not like 2013 for India

renaissanceinvest | Updated: Oct 28, 2018

The recent macroeconomic volatility, including rising oil prices, falling currencies...  Read More

26 Nov 2018

Indian Economy at an Inflection Point

renaissanceinvest | Updated: Nov 26, 2018, 3:23 PM IST

Indian economy is at an important inflection point ...  Read More

15 Oct 2018

Banks have reached NPA cyclical peak

Mydigitalfc | Updated: Oct 15, 2018, 6:10 PM IST

Steep hike in crude oil prices and alarming ...  Read More

3 Oct 2018

Indian Equities Experiencing The Nifty–Fifty Bubble That

Thefinapolis | Updated: Oct 3, 2018, 6:45 PM IST

Stock markets have been subdued for quite ...  Read More

13 Sep 2018

India's 3-Dimensional Transition for Escape Velocity

Hedge Connection | Updated: Sep 13, 2018, 11:00 AM IST

India’s economic growth has been below potential for over 4 years ...  Read More

30 Jul 2018

Indian economy has gone through an industrial recession: Pankaj Murarka

Business Standard | Updated: Jul 30, 2018, 17:26 PM IST

Pankaj Murarka, the founder of India Next Fund, says manufacturing ...  Read More

21 May 2018

India still remains one of the most exciting growth stories to bet on: Pankaj Murarka

ET Now | Updated: May 21, 2018, 05.26 PM IST

For an investor with a medium-term perspective, there are lots of opportunities around the ...  Read More

22 Feb 2018

Bullish on these 4 sectors in next 12-14 months: Pankaj Murarka

ET Now | Updated: Feb 22, 2018, 05.22 PM IST

Talking to ET Now, Pankaj Murarka, Founder, Renaissance Investment Managers, says we...  Read More

20 Sep 2017

Hello RBI, your inflation fight may be missing forest for the trees

ET CONTRIBUTORS | Updated: Sep 20, 2017, 09.53 AM IST

By now it is more than apparent that the MPC (the Monetary Policy Committee of the RBI) has been...  Read More

30 Aug 2017

Green shoots in select sectors for medium to long-term investors: Pankaj Murarka

ET Now | Updated: Aug 30, 2017, 03.32 PM IST

Bullish on private sector banks and auto industrials, says Pankaj Murarka, Market Expert...  Read More

11 May 2017

Expansion in valuation can't go on forever

ET Bureau | Updated: May 11, 2017, 10.56 AM IST

Stock market investors yearn for bull markets and bubbles. This is the most fascinating aspect...  Read More

25 May 2014

In Search of a Leader

ET Magazine Point | Updated: May 25-31, 2014

India needs a visionary like Lee Kaun Yew who pulled Singapore...  Read More


CII Financial Market Conclave 2019