Peace is a strategy. #investing #life

Contrarian EPS The point is to adhere to Dharma, not walk to Siddhivinayak

Interaction with CNBC-TV18 - excess froth in markets have been cleaned out & expect an improving earnings trajectory as we end FY26 & FY27. Also expect a significant return of global flows -very different from what was seen in last 10 years… youtu.be/OL9Yz6Hiy8E?si…

Interaction with ET Now on sectors where we see relative pockets of value from a 3-5 year perspective with a deep dive on metals, FMCG, real estate and hospitality sectors youtu.be/vZQQfxJQfmg

“Sectors which underperformed earlier will outperform now – Pvt sector banks, cement, metals, Oil & Gas, FMCG, Insurance, Alcobev, Textiles, Chemicals” -Harish Krishnan, Co-CIO, ABSL Mutual Fund Other points below. No recommendation.

The multiplier effect

Are there any learnings of “man-made resets” for investors from Indian experience that apply to latest reset engineered by Donald Trump! My article in Moneycontrol - & how counter-intuitively one may look at lower bounds of uncertainty going ahead shorturl.at/L4ofa

Aditya Birla Sun Life AMC is reshaping its equity strategies by focussing on process consistency, leveraging quant tools for disciplined investing, and building higher conviction portfolios, says Harish Krishnan, Co-CIO and Head of Equity economictimes.indiatimes.com/mf/analysis/gr…

Aditya Birla Sun Life AMC is quietly engineering a comeback in its struggling equity strategies. Harish Krishnan, Co-CIO and Head-Equities at the fund house discusses with ET Wealth what's cooking behind the scenes. Also among the talking points: market scenario, tariff

When ET Wealth met up with Harish Krishnan,CFA, Co-Chief Investment Officer and Head-Equity at Birla Sunlife MF 70% of Krishnan's own money lies in equity, 25% is in fixed income and 5% in real estate. He believes that earnings upgrade will happen soon. However, expect a sector churn to

Market Masters | Seeing a lot of activity with private equity and promoter block deals, says Harish Krishnan, Co-CIO & Head of Equity, Aditya Birla Sun Life AMC. Tells Prashant Nair, Surabhi Upadhyay & Nigel D'Souza that he expects a stronger second half in terms of earnings.

"Despite near-term risks, believe H2FY26 earnings will be significantly stronger than H1FY26" - Mr. Harish Krishnan (Co-CIO, Aditya Birla AMC) Other points below. No recommendation.

TIL: Proportion of net cash companies (non financials) on the rise from about 20% in 2003 to 30% pre-Covid and 40% now! (Source: ICICI Securities Research)

We now have evidence of re-leveraging of balance sheets in aggregate as well! After a decade, debt issuance is now exceeding repayments by listed India Inc

Hopes of a #tradedeal between the #US and other countries, along with easing geopolitical tensions, have lifted market sentiment recently. Harish Krishnan,CFA, co-CIO and head of equity at Aditya Birla Sun Life AMC, tells Puneet Wadhwa in an interview that they have increased exposure to

Share of Top 100 in marketcap and earnings of Top 1000 profitable companies - from lows of 65% in 2022, Top 100 share of earnings has come back to pre Covid levels of 71%+, even as their share of marketcap continues to slide to 63%🤔