Portfolio Talk

Portfolio Talk (Magazine)

Shah: 'Striking the right balance between growth and valuation is fundamental to our investment approach'

‘India Inc can deliver sustainable earnings growth’

Lancelot Joseph

08 Jun 2025

3 min read

Kothari: if your portfolio is tilted towards equity due to a rise in the equity market, shift from equity to another asset class and vice-versa

‘Build an ark, before predicting rain’

Lancelot Joseph

08 Mar 2021

3 min read

Menon: Our focus is on making sure that our investment platform is strong and consistent

PGIM's plan for financial freedom

Lancelot Joseph

30 Dec 2020

4 min read

Agarwal: the stock market is due for a 10-15 per cent correction

‘More headwinds than tailwinds’

Lancelot Joseph

10 Oct 2020

3 min read

Ganeshprasad Pradhan

'India favourite over China'

Lancelot Joseph

06 Sep 2020

3 min read