Global Markets in Flux: How to Position Portfolio & What to Expect in FY26
April 21 2025 : Further Weakness In IT May Emerge Due To Rise Of AI & Ongoing Economic Uncertainty Sameeksha Cap
September 5 2024 : PSU Stocks Look Expensive, Froth Across The Board’ | Bhavin Shah Shares Market Views
July 1 2024 : Global View Of Indian Markets, NRIs & FIIs Facing FOMO From Equity Returns Bhavin Shah’s Portfolio
May 22 2024 : Key Market Strategies By Bhavin Shah
April 22 2024: Investors Need To Be Mindful Of Growth Rates Before Investing In IT Stocks Sameeksha Capital
March 13 2024 : Liquidity in small and midcaps in india is very thin – Interview with CNBC TV 18
February 6 2024 : IT continues to look attractive as the cos are creating huge cash flows – Interview with CNBC TV 18
December 21 2023 : Sameeksha Capital – India’s Growth Momentum could sustain for fairly long period – Interview with CNBC TV18
December 13 2023 : Bhavin Shah Speaks on Sector outlook and Investment Strategies on ET NOW
September 25 2023 : Bhavin Shah Speaks on market outlook, valuation as well as sector opportunities – on ET NOW
July 21 2023 : Interview with PMS AIF World
July 8 2023 : Interview with PMS AIF World
June 12 2023 : Bhavin Shah Speaks On Alpha Creation Strategy –On BQ Prime
January 16 2023 : Bhavin Shah Speaks On Top Investment best for 2023 –On BQ Prime
June 29 2022 : Bhavin Shah Speaks On Market Outlook & Sectors To Bet On – On CNBCTV18
May 30 2022 : Bhavin Shah Shares The Stocks He Likes In The Current Market – On CNBCTV18
March 3 2022 : Bhavin Shah Shares Impact Of Geopolitical Tensions On Indian Markets – On CNBCTV18
January 6 2022 : Bhavin Shah Discusses The Market Fundamentals – On CNBCTV18
November 29 2021 : Talking Point With Sameeksha Capital’s Bhavin Shah – On BQ Prime
November 26 2021 : Exclusive conversation with Bhavin Shah – On ET Now Swadesh
November 22 2021 : Bhavin Shah Discusses The Market Fundamentals – On CNBCTV18
November 3 2021 : Bhavin Shah talks on the current market trends in the technology sector – On ETnow
October 22 2021 : Bhavin Shah Shares His Views On Nifty Fall – On CNBCTV18
August 31 2021 : How should investors spot value and place themselves in the current market? Bhavin Shah views on these answers and understand the way forward with select stocks and sectors – On CNBCTV18
August 10 2021: Bhavin Shah’s Views on CSB Bank, Escorts, Rites & IPCA Laboratories – On CNBCTV18
July 19 2021: RelianceRetail will acquire a 40.95% stake in JustDial for Rs 3,497 cr. discussion – On CNBCTV18
July 14 2021 : Delectable Long-Term Returns? | The Market | ET Now – Zomato IPO Interiew
July 14 2021 : Opportunities For Investors In Zomato IPO | Bazaar Corporate Radar – On ET Now
April 29 2020 : Incubating Food ordering Culture – On ET Now
February 28 2020 : Nifty’s Big Drop Since February 2018 – Bloomberg
January 10 2020 : Special On Top Performing Fund Managers of 2019 – On Bloomberg Quint
November 27 2019 : Market facing Resistance at higher levels – On BQ Prime
November 21 2019 : CNBC Awaaz
August 26 2019 : Govt’s Stimulus Measures Will Help Revive Growth – On BTVI
Among The Most Successful Professionals In Equities; Rated The #1 Technology Sector Analyst In Institutional Investors Polls For A Decade. Highly Respected Among Peers For His Path-Breaking Work And Thought Leadership. Rose From An Associate To Managing Director Within A Span Of Six Years In The Investment Banking Industry
Twenty Years Of Experience Building Top Research Franchises: Seven Years As Managing Director And The Global Head Of Technology At JP Morgan, Six Years As Director And Head Of Asia Pacific Technology At Credit Suisse And Five Years As Founder Of Equirus SecuritiesTrack Record Of Innovation And Excellence In Equity Research
Anchored The Rise Of Credit Suisse From An Unknown Name In Asian Equities To A Number One Ranked Firm In Asian Equities; Head Of Asia Pacific Tech Research
Credited For Building Top Ranked Global As Well As Asian Tech Research Practice At JP Morgan As MD And Global Head Of Tech Research; Made Defining Contribution To Enable JPMorgan To Move From An Also-Ran Player To A Top Global Name In Equity Research
Built A Very Profitable And Award Winning Indian Equity Business At Equirus From Scratch On A Tiny Budget; Achieved Number Two Ranking In Asia For Idea Performance
Impeccable Track Record Of Identifying True Long Term Winners Ahead Of Others Including Samsung Electronics, TSMC, Infosys And TCS And Guiding Investors To Stay Clear Of Laggards Such As UMC And SMIC Years Ahead Of Consensus.
Mind Of An Engineer, Worked In A Team That Designed The World’s Fastest Microprocessor With A Manta “Paranoia Is The Safest Frame Of Mind”. Awarded Two US Patents.
Work Experience Of Designing The World’s Fastest Microprocessors Based On Cutting Edge Technology For Which He Jointly Holds Two US Patents
Best In Class Business Education From The World Renowned Business School: Double Major In Economics And Finance, Beta Gamma Sigma Cum Laude From The University Of Chicago Booth. Excelled In Studies Under World Renowned Faculty Such As Dr. Raghuram Rajan, Former Governor Of The Reserve Bank Of India
