Sameer Bhardwaj

69 posts

Sameer Bhardwaj

Sameer Bhardwaj

@sameerb_81

Senior Assistant Editor at ET Wealth. Covers stocks, mutual funds and investments. NISM Investment Advisor (XA & XB). NISM Research Analyst (XV)

New Delhi, India Katılım Kasım 2017
100 Takip Edilen117 Takipçiler
Sameer Bhardwaj retweetledi
Kayezad E Adajania
Kayezad E Adajania@kayezad·
Gold is up 11.7% in 2026. Equities? Firmly in the red. @ET_Wealth's TrendMap, put together by @sameerb_81, this week tracks 10 years of asset class returns. The lesson holds: no single asset wins every time. Out now.
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Kayezad E Adajania
Kayezad E Adajania@kayezad·
No single factor wins every year. That's the whole point. @ET_Wealth's TrendMap tracks 6 NSE factor indices across 10 years — and the message is clear: diversification isn't just advice, it's data. In 2026's slump, Value is the only strategy in the green (+2.5%). But Alpha leads the 10-year race at 18.7% CAGR. Momentum, the 2021 darling, is now -4.2%. With around 70-75 smart-beta funds in India chasing these very factors, knowing how each behaves across market cycles isn't optional; it's essential. Every week, ET Wealth's TrendMap cuts through the noise. Same lesson, fresh data. A tip: Even Quality — the worst performer over 10 years — returned 10.8% compounded returns. The worst factor still beats most asset classes over the long run. That's exactly why equity belongs in every investor's portfolio. @sameerb_81 puts together our latest TrendMap
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Kayezad E Adajania
Kayezad E Adajania@kayezad·
Smart-beta funds have slowly gained traction; roughly 56 such funds (and counting) are out there. Value was the clear winner among factors in 2025. Between 2018 and 2020, it was the worst of the six factor indices that we have accounted for. An interesting thing is that despite short-term blips, equities do well over the long term. The 10-year return roadmap shows that the least-performing factor is Quality, and even that has delivered a 11.8% return. Our weekly TrendMap, put together by @sameerb_81 . This week, we present factor indices, at @ET_Wealth
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Kayezad E Adajania
Kayezad E Adajania@kayezad·
It’s goodbye, 2025, and hello, 2026 at this week’s @ET_Wealth edition. 7 market experts tell us what 2026 might have in store for us. ++ A look back at 2025's top changes that impacted your money box. Do pick up a copy.
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Kayezad E Adajania
Kayezad E Adajania@kayezad·
Many experts had predicted that 2025 would be an excellent year for gold. But who knew that silver would be the clear winner? Presenting part 1 of the year-end edition of TrendMap by @ET_Wealth, a comparative study of various asset classes, investment categories, and classes. With returns of 128%, silver has beaten gold by a long margin. Equity has been a mixed bag, but the best equity asset class has been the large-caps, with a dismal return of 8.9%. Put together by @sameerb_81
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Kayezad E Adajania
Kayezad E Adajania@kayezad·
15 years is a long time, no? In 2010, India was the world's 9th largest economy. Today, we're 5th. The Nifty was at 5,971. It's now at 25,996. Gold cost ₹20,607 per 10 grams. Try ₹1,28,509 today. Back then, inflation was in double digits and eating into savings. Now it's below 3%. Interest rates have dropped from nearly 9% to around 6% for deposits. The rupee weakened from ₹45 to a dollar to almost ₹90, but the economy kept growing. What changed? GST. Digitization. Financial inclusion. Make in India. A services boom. Infrastructure spending. Demographic tailwinds. Policy reforms that actually stuck. The numbers tell the story: 10.4% CAGR for equities, 12.9% for gold. Both crushed inflation and FD returns by miles. Celebrating 15 years of @ET_Wealth this week. @vinaypandeyET @sruthijith
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Kayezad E Adajania
Kayezad E Adajania@kayezad·
Our 15th anniversary special edition of @ET_Wealth is out today. Do pick up your copy, we've got a real nice package for you. We spoke to 3 generations about how they navigated these last 15 years. Senior citizens, sandwich generations and Gen Zs on how their financial habits have changed and the money box maze. Fifteen experts tell us that one money habit, principle, or concept has become irrelevant and changed. What about the next 15 years? That one expense you need to plan for, right now. The big numbers: Sensex, PPF, Interest rates and much more...then & now @sruthijith @vinaypandeyET
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Kayezad E Adajania@kayezad

ET Wealth @ET_Wealth just turned 15. Thank you, dear reader, for being with us all these years, pushing us to do better and better. Here’s to the next 15. Do pick up our very special anniversary special edition this Monday, December 15. CC: @vinaypandeyET @sruthijith

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Kayezad E Adajania
Kayezad E Adajania@kayezad·
ET Wealth @ET_Wealth just turned 15. Thank you, dear reader, for being with us all these years, pushing us to do better and better. Here’s to the next 15. Do pick up our very special anniversary special edition this Monday, December 15. CC: @vinaypandeyET @sruthijith
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Sameer Bhardwaj@sameerb_81·
@samir01989 @kayezad @sruthijith The value of the index you have provided is in the local currency, whereas ET Wealth Trendmap has adjusted the index to INR. In other words, the Bovespa index value has been converted to INR using the applicable exchange rate while calculating returns.
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Kayezad E Adajania
Kayezad E Adajania@kayezad·
Brazil leads in 2025. Again. It's topped the charts 5 times this decade. But India, US, Germany, Japan, and Hong Kong have all had their winning years too. No market dominates forever, and timing the switches is near impossible. That's your case for global diversification right there. Check out our weekly TrendMap in @ET_Wealth, tracking a decade of equity performance. Put together by @sameerb_81
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Sameer Bhardwaj retweetledi
Kayezad E Adajania
Kayezad E Adajania@kayezad·
Which asset classes rule the roost? Gold and silver are perched right at the top in 2025, but thanks to their last 7-year run, they have also done well over the past 10 years. However, look at the 10-year run of all asset classes. The least-performing equity category (large cap) has returned 12.6%. That's not bad at all if you wish to reduce risk while still achieving equity returns. Debt lives up to its reputation. You need fixed-income investments in your portfolio to diversify. Our weekly TrendMap at @ET_Wealth, put together by @sameerb_81
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Kayezad E Adajania
Kayezad E Adajania@kayezad·
Sector rotate and that's why a diversified equity fund helps. What's the latest? Our @ET_Wealth weekly TrendMap this week shows that a strong demand lifts metals, but Information Technology has been hit by spending cuts. Put together by @sameerb_81
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Kayezad E Adajania
Kayezad E Adajania@kayezad·
We are keen to hear your experiences as a parent of kids attending international schools. Are the high fees worth it? International education claims to aim at the holistic development of the child, as opposed to what they claim is rote learning practised by Indian boards. Is this true? If your child has already graduated from international education, what have been their prospects? Senior college, jobs...has it made any difference? Has your child successfully gone abroad and assimilated into foreign education on foreign shores better because of the international schooling s/he did here in India? Would you recommend an international school or an Indian board? Why? Please share your experiences; we’d love to hear from you. @ET_Wealth @sruthijith @vinaypandeyET
Kayezad E Adajania@kayezad

Are international schools worth the cost? With fees scaling at Rs 25-30 lakh a year, international schools don’t come cheap. Still, parents are paying for a complete package: perceived quality education + future opportunities + social status + alignment with progressive values + stress-free childhood + global optionality. It's not just about overseas education; it's about buying a different childhood experience and a hedge against an uncertain future. But that’s not a ticket to success, as Delhi-based @shilpi75, whose daughter studies in an international school, found out. The present uncertainty prevailing in the US has forced a re-route in plans. On this Children's Day, Riju Mehta of @ET_Wealth dives deep into what drives parents to send their kids to international schools, and whether the hype and high cost are worth it.

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The Boring Money with Aniket🇮🇳
After gold and silver it seems other commodities are picking up the momentum. I read an article in this week's @ET_Wealth by @sameerb_81 capturing the reasons behind the momentum in non-ferrous metals. Few reasons mentioned in the article as follows: 1. Non-ferrous metal prices have been climbing steadily on the back of strong industrial demand, tight global supplies, a weaker USD and increased speculative activity. 2. The weaker USD-INR added to earnings support for Indian non ferrous players. 3. London Metal Exchange (LME) in Q2 FY25 saw sequential price appreciation in Copper (+3.1%), Aluminum (+6.9%) and Zinc (+7.2%). 4. Investment Information and Credit Rating Agency of India (ICRA) notes a sustained earning through the next year in the range of 7-9.5%. 5. Growth is driven by infrastructure, electrical and renewable energy sectors. 6. The top metal stocks are outperforming the Sensex’s 6.3% YTD return. To Conclude: India’s non-ferrous metal sector is may see resilient demand and a clear edge over global growth Attached snippets from the article on copper and aluminum outlook. #Commodities #outlook #ETwealth #articleread
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Sameer Bhardwaj@sameerb_81·
@dhirajsinha @kayezad Analysts have not specifically identified dependence on Motorola as a key risk factor. During the analyst call following the June quarter results, the management clarified that 80–85% of Motorola’s business is expected to remain with Dixon despite rising competition.
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Dhiraj Sinha
Dhiraj Sinha@dhirajsinha·
@kayezad Dixon - very high concentration on one customer i.e. Motorola. Has the analyst factored that risk
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Kayezad E Adajania
Kayezad E Adajania@kayezad·
Smart investing strategy: Companies whose profit growth consistently beats India's nominal GDP growth have been stellar long-term performers. Out of 2,400 companies analysed, only 303 met this earnings above GDP criterion over the last three years. The results speak volumes. These 303 companies delivered a 51.9% three-year CAGR versus just 21.9% for the Nifty 500 equal-weight index. Four standout names, all trading below their 5-year average PE ratios. The logic is compelling. Companies that consistently outpace economic growth often have strong operational efficiency, pricing power, and sustained demand resilience. Just remember to validate that revenue and operating profit trends support the PAT growth, and be cautious of distortions from exceptional items or temporary tax benefits. @sameerb_81 explains in this week's @ET_Wealth
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Kayezad E Adajania
Kayezad E Adajania@kayezad·
Procrastination is expensive. To build a Rs 1 crore corpus: Start at 25: Rs 2,861/month Start at 30: Rs 5,322/month Five years of delay = 86% higher monthly investment for the same goal. Time is your biggest asset when you're young. Use it. Beautifully explained by @sameerb_81 in this infographic, but the real deal is the story in this week's @ET_Wealth
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Kayezad E Adajania
Kayezad E Adajania@kayezad·
Low interest rates in Europe A rebound in the tech sector led to a surge in the HK markets Mixed economic signals in the US This is why it is important to diversify across international markets. @ET_Wealth's latest TrendMap, put together by @sameerb_81
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Kayezad E Adajania
Kayezad E Adajania@kayezad·
The power of mix: why portfolios need more than just equities. This week's TrendMap in @ET_Wealth highlights the most effective asset allocation combinations. In recent years, due to gold's phenomenal rise, an equal-weighted portfolio has consistently topped the charts year after year. On a 10-year basis, even a 10% gold has proved to be hugely beneficial. Put together by @sameerb_81 at ET Wealth (@EconomicTimes)
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