Tag: Capitals
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IME Capital’s Ashi Anand bets on AI-linked capital goods firms, exits IT and real estate
Ashi Anand, Founder and CEO of IME Capital, said his firm has allocated around 10% of its portfolio to companies connected to global power...
Why PSU banks look stronger than private lenders right now: PL Capital’s Amisha Vora explains
Amisha Vora, Chairperson & MD, PL Capital, believes PSU banks look more attractive than private banks due to their stronger ability to raise low-cost...
Geosphere Capital’s Arvind Sanger skeptical on Trump-Xi deal, warns oil threatens AI rally
Arvind Sanger, Managing Partner at Geosphere Capital Management, says markets are misreading the Trump-Xi Jinping summit in Beijing, warning that the Iran war and...
UltraTech stays Avvashya Capital’s top pick as Ambuja, Shree shift focus to profitability
Avvashya Capital Fund Manager Mangesh Bhadang believes the Indian cement industry is finally becoming more disciplined after years of aggressive capacity expansion. He said...
AI wave exposes ‘structural cracks’ in Indian IT; Envision Capital’s Nilesh Shah warns of slow pivot
The artificial intelligence wave is exposing deep structural cracks in India’s IT services model, with Nilesh Shah warning that large firms may struggle to...
