Tag: themes
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Healthcare, engineering and specialty chemicals remain key market themes: Mayuresh Joshi
Mayuresh Joshi, Director Research at Marketsmith India, believes execution will remain key for companies like Suzlon, while healthcare, engineering and select speciality chemical names...
Defence, exports and platform companies among top market themes: Envision’s Nilesh Shah
Envision Capital founder Nilesh Shah believes India’s new-age platform companies are entering a multi-year growth cycle similar to the IT services boom of the...
Sandip Sabharwal remains bullish on FMCG, retail and defence themes
Indian equity markets may be poised for another leg higher in the coming months as strong corporate earnings, resilient consumer demand, and hopes of...
Defence, power themes attract interest, but challenges persist: Anand Tandon
The recent surge in equity markets has caught many investors off guard, prompting a more cautious stance among market participants. Despite the strong recovery,...
Devang Mehta bets on capex, power themes; sees retail recovery, cautious on IT
Devang Mehta, Deputy Managing Director & CIO - Equity NDPMS, Spark Private Wealth Management, said consumption trends are improving with demand and margins showing...
