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Sushant Bhansali believes FY25 will be a stockpicker's market, where active fund management will have significant impact.
The expectation of the incumbent government returning to power and ensuring political continuity has led to an optimistic market sentiment.
Sushant Bhansali of Ambit Asset Management discusses market volatility, inflation impact, and investment strategies amidst rising equity culture and formalization of the economy, advising clients on strategic investment approaches.
In 1999-2000, the market cap of Asian Paints was ~$200m, just 2% of the largest consumer company then, Hindustan Unilever. Today Asian Paintss market cap is $35bn, more than 50% of Unilevers! Titan was a tiny cap during 2001-4 (the lowest was in 2001, a market cap of $25m, vs $40bn now!) when it entered the jewellery segment and changed the industry.
Sushant Bhansali expects the interim budget to strike a balance between road, railways and other infra projects