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Veteran investors including Ramesh Damani, Hiren Ved, Atul Suri, Nilesh Shah and Sridhar Sivaram, after casting their votes, shared their expectations and the sectors poised for continued growth
Indian shares fell on Wednesday, snapping a six-session winning streak, dragged by information technology stocks on fading hopes of early U.S. interest rate cuts and ......
Suri also said he’s closely tracking defense and railways sector stocks. He said that defense order inflows are strong, and that the execution is in progress.
“I am one of those guys who is looking for strength. I am looking for those companies that beat and that beat consistently because ultimately that is the characteristic of any wealth creator that you see in Indian stock markets. All these unglamorous, boring companies – electric equipment makers – tend to beat.”
“I think we are set for an industrial revival and as I keep telling people, it may sound a bit boisterous, but I get a déjà vu feeling of the 2003-2008 bull market because the sectors and themes that are moving are very similar to what had happened then. We are extremely overweight are: electrical equipments, capital goods, infrastructure. ”