Aveek Mitra News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Aveek Mitra of Aveksat Financial Advisory strategizes for post-election investments, considering policy changes, Budget implications, and real estate opportunities in the MMR region for long-term growth. Mitra says: "We have built up different scenarios with most likeliest scenarios to the not likeliest scenario and based on that we will immediately try to see that what best we can do with the cash after the 4th June result."

Aveek Mitra discusses investments in renewables, LNG, and PNG, focusing on suppliers in the private space. He mentions Kotak's caution on expensive PSUs and the rally in defence PSUs. Mitra is optomistic about renewables and mentions potential peripheral companies like Inox Wind Energy, Suzlon, Genus Power Company, and Sterling and Wilson. He shares his view on PSU banks versus private banks, noting the improvement in PSU banks' balance sheets and stability.

Aveek Mitra says “as soon as Fed rates go down or inflation comes under check, post Indian election, the foreign money is also going to come. So, we are remaining cautious. We are concerned about the valuation in a few pockets but are okay with investing here and there and trying to make conscious calls where we find that the opportunities are still there.”

“The liquidity for the market is adequate because domestic money is coming and FIIs have not really loosened their purse strings. So that money is also waiting in the wings. Now all we need to see is when the Fed rate starts coming down or when Fed actually pauses as that will create a big friction for FII money to come in and take the Nifty forward.”

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