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Divam Sharma is still underweight in the IT space. Given the recession and slowdown expectations in the west, IT companies in India have given feeble guidance.
An above-average monsoon will benefit cement players, who derive a significant portion of their revenues from rural housing, says the founder and fund manager of Green Portfolio.
Money managers to the affluent delivered robust returns to investors in the past year, thanks to the buoyancy in the markets. Business Today decodes their strategy - Issue Date: Apr 28, 2024
Data showed that at least 10 small-cap stocks on Dalal Street have delivered over 100 times returns to investors in the last five years.
Divam Sharma of Green Portfolio likes aspirational consumption space, says India's growing middle class will fuel growth across segments such as luxury automobiles and travel