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The focus on cash generation is now getting into the culture of companies which should help sustain high return ratios, according to Vartak.
Despite regulatory changes and reduced margins, Vartak remains optimistic about the Indian market, citing retail participation, alongside reasonable economic fundamentals as key factors.
Fed’s hawkish policy tilt is sending US bond yields higher, giving equities a big scare
Nishit Master of Axis Securities PMS continues to like the defence space and believe it's possibly a structural growth story in India.
The most dangerous thing is when you enter at a high PE multiple and high margins, there is a double whammy possible —earnings and PE multiples may contract at the same time.