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Neeraj Chadawar says: “We are identifying the stocks which are contributing to the ancillary demand of the manufacturing cycle. One stock which we identified is Amber Enterprises. The next is Sansera Engineering. This is auto ancillary company and in over a year this company has de-risked its portfolio which was earlier concentrated into IC engine.”
Neeraj Chadawar says: Based on this manufacturing theme, we identified four stocks for 2024. These are Pitti Engineering, Archean Chemical, Sansera Engineering and Amber Enterprises. Our second theme is PSU banks. We believe that PSU banks are in a bright spot and they will continue their growth momentum in 2024 also and under the PSU banking theme, we like SBI
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Daily roundup of research and analysis from The Globe and Mail’s market strategist Scott Barlow
The global economy is changing, yet many investors seem to have static portfolios.
The hedge fund industry is for the most part male-dominated, but like other industries, the number of women in the hedge fund world is also growing. Moreover, data suggests that a hedge fund firm with women in the top management performs better than others. For instance, an analysis of the S&P Composite 1500 found that […]