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SageOne Investment Managers LLP, a Pune-based firm which offers portfolio management services and manages alternative investment funds (AIFs) that make public-market investments, has bet on ......
“I guess, people made a lot of money after Covid and they are looking for avenues to invest. Even after this runup, many are sitting on a significant amount of cash. So, even now, the liquidity is not completely exhausted. I guess it is just the money which was probably printed during the Covid times, which is still making rounds.”
Goodluck India was one of the first-movers in the defence value chain. Though the company had manufacturing capacities to cater to defence and aerospace sectors even three years back, order flow has been slow. That script is now changing
As per Moneycontrol’s Analyst Call Tracker, banking and finance firms along with capex-driven growth companies were analysts top picks for September
The focus on cash generation is now getting into the culture of companies which should help sustain high return ratios, according to Vartak.