Friday, November 11, 2022

Tech, defence and auto components look quite compelling: Nilesh Shah

Tech, defence and auto components look quite compelling: Nilesh Shah The Envision Capital CEO says commodities have peaked and the opportunity should be used to exit. "These are not investment candidates and therefore, should not be part of a portfolio," he says

from Moneycontrol Market Outlook https://ift.tt/7l3HkZu

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Tariffs a temporary storm, structural reforms key for India: Arvind Sanger

Arvind Sanger of Geosphere Capital Management suggests a trade deal with the U.S. would benefit India by reducing market uncertainty and pro...