Sunday, February 12, 2023

Daily Voice | Managements across core businesses of economy extremely optimistic backed by strong earnings, says this fund manager

Naveen Chandramohan Naveen Chandramohan has maintained that auto ancillaries (especially around B2B Manufacturing) is a theme that has a significant (3-year) runway ahead of growth and this certainly looks attractive to me with growth being sticky (B2B driven).

from Moneycontrol Market Outlook https://www.moneycontrol.com/news/market-outlook/daily-voice-|-managements-across-core-businesseseconomy-extremely-optimistic-backed-by-strong-earnings-says-this-fund-manager_16870071.html

No comments:

Post a Comment

Vikas Khemani on key triggers that will shape the market’s next big move

Most people kind of turned bearish on global concerns, oil prices. So, people tend to kind of extrapolate more bad news. So that has happene...