All the spending is going into IT, whether it is in terms of digitalisation, cloud migration or Blockchain. These are strategic spends and not discretionary in nature, said Nitin Raheja, Executive Director, Head – Discretionary Equities, Julius Baer Wealth Advisors.
Avoid euphoric valuations, keep cash for better entry points: Pankaj Tibrewal
Pankaj Tibrewal of IKIGAI Asset Managers finds current valuations too high for new investments. Defence sector valuations are especially prohibitive. Cement sector, particularly in South
May 16, 2025