It has compounded earnings by ~20% for an elongated period of time. In the jewellery industry, which is organising at a rapid pace, it is clearly at the vanguard in terms of growth among organised players. Its runway for growth is long, with a market share of ~6%. Unlike other high-growth categories, the competitive intensity from organised and unorganised peers in jewelry is considerably weaker,” the brokerage said.
Fund Manager Talk | Be selective on capex stocks, bullish on power infra theme: Nimesh Chandan
Nimesh Chandan, CIO of Bajaj Finserv AMC, is bullish on large-caps and sectors like power infrastructure, pharma, online platforms, and real estate. He emphasizes long-term
December 28, 2024