ICICI Securities has suggested 19 stock ideas to invest in realty and capex themes, citing a broad-based upcycle in the area as one driver. The brokerage predicted the end of the interest rate hike cycle would trigger further investment and that a recent expenditure push by the Indian government had fuelled real estate investments. It cited data indicating that household investments in real estate had contributed hugely to the post-pandemic economic rebound alongside strong aggregate sales. The report also noted robust real estate absorption, with resilient real estate prices driving absorption, and a trend towards robust real estate demand by households.
Know Your Fund Manager: Daylynn Pinto, Senior Fund Manager – Equity, Bandhan AMC
The article explores the career of a fund manager at Bandhan AMC, discussing their journey from a fresher at UTI Mutual Fund to managing multiple
March 9, 2025