Ramesh Mantri, CIO of WhiteOak Capital AMC, discusses the strong fundamentals and high valuations in various sectors, highlighting the attractiveness of financials. He mentions the impact of market rally, government spending, and the potential growth in the insurance and IT sectors. He also says private banks is the ignored part of the market and valuations are below long-term averages, fundamentals are very strong. Here a lot of alpha can be created.
Rajeev Thakkar on when to hold, when to exit, and why most get it wrong
PPFAS CIO Rajiv Thakkar said successful investing depends more on patience than frequent trading. He advised avoiding unnecessary selling, profit booking and reactionary decisions, while
June 4, 2026