Rahul Rathi, Chairman & Fund Manager at Purnartha PMS, discusses his bullish outlook on India’s energy sector, capital goods, and industrials. He emphasizes the significance of operational efficiencies and internal demand for driving company’s earnings growth, highlighting investment opportunities in companies like GAIL and Tech Mahindra, which exhibit strong margin expansion and operational improvements.
ETMarkets Smart Talk: Mid & Small Caps plunge 25%: A buying opportunity or more pain ahead?
The ongoing correction is driven by a mix of valuation concerns, muted earnings growth, and global macro uncertainties. Rising geopolitical tensions and the risk of