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.
Deven Choksey on 3 themes that are right for investing in a volatile market
Deven Choksey is optimistic about investing in the metal sector due to stable energy prices and rising consumption. He also sees opportunities in some NBFCs