Nilesh Shah from Envision Capital believes consumer demand in India is growing thanks to aspirational spending, despite disruptions from new market entrants. He emphasizes the need for job creation, upskilling, and private capital expenditure, prominently investing in sectors like financials, renewables, and smaller IT firms with growth potential.
Vijay Kedia on what to buy and avoid in Samvat 2081
For 15 years they have not done anything. You just imagine even Hong Kong index was some 32,000 or 34,000 in 2008. It is still