“I’ve been cautious about valuations for some time. Revenue growth had been slowing for several quarters, and now even profits are lagging. I haven’t had to make major adjustments to my portfolio, as I’ve maintained a conservative stance.”
India’s macro setup stable, but markets await earnings firepower: Hemang Jani
Hemang Jani suggests favoring Swiggy, Eternal, or Policybazaar over Nykaa among new-age companies, citing Nykaa’s lackluster performance. He anticipates stable market conditions with a focus
July 3, 2025