Currently, the government spending cycle, notwithstanding this year’s blip (which we think is a blip, and we will discuss the reasons later), looks to be on the path of continued increase. Secondly, PSUs today are more operationally efficient than they have ever been in the last 25 years of India’s history. Both of these factors give me conviction about PSU earnings and asset growth.
Know Your Fund Manager: Daylynn Pinto, Senior Fund Manager – Equity, Bandhan AMC
The article explores the career of a fund manager at Bandhan AMC, discussing their journey from a fresher at UTI Mutual Fund to managing multiple
March 9, 2025