Nilesh Shah, MD, Kotak AMC, emphasizes the importance of evaluating PSU stocks individually, being mindful of valuation, especially in low-floating stock counters. Areas like private banks, IT, pharmaceuticals, rural-focused FMCG, and certain segments of PSUs such as banks and the defense sector hold potential for better earnings growth. The market expects moderate returns with focus on bottom-up stock picking.
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