Jigar Mistry of Buoyant Capital elaborates on the post-COVID market trends, attributing retail investors’ unprecedented wealth to the volatility. He explains the shift in government spending from capex to consumption and its impact on various sectors. Mistry reveals Buoyant Capital’s strategic portfolio adjustments, highlighting a preference for larger cap stocks and significant investments in the banking and insurance sectors.
Policy stability, relief on STT and LTCG key to winning back FPIs: Sudip Bandyopadhyay
Foreign investors are pulling money from Indian markets. Experts urge India to rethink taxes like STT and LTCG. Policy consistency is also a major concern