Saigal Capital’s founder, Anshul Saigal, anticipates tariffs positively impacting India, presenting buying opportunities post-volatility. He sees value in companies benefiting from volume and price increases, particularly in pharma (CDMO) and metals. Despite tech’s potential, high valuations make it currently less appealing, with uncertainty creating opportunities in specific sectors like textiles.
Sebi revises reporting norms for AIFs, introduces annual activity report
Sebi has revised the reporting framework for Alternative Investment Funds, replacing detailed quarterly submissions with a comprehensive annual report, reducing compliance burden, improving ease of