Porinju Veliyath of Equity Intelligence India notes the significant growth potential in India’s travel and tourism sector, citing high demand and supply shortages, particularly in five-star hotels. Despite earlier pressures, Ixigo’s stock performance has been resilient, attracting Veliyath’s attention as a potential investment opportunity, though he clarifies he is not currently invested.
Fund Manager Talk | Don’t ignore smallcaps: HSBC MF CIO on where growth lies in FY26
HSBC MF’s Venugopal Manghat says smallcaps are gaining on strong fundamentals, not just liquidity. Despite global risks, domestic growth drivers remain robust. Retail investors show