Jigar Mistry of Buoyant Capital favors healthcare, materials, chemicals, and banking sectors, preferring large-cap private banks over PSU banks. He remains positive on both generic and CDMO pharma segments, dismissing tariff concerns. Mistry believes valuations are elevated, especially for narrative-driven stocks lacking earnings, advocating for a focus on fundamentals over market flows.
How is India benefiting from supply chain diversification away from China? Morgan Stanley’s Chetan Ahya explains
Morgan Stanley’s Chetan Ahya highlights India’s growing advantage over China due to tariff differences. American companies are considering increased imports from India. Government policies are
June 4, 2025