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.
Sebi may allow AMCs to handle family office funds
SEBI has proposed to permit asset management companies (AMCs) to extend their services to pooled non-broad based funds, including family offices. Currently, AMCs are restricted