Ajay Srivastava, CEO of Dimensions Corporate, advises against investing in traditional sectors like cement and steel, favoring innovative companies with unique infrastructure. He remains invested in Vedanta due to its high dividend yield and irreplaceable mines. Srivastava is wary of PSU stocks, viewing them as extensions of government departments hindering shareholder value.
ETMarkets Smart Talk: From Solar to Switchgear—Capex Themes Remain Strong, says Arvind Kothari
Arvind Kothari from Niveshaay is optimistic about capital expenditure-driven sectors. He highlights opportunities in defense, textiles, and power. RBI’s rate cut and liquidity measures aim