Abhishek Gaoshinde offers cautious ratings for upcoming IPOs, citing concerns over debt repayment visibility for Aegis Vopak, limited financial history and valuation for Schloss, and working capital intensive business models for Prostarm and Scoda. He also highlights a potential conflict of interest for Aegis Vopak due to Aegis Logistics’ similar business.
Buy selectively, focus on resilient sectors despite volatility: Manish Sonthalia
Indian markets face geopolitical and inflationary headwinds, with a prolonged economic adjustment expected until FY28. Domestic investors find opportunities in corrected valuations, focusing on resilient