Anand Shah of ICICI Prudential AMC discusses their successful PIPE and Value strategies, which have achieved impressive CAGR over the last five years. He highlights the importance of bottom-up stock selection, valuation discipline, and a long-term perspective for wealth creation. Shah remains bullish on Indian equities, emphasizing the potential in capex-linked sectors despite market volatility.
Avoiding chemicals and cement stocks; new-age consumption stocks long-term bets: Pratik Gupta
Kotak Securities anticipates a stronger second half for Indian markets, driven by festive demand and favorable monsoons benefiting rural areas. While consumer tech leaders like