Shiv Puri from TVF Capital Advisors suggests a positive outlook for consumption due to changing unsecured personal lending. He highlights opportunities in underpenetrated sectors like hospitals and retail, emphasizing the importance of selectivity and difficulty as a barrier to entry. Puri believes the premiumization wave has potential but needs broader consumer participation, and earnings will drive market cues.
Sebi permits use of mutual funds for IAs, RAs deposit compliance
Sebi has allowed investment advisers and research analysts to use liquid mutual funds and overnight mutual funds for meeting their mandatory deposit requirements, providing an
August 13, 2025