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.
7 books for stock market investors recommended by Raamdeo Agrawal
Motilal Oswal Chairman Raamdeo Agrawal says purposeful reading shapes better investors and recommends seven timeless investing books, including works by Peter Lynch, Warren Buffett, Philip