Hiren Ved of Alchemy Capital suggests focusing on capital market plays due to their structural growth, outperforming large private banks recently. While valuations seem high, he advises assessing PEG ratio, considering earnings growth. He acknowledges EMS sector’s potential, cautioning about stretched valuations and the need for a long-term investment horizon.
Why Saurabh Mukherjea has moved half his personal portfolio out of India
Saurabh Mukherjea, founder of Marcellus Investment Managers, has shifted his personal portfolio to a 50-50 split between Indian and global investments, reflecting a strategic pivot.