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.
Sebi to release FII compliance consultation paper within weeks, says chairman Tuhin Kanta Pandey
Sebi is likely to release a consultation paper on foreign investor compliance requirements within weeks, chairman Tuhin Kanta Pandey said. The proposed document will explore