Kotak Alternate Asset’s Jitendra Gohil anticipates heightened competition across Indian sectors due to government initiatives and reduced business costs, potentially pressuring earnings despite strong macro fundamentals. He advises investors to be selective, focusing on companies with strong management and the ability to acquire and turn around businesses. FIIs are hesitant due to high valuations, awaiting a correction before returning.
Infosys buyback: Zerodha’s Nithin Kamath explains the tax trap investors are missing
Infosys’ massive Rs 18,000 crore share buyback is approaching. Zerodha co-founder Nithin Kamath advises investors to understand the tax rules. Gains from the buyback are
November 13, 2025