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.
ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEO
Global markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGiri emphasizes buying with a