Sachin Shah of Emkay Investment Managers outlines his E-Qual model for identifying long-term wealth creators. He emphasizes management quality, integrity, and capital efficiency, advocating for avoiding mistakes over chasing quick gains. Shah stresses that sticking to quality builds resilient portfolios through market cycles.
Indian markets offer value as Budget to keep fiscal path intact: Madhusudan Kela
Market veteran Madhusudan Kela anticipates continued fiscal discipline despite a revenue gap. He highlights opportunities in market corrections, noting that individual stocks are becoming attractive