Seasoned investors are finding attractive opportunities in overlooked sectors like pharma, auto ancillaries, and select IT, where temporary headwinds have created valuation gaps. TrustLine Holdings’ Founder & CEO, N. ArunaGiri, emphasizes a disciplined, bottom-up value investing approach, highlighting the importance of margin of safety and identifying high-quality small-cap businesses at a discount for long-term wealth creation.
Cash takes centre stage as investors rethink AI spending boom
Investors are increasingly focused on technology companies’ cash generation capabilities to fund artificial intelligence investments. Microsoft and Oracle are gaining positive attention from investors, while