Dipan Mehta of Elixir Equities discusses the potential for soft quarters in the auto industry and advises managing expectations. He also highlights Paytm’s resilience despite regulatory challenges and expresses the need to be cautious about the cement sector. Mehta notes that private sector capex is focused on startups, batteries, semiconductors, and data centers.
Know Your Fund Manager: Daylynn Pinto, Senior Fund Manager – Equity, Bandhan AMC
The article explores the career of a fund manager at Bandhan AMC, discussing their journey from a fresher at UTI Mutual Fund to managing multiple