Nilesh Shah from Envision Capital believes consumer demand in India is growing thanks to aspirational spending, despite disruptions from new market entrants. He emphasizes the need for job creation, upskilling, and private capital expenditure, prominently investing in sectors like financials, renewables, and smaller IT firms with growth potential.
Fund Manager Talk | Don’t ignore smallcaps: HSBC MF CIO on where growth lies in FY26
HSBC MF’s Venugopal Manghat says smallcaps are gaining on strong fundamentals, not just liquidity. Despite global risks, domestic growth drivers remain robust. Retail investors show
June 1, 2025