Technology companies outperformed expectations, achieving solid revenue growth while expressing cautious optimism for the coming quarters. The healthcare sector showed strong performance, with stable growth in domestic formulations. This earnings season has reinforced the importance of selectively positioning within growth-oriented sectors.
ETMarkets PMS Talk | PMS strategies set to outperform mutual funds in next couple of years: Sushant Bhansali
Ambit Asset Management believes PMS will beat mutual funds soon. Concentrated portfolios can better capture alpha. Only select companies will show high earnings growth. Consumption