Amit Syngle, MD & CEO of Asian Paints, highlights the competitive environment with new market entrants and challenges like fluctuating crude oil prices affecting the industry. Asian Paints is launching new products, including an eco-friendly Ultima Suprema and a long-lasting waterproofing product, SmartCare Infinia, while keeping an eye on both demand recovery and material costs.
Stay the course, no need for tactical portfolio shift: Vikas Khemani
Vikas Khemani from Carnelian Asset Management suggests a portfolio focused on India’s long-term potential. Banking, financial services, and manufacturing are key sectors. Consumption, both discretionary