Saigal Capital’s founder, Anshul Saigal, anticipates tariffs positively impacting India, presenting buying opportunities post-volatility. He sees value in companies benefiting from volume and price increases, particularly in pharma (CDMO) and metals. Despite tech’s potential, high valuations make it currently less appealing, with uncertainty creating opportunities in specific sectors like textiles.
Sector-wise ownership: IT sector tops promoter ownership in Nifty50
Promoter ownership stayed highest in IT; government stake led in Utilities. DMFs hit record highs across sectors, while FPIs trimmed Financials and IT but increased