Trivantage Capital’s portfolio showed impressive gains. Nikhil Johri credits the returns to policy and sectoral factors. RBI’s accommodative stance and stable asset quality helped. The fund focuses on governance and due diligence. It targets opportunities in asset management and affordable housing. Johri sees a rebound in small and mid-cap financials. He believes India’s financial sector offers long-term value.
FIIs sold about Rs 11,000 crore worth Indian stocks in 2 days of US-Iran war
Foreign investors sold nearly Rs 11,000 crore in two March sessions amid escalating West Asia tensions, surging crude prices and currency volatility. DIIs offered support,