Sandip Sabharwal suggests that auto, consumer durables, infrastructure, and capital goods sectors, previously subdued due to elections, may see a revival. He expresses concern over platform companies’ capital allocation and the lack of moat in quick delivery services. Sabharwal notes muted cement volume growth and high valuations in the EMS space, making it difficult to find value.
8 AMCs see surge by over Rs 10,000 crore in their AUM in June
Eight mutual fund houses witnessed a surge of more than Rs 10,000 crore in their respective AUMs. There are 45 mutual fund houses in the
July 13, 2025