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India s consumption-linked themes ripe for revival , says Ambit Asset s Bothra

India s consumption-linked themes ripe for revival , says Ambit Asset s Bothra
marketscreener.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from marketscreener.com Daily Mail and Mail on Sunday newspapers.

investment themes | banking | chemicals: ETMarkets Smart Talk: Wealth creation ideas! Rural-oriented proxies, banking & chemicals are few themes for FY25: Sushant Bhansali

Sushant Bhansali of Ambit Asset Management discusses market volatility, inflation impact, and investment strategies amidst rising equity culture and formalization of the economy, advising clients on strategic investment approaches.

investment themes: ETMarkets Fund Manager Talk: This fund manager is betting on 3 major themes to play on the India growth story

Ambit Asset Management and Bhargav Buddhadev are bullish on mass consumption, manufacturing, and exports. Positive outlook on market share regaining, margin improvement, chemical, and consumer discretionary companies. India s growth potential remains promising. Buddhadev further says: "We believe smallcaps should not be viewed through a different lens, especially now, given that several companies have also become liquid."

market rally: This rally should continue longer; each segment to have a premiumisation play: Sushant Bhansali

Sushant Bhansali of Ambit Asset Management believes that the equity market rally in India is going to continue due to a broad-based market and positive changes in smallcaps. He expects margin expansion to reverse but with good sales growth. He sees opportunities in discretionary spending and expects competition in the paint industry to expand the market.

Outlook Expo sets new benchmark for Indian retirement planning

Outlook Expo sets new benchmark for Indian retirement planning
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