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Ishmohit Arora | SOIC: This is the time to have more asset-heavy stocks & sectors Ishmohit Arora explains why

Ishmohit Arora discusses the shift from asset-light to asset-heavy businesses due to inflation. He analyzes sunrise industries, power transmission capex, and advantages for incumbents in asset-heavy sectors during inflationary periods. Arora says: "Asset-heavy businesses are sitting on operating leverage, financial leverage, and a non-linear jump in profitability will be seen."

investors: Does the microfinance cycle have more legs? Ishmohit Arora answers

​There is still some juice to go because there are still few sectors which look very like reasonably valued, maybe not that cheap like six to seven months ago, but some of them look reasonably valued.

Jainam Broking brings together investing stalwarts, investors at Wealth Fest 1 0

Jainam Broking brings together investing stalwarts, investors at Wealth Fest 1 0
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