Hitesh Zaveri, SVP & Head at Axis AMC, discusses the investment philosophy, stock selection process, market outlook, and sustainable growth in small cap categories. While ehe Brand Equity Portfolio holdings comprise of companies that have (i) established brands, (ii) turnaround brands and (iii) B2C/B2B2C brands, the satellite part of the portfolio comprises companies that have more cyclicality and have greater flexibility to respond to changing market dynamics.
Indian market is witnessing an expansion characterized by the arrival of new and exciting companies, a rise in investor involvement, and a notable absence of excessive valuations, according to Divam Sharma of Green Portfolio.
It s extremely important to educate people on personal finance from the school, said Nilesh Shah of Kotak AMC at a panel discussion on financial literacy at IFTA 2023.
According to Hitesh Zaveri of Axis AMC, there are still attractive investment opportunities in the equity market despite the recent strong performance. Zaveri believes that India s GDP growth will remain strong and diversified, offering both domestic and international exposure. Industries such as automotive, banking, pharma, and Internet & E-commerce are expected to see growth in the coming years. Zaveri also expects steady inflows into multicap funds and believes that domestic institutional inflows will outpace foreign investor flows.