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Capital allocation has been concentrated in specific sectors, leaving many with limited funding. Fund managers currently favour sectors like PSU, industrials, and defence, while showing less enthusiasm for FMCG and auto. ....
Anshul Saigal, Founder of Saigal Capital, discusses the potential impact of the continuation of the current dispensation on the Indian market and the preference for individual investors over diversified portfolio managers. He mentions insights from a CIO poll regarding sector preferences, highlighting the lack of interest in FMCG and auto sectors. ....
Anshul Saigal analyzes the potential returns of PSBs compared to private banks, discusses VIP and Safari s competition, and highlights the impact of US FDA regulations on Indian pharma companies, emphasizing improving business models. On Piramal Pharma and Wockhardt, he points out their business models are improving without recommending a buy. ....
Anshul Saigal, Founder of Saigal Capital, discusses the trade of the century in the PSU banking space. PSU banks have similar ROEs and earnings growth as private sector banks, but with lower price to book multiples. I do not see that there cannot be upside in these banks from here as well. However, there are certain pockets where upsides are more or less captured, at least in the short term. ....
Anshul Saigal says some people are holding cash but I would say the majority are not holding cash. What that means is that the majority are not expecting a meaningful correction while some are expecting a meaningful correction. An investor who is looking for defensives should go for FMCGs. An investor who is looking for long-term wealth creation should look at QSRs. And there are now multiple opportunities in that space to make money over the next few years. ....