Ramesh Mantri, CIO of WhiteOak Capital AMC, discusses the strong fundamentals and high valuations in various sectors, highlighting the attractiveness of financials. He mentions the impact of market rally, government spending, and the potential growth in the insurance and IT sectors. He also says private banks is the ignored part of the market and valuations are below long-term averages, fundamentals are very strong. Here a lot of alpha can be created.
NFO launches set to hit a new record this year
financialexpress.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financialexpress.com Daily Mail and Mail on Sunday newspapers.
Mutual funds bet on special opportunities as uncertainties loom
rediff.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from rediff.com Daily Mail and Mail on Sunday newspapers.
TBO Tek IPO: Should you subscribe to the Rs 1,551 crore issue?
moneycontrol.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from moneycontrol.com Daily Mail and Mail on Sunday newspapers.