abhay agarwal

Insurance and Pharma sectors poised for outperformance: Abhay Agarwal

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Insurance and Pharma sectors poised for outperformance: Abhay Agarwal

“We expect that while the intensity of downgrades will not be as high because this time the expectations are not as high, still there will be further downgrades,” says Abhay Agarwal, Founder & Fund Manager, Piper Serica.What is the expectations from these two mega events earnings and budget?Abhay Agarwal: On the earnings side, we are … Read more

Why Abhay Agarwal prefers Dixon & Amber to Voltas or Blue Star

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Why Abhay Agarwal prefers Dixon & Amber to Voltas or Blue Star

Abhay Agarwal, Founder & Fund Manager, Piper Serica, says “outsourced manufacturing as a concept is here to stay and it will reward large players. While there is nothing wrong with branded players like Voltas or Blue Star, we would like to back very efficient, large and getting larger manufacturers like Dixon and Amber purely for … Read more