aishvarya dadheech

Why Aishvarya Dadheech is a contra buyer in midcap IT

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Why Aishvarya Dadheech is a contra buyer in midcap IT

“In our portfolio, we have players like Persistent and . Initially, in the next couple of quarters, there will be low growth but over the next two to three years, they can do more than 10-12% kind of revenue growth because the headwinds of rising wage hike and other related costs are almost behind us. … Read more

Want to stay ahead of the curve? Bet on these 3 themes: Aishvarya Dadheech

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Want to stay ahead of the curve? Bet on these 3 themes: Aishvarya Dadheech

“IT services, manufacturing and auto ancillaries are the three themes that we are adding in portfolios. These which can really show robust earnings growth in coming years and possibly because of attractive valuations, could be great alpha generating opportunities,” says Aishvarya Dadheech, Director & Fund Management, Ambit Asset Management I remember a very good call … Read more