ETMarkets Smart Talk | Why India’s growth story remains intact despite global geopolitical concerns? Anil Rego explains

ETMarkets Smart Talk | Why India’s growth story remains intact despite global geopolitical concerns? Anil Rego explains

“Investors should pay attention to relative valuations, interest rates, trends in NPAs, and other macro factors to see when the tide may be turning,” says Anil Rego, MD & CIO, Right Horizons PMS.In an interview with ETMarkets, Rego said: “Earnings have been strong, and while absolute valuations may be high, in relative terms, we are … Read more

ETMarkets Smart Talk: Global semiconductor sector likely to reach a trillion-dollar industry by 2030: Anil Rego

ETMarkets Smart Talk: Global semiconductor sector likely to reach a trillion-dollar industry by 2030: Anil Rego

“The global semiconductor sector is positioned for a decade of expansion and is forecasted to reach a trillion-dollar industry by the year 2030 driven by automotive, data storage, and wireless industries,” says Anil Rego, Founder and Fund Manager at Right Horizons – A SEBI-registered PMS provider. In an interview with ETMarkets, Rego said: “We are … Read more