Markets are moving into an interesting phase, with valuations turning more reasonable and earnings expectations set to improve, according to Anshul Saigal. In an exclusive conversation with ET Now, Saigal, Founder, Saigal Capital highlighted how the macro setup, regulatory changes, and sectoral shifts are creating opportunities for investors. Reflecting on the current setup, he said: … Read more
“What’s happening is that the market is becoming very narrow and is searching for pockets where the downside is limited. It’s also looking for certainty in earnings growth. Even companies that posted strong earnings in the first quarter—but haven’t provided clear guidance on the sustainability of those earnings—are getting punished,” says Anshul Saigal, Founder, Saigal … Read more
“Good monsoons is by and large good for the country and, of course, there will be that odd issue in one sector or the other while monsoons are ahead of time, but by and large it should be good for the country,” says Anshul Saigal, Founder, Saigal Capital. This entire impact of early monsoon, I … Read more
Anshul Saigal, Founder, Saigal Capital, believes that tariffs will positively impact India, creating a buying opportunity after initial volatility. Significant value remains in the market, particularly in companies benefiting from volume and price increases, and those currently undervalued. Pharma, especially CDMO, and metals are identified as attractive sectors, while tech, despite its potential, is currently … Read more
Anshul Saigal, Founder, Saigal Capital, says “one should really focus on bottom-up opportunities, not worry about the market levels, market direction. As long as we have got good companies at reasonable valuations in our portfolios, over the long term, we will be very well-placed. And there is a lot of money to be made in … Read more