buoyant capital

Portfolio strategy now needs rebalancing; avoid chasing froth: Jigar Mistry

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Portfolio strategy now needs rebalancing; avoid chasing froth: Jigar Mistry

“One space that is still not looking great is the MFI space because that is a situation where the management, for the lack of a better word, has not thrown in the proverbial towel yet, which means that the situation has to get a little worse before they become attractive assets,” says Jigar Mistry, Buoyant … Read more

Using current rally to shift more into largecaps and to fully deploy new cash: Jigar Mistry

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Using current rally to shift more into largecaps and to fully deploy new cash: Jigar Mistry

Jigar Mistry, Co-founder, Buoyant Capital, says “if you look at the ownership spectrum of largecap versus smallcaps and look at the free float as an additional variable into this, very interesting data is shaping up. There are a few graphics running there but if you look at the free float ownership in the largecaps, FIIs … Read more