“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
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
“So obviously your GDP because you have net exports, takes a bit of a hit. You give up some of the GDP gains but over and above that you actually gain vis-à-vis the lower crude prices and the impact on BOP is not as meaningful,” says Jigar Mistry, Co-Founder, Buoyant Capital. Can you just set … Read more