renewables

Anshul Saigal sees tailwinds for consumption, defence and renewables ahead of festive season

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Anshul Saigal sees tailwinds for consumption, defence and renewables ahead of festive season

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

Financials and renewables are the next big bets, says Nilesh Shah

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Financials and renewables are the next big bets, says Nilesh Shah

“When we look at their growth and add it up, I believe consumer demand is still growing. Consumption patterns are shifting—some categories are mature, while others are emerging. This growth is fueled by aspirational India, and as investors, we need to identify those emerging categories and opportunities,” says Nilesh Shah, Envision Capital. ET Now: It … Read more