“Clearly, US corporates are looking at global alternate, supply chains are getting created, and multiple countries whether it is India, Indonesia, Vietnam, South America whichever company or whichever corporates will have their own strengths, they will get their share of business, so that is a mega trend that we are going to witness over the … Read more
“Challenges in Europe are multifaceted: the demographic trend leans more toward consumption rather than a productive workforce, leading to high labour costs,” says Sachin Shah, Executive Director & Fund Manager, Emkay Investment Managers Limited.In an interview with ETMarkets, Shah said: “The weakening of the US dollar, which in turn drives demand for alternative asset classes, … Read more
The Indian economy’s journey from $3 trillion to $5 trillion should happen on the back of credit intensity, says MOSL’s Raamdeo Agrawal. Being very bullish on banking space, the market veteran says, top 5 PSU and private banks may underwrite another Rs 110 lakh crore worth of credit going ahead, which is a huge opportunity. … Read more
Export-oriented businesses like pharma, CRAM and the specialty chemicals will have exceedingly good growth even in FY21. But in FY22 and FY23, we expect a lot of these businesses to have very nice EBITDA and bottom line growth, says Sachin Shah, Fund (Portfolio) manager, Emkay Investment Managers. Some of the top stocks in your portfolio … Read more