Tariffs will positively impact India; pharma, metals attractive sectors: Anshul Saigal

Tariffs will positively impact India; pharma, metals attractive sectors: Anshul Saigal

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

Looking at a Goldilocks scenario for corporate earnings? Mukul Kochhar is betting on 3 sectors

Looking at a Goldilocks scenario for corporate earnings? Mukul Kochhar is betting on 3 sectors

Mukul Kochhar, Head of Institutional Equities, Investec Capital Services, says he is bullish on financials, auto and pharma sectors. Financials include some very high-quality banks, regulated banks, small finance banks trading at very affordable multiples; in autos, there are OEMs, two-wheelers and some four-wheelers also at this point they have become attractive in terms of … Read more