venugopal garre

Why Venugopal Garre is bullish on Bharti Airtel, Adani Ports and Avenue Supermarts?

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Why Venugopal Garre is bullish on Bharti Airtel, Adani Ports and Avenue Supermarts?

“The perspective is very simple that macro for India as I had indicated in January had bottomed out and more importantly, we are continuing to see some degree of improvements in macro,” says Venugopal Garre, MD, Bernstein.I want to first start off with your January upgrade thesis. While you were right about as to how … Read more

Venugopal Garre is overweight on both Q-Commerce & organised retail. Here’s why

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Venugopal Garre is overweight on both Q-Commerce & organised retail. Here’s why

Venugopal Garre, MD, Bernstein, says they have a very positive in quick commerce (Q-Commerce) and on some of the quick commerce names, both upcoming as well as the ones which exist, they have an overweight stance. He likes organised retail as well. So, from a pivot point of view, it is a very unique situation … Read more