“We anticipate that FII outflows will slow down, and as valuations become more attractive, FII inflows may return to India,” says Vinit Sambre, Head of Equities, DSP Investment Managers. In an interview with ETMarkets, Sambre who specializes in the small and mid-cap space and has over 20 years of relevant work experience, said: “In addition, … Read more
From the peak of December, Indian equities have seen a healthy correction, with largecap, midcap and smallcap declining by around 5-8%, but the valuation comfort is far from sight for Vinit Sambre of DSP Mutual Fund. “Despite this correction, the market may not be considered cheap enough for broad-based buying decisions,” says Sambre who manages … Read more
Despite being a defensive bet, pharmaceutical stocks have languished in 2022 primarily because of challenges like the poor pricing environment in the US, cross-currency fluctuations, and skyrocketing raw material prices. The sector still remains among the top bets for DSP Mutual Fund. “The demand here is almost non discretionary in nature, with a long runway … Read more