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SAMCO Mutual Fund's CEO, Viraj Gandhi, suggests multi-asset funds for navigating volatile markets, emphasizing diversification across equities, debt, and gold. While Nifty valuations are slightly premium, strong earnings growth is awaited. Financial services, pharmaceuticals, and healthcare sectors show promise, but geopolitical risks remain a concern for investors.
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News and Media
Helios Mutual Fund's CEO, Dinshaw Irani, expresses a negative outlook on the auto sector, particularly PVs, citing EV competition and potential tariff implications from trade agreements. While favoring new-generation EV two-wheeler players, he remains cautious about stretched valuations in consumer staples and QSRs. Irani maintains a positive view on BFSI, hospitals, and tourism sectors, supported by strong performance metrics.
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News and Media
Shree Refrigerations is launching its IPO on Friday. The IPO size is Rs 117.32 crore. Ashish Kacholia and other marquee investors are backing the company. The IPO includes a fresh issue and an offer for sale. The company will use the funds for working capital. Shree Refrigerations specializes in HVAC and refrigeration systems.
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News and Media
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