Talking Point With Kotak Mahindra AMC's Nilesh Shah

preview_player
Показать описание
As Nifty inches closer to wipe out losses made in 2020, will the focus now shift to the broader markets? Niraj Shah poses the question to Kotak Mahindra AMC's Nilesh Shah. #BQLive

--------------------------------------------------------------------------------------------------------------------

For the latest business news and analysis

Follow BloombergQuint here
Рекомендации по теме
Комментарии
Автор

Summary:

--> IT sector valuations are still very lucrative and long term upside is there.
--> Pharma and Chemicals are already very expensive.


Q. Specialty Chemicals and API - Is the juice still there?
A. Growth is still there. We will keep capturing the global market and the economics of scale will hit.
But, a lot of positivity has been factored in. Now will businesses deliver the promise that prices have factored in them is the question?

IT Sector.
Moved a lot already but the IT sector does not look expensive compared to Pharma. IT is where earning happens, so the juice is left in the IT sector.

mayanksj
Автор

" kindness is the most important tool to spread love among humanity "

Friends whenever you feel or want to help someone in need.. Please like, Subscribe and keep sharing my beautiful thoughts to your friends and groups to enlighten the life of others..
It is an initiative to spread positivity in world..
Kindness is the beautiful act in the world..
We appreciate your kind support.., , ,

deepsensible
Автор

If audio quality is not improved, nobody listens and whats the use of this video?

kumasuresh
Автор

Ye aise bolta hai jaise Gold logon ne chori karke rakha hai

ausafaleem
Автор

Nilesh Shah is a bhakt of current regime

brijesh