Bearish on FMCG per long -term perspective; Bullish on the Hotel Segment: Jitendra Gohil

Jitendra gohil, Main investment strategist, Kotak Alternate Asset Managers LtdSays that FMCG companies are expected to benefit from relieving cost printing, GST -cutting and a pick -up in the countryside during the festive season. However, these shares are overvalued with high margins in the midst of low savings prices, which may lead to the medium […]

FIIs on the sidelines due to high ratings despite macro strength: jitendra gohil

“As a result, we expect increased competition in different sectors. More companies enter new segments – it is threads, paint, cement, sustainable consumers or FMCG. The government makes it easier to do business, and transport costs, which reduces general operating costs. What is your recommendation? How do you view the current market institutions and what […]