Consumption and Capex to stimulate growth, says Mayuresh Joshi

The Indian stock market experiences renewed volatility, powered by sectoral Churn and the changing investor sentiment. Nevertheless, experts remain carefully optimistic about the growth potential in important sectors, in particular those linked to consumption and infrastructure. Mayuresh Joshi now emphasized in an interview with ET that the twin engines of growth – consumption and capital […]

Will markets become strength soon? Ashish Gupta’s outlook on income and important sectors

Ashish Gupta, CIO, AXIS investment fund says that the markets of India can see in the next two months momentum if the dollar remains weak. The profit growth is modest, but could improve in H2. Domestic SIP streams remain strong, Fii’s Vleighig and IPO delivers heavily. NBFCs, consumer -discretionary, selected capital goods and electricity remain […]