US Stock Reports, Quotes and News
Sumit Bhatnagar says: \”Power, defense and capex are structural themes that are expected to play out over the next decade. While the space has seen significant re-rating and a significant portion of returns are priced in, I believe these themes still appear attractive from a medium to long term perspective.\”
IPL Portfolio: Nitya Shah recommends water treatment and semiconductors for earnings growth triggers. He suggests a high equity allocation for long-term investment, considering emerging trends and reasonable valuations. Also, discusses the importance of investing based on individual risk profiles and financial goals.
Sushant Bhansali of Ambit Asset Management discusses market volatility, inflation impact, and investment strategies amidst rising equity culture and formalization of the economy, advising clients on strategic investment approaches.
Deepak Shenoy\’s Capital Mind ventures into various sectors with a focus on power transformers, hospitality, and financial investments. Uncertainty surrounds the FOMO crowd\’s return, Vodafone FPO, and the evolution of the diagnostics space. Sheoy also days: \”On the pricing power front, travel and hospitality has really increased in the last year or so. So, something could have fundamentally changed there.\”