Next 20 years is really India's period, it is for us to lose: Manish Chokhani
November 10th, 2023 10:27
“The old stalwarts in IT and pharma which led our export thrust, morphed towards IT hardware with the EMS guys and automobiles, because we are shown we are competitive with the world, and as manufacturing takes centrestage, the chemical companies have a big opportunity to become large. As chemical companies move out of Germany and China, a lot of them will become very large in India.”
This is a great time to be more aggressive in India: Sunish Sharma, Kedaara Capital
November 10th, 2023 10:27
“More IPOs are happening, in fact record IPOs are happening. Private equity has definitely started using more traction. People are being careful but I do believe that there is traction on private equity investment and private equity for good companies. So, there is a big flight to quality in IPOs and in private equity. VC is probably a little bit slower and rightly so.”
Focusing more on pharma cos with US exposure: Pawan Parakh
November 10th, 2023 10:27
“We are very clearly placed on companies which have got international exposure as far as pharmaceutical is concerned. Real estate continues to be very exciting and we are playing the entire real estate and building materials theme with stocks across sectors. We own cement and building material companies as well as select real estate.”
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