“We have been owning a lot of CDMO. So, the manufacturing as a basket is a very-very promising basket, I…
Tag: Khemani
Short-term volatility may persist, but FII flows and economic activity to keep sentiment positive: Vikas Khemani
“There are no major risks around from a fundamental perspective. Now, any news flow can develop which can create short-term…
Vikas Khemani on key triggers that will shape the market’s next big move
“In my opinion, by and large, most of the damage is done. Of course, mid and smallcap has taken larger…
tariff: Small and midcap stocks may face volatility, but long-term returns still strong: Vikas Khemani
“Short-term adjustments will be there, might be there, I mean one cannot really comment on that but I do not…
market strategy: Market pain temporary; India’s growth trajectory remains unchanged: Vikas Khemani
“So, these are the cycles. We know that they go through and of course nobody likes it, it is painful,…