Here’s why Abhay Agarwal is bullish on the manufacturing sector

Here’s why Abhay Agarwal is bullish on the manufacturing sector

“We see good opportunities in the pharma space, especially pharma generic exporter companies which have not performed well for many years. I think there are opportunities in the less popular sectors where money can be made over the next two to three years,” says Abhay Agarwal, Piper Serica.Which stocks are you probably going to keep … Read more

stocks to buy | Dixon | Amber: Why Abhay Agarwal prefers Dixon & Amber to Voltas or Blue Star

stocks to buy | Dixon | Amber: Why Abhay Agarwal prefers Dixon & Amber to Voltas or Blue Star

Abhay Agarwal, Founder & Fund Manager, Piper Serica, says “outsourced manufacturing as a concept is here to stay and it will reward large players. While there is nothing wrong with branded players like Voltas or Blue Star, we would like to back very efficient, large and getting larger manufacturers like Dixon and Amber purely for … Read more