Fund Manager Talk | Growth stocks will continue to command premium: Vishal Jajoo

Fund Manager Talk | Growth stocks will continue to command premium: Vishal Jajoo

While it is not easy to find stocks at reasonable valuations in a bull market, Vishal Jajoo, Fund Manager – Equity, ITI Mutual Fund, says growth stocks in India would continue to command a premium for the visibility in earnings that they offer. “The risk of not being in the markets is much higher than … Read more

FPIs stay bullish on growth stocks, cut defensive bets a bit

FPIs stay bullish on growth stocks, cut defensive bets a bit

Foreign portfolio investors have been heavily selling Indian shares in the run-up to the general elections. But what’s notable is FPIs have been paring their holdings of defensive stocks instead of those with more growth potential. This shows they remain bullish on the sustained earnings potential of growth stocks in industries like discretionary spending and … Read more