megatrends

investment strategy: Deepak Shenoy hunting for winning stocks in 5 key megatrends

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investment strategy: Deepak Shenoy hunting for winning stocks in 5 key megatrends

Star PMS fund manager Deepak Shenoy says he is investing in 5 strong megatrends in his Surge India Portfolio – manufacturing, energy independence, consumption, financialization of savings and infra growth. “It’s always difficult to find good companies, but there are enough tailwinds in a surging Indian economy to provide disproportionate growth in a few “maha” … Read more

Utpal Sheth: Leadership and long-term mega trends: Utpal Sheth on identifying ‘Gorilla’ companies

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Utpal Sheth: Leadership and long-term mega trends: Utpal Sheth on identifying ‘Gorilla’ companies

“We have already established that value creation is different from wealth creation. So, in my experience, there are three large components that create terminal value about which the terminal value investor should have differentiated insight on and those three components are intangibles, megatrends and leadership,” says Utpal Sheth, Senior Partner and CEO, RARE Enterprises and … Read more