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Auto, CDMO, Capital Goods & Consumption: Kashyap Javeri’s Sectors To Watch
In this interview, Kashyap Javeri, Fund Manager and Head of Research at Emkay Investment Managers Limited, explains how investors can plan their investment strategy around earnings growth. He discusses which pockets of the market he is positive on, including discretionary spending, consumer goods, capital goods and CDMO companies, along with the auto sector. He also shares his view on midcaps and how investors should approach them in the current market. Watch the full conversation for a clear picture of how earnings growth can guide your portfolio decisions.
Auto, CDMO, Capital Goods & Consumption: Kashyap Javeri’s Sectors To Watch
In this interview, Kashyap Javeri, Fund Manager and Head of Research at Emkay Investment Managers Limited, explains how investors can plan their investment strategy around earnings growth. He discusses which pockets of the market he is positive on, including discretionary spending, consumer goods, capital goods and CDMO companies, along with the auto sector. He also shares his view on midcaps and how investors should approach them in the current market. Watch the full conversation for a clear picture of how earnings growth can guide your portfolio decisions.
