Moneycontrol Be a Pro
Get App
Last Updated : Nov 24, 2015 03:12 PM IST | Source: CNBC-TV18

7th Pay Commission the biggest theme; like autos: Spark

Ganeshram Jayaraman of Spark Capital Advisors is bullish on auto companies — both two- and four-wheeler names, discretionary consumption names and financials


The biggest theme that will play out at the Spark conference will be the impact of the 7th Pay Commission in FY17, says Ganeshram Jayaraman of Spark Capital Advisors. There will be a clear impact on consumption on the back of wage hike, he says. The first beneficiary, however, will be savings (deposit schemes), he adds.


He is bullish on auto companies — both two- and four-wheeler names, discretionary consumption names and financials.

More to follow...

Close


Get access to India's fastest growing financial subscriptions service Moneycontrol Pro for as little as Rs 599 for first year. Use the code "GETPRO". Moneycontrol Pro offers you all the information you need for wealth creation including actionable investment ideas, independent research and insights & analysis For more information, check out the Moneycontrol website or mobile app.
First Published on Nov 24, 2015 12:11 pm
Loading...
Sections
Follow us on
Available On