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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.


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First Published on Nov 24, 2015 12:11 pm
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