Lgm Investments

The focus is to look at companies that have the potential to grow significant cash flows over the medium to long-term, say 5-10 years, says Jeff Chowdhry, Senior Portfolio Manager, LGM Investments.

Scrapping Obamacare would hit most pharma cos: Jeff Chowdhry

Scrapping of Obamacare is sure to impact pharma companies both globally and Indian, said Jeff Chowdhry, Senior Portfolio Manager, LGM Investments.

Interest rates in India to follow global cues, dip lower: LGM

Sajjid Chinoy of JP Morgan says he expects another rate cut in the December Policy. He is not surprised by today's decision to cut rates by 25 basis points. But he says a higher GST rate may constrain RBI from any further rate cuts in 2017.

Two reasons why we aren't invested in IT: Jeff Chowdhry

Speaking to CNBC-TV18 Jeff Chowdhry of LGM Investments said he didn‘t have exposure to IT. He said blue-chip companies like TCS and Infosys are well managed companies.

Brexit will mean risk-off in EMs; India could be hurt too: LGM

The biggest casualty of a ‘leave‘ vote would be the pound and the UK stock market which could fall as much as 5-10 percent feels Chowdhry