Founder of White Oak Asset Management, Prashant Khemka, talks about how to navigate the current market volatility.
As of September 13, the Nifty pharma index has delivered a 33 percent return over the past six months and 21.82 percent return over the past year.
Khemka highlights the significant capital expenditure expected in the railway sector over the next decade, suggesting that select companies stand to benefit greatly. However, he cautions investors against making blanket assumptions, stressing the importance of choosing companies with the resilience to navigate increasing competition.
Looking ahead st 2023, the White Oak Capital CEO is betting on non-lending financials, consumer discretionary, and midcap IT. And also on losing weight
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In September 2021, White Oak’s subsidiary, GPL Finance (the sponsor firm), got the regulatory nod to acquire YES Mutual Fund.
India provides a structural investment opportunity with its strong domestically driven growth profile and a profitable and diverse corporate universe, says Somaiyaa.
My message to investors on this Diwali is that if they want to create wealth is to keep investing and to maintain, discipline even in hard times.
Everyone seems to be watching for stimulus from the Government without realising that there are no stimulus bigger than high liquidity, historically low rates and the need for banks to lend.