"Even decent results are going unnoticed. Take the Infosys and Axis Bank results where the outlook going forward is bullish, but the stocks are down.
They differ slightly from direct equities and other conventional investment avenues
https://www.cnbctv18.com/market/stocks/froth-in-small-mid-cap-space-has-to-be-corrected-be-very-selective-in-
https://www.freepressjournal.in/business/zomato-ipo-opens-today-valuations-for-such-firms-discount-futuristic-growth
The IT sector continues to show strong demand and momentum, driven by large deal wins and the thrust on digitization. By ARUN MALHOTRA
Arun Malhotra says: "My biggest investment in life has been belief in the philosophy of striking the right balance between family, health and career."
https://economictimes.indiatimes.com/markets/stocks/news/largecap-focussed-pmses-lagged-in-april-midcap-specialists-fared-better/articleshow/82546034.cms
India will remain one of FIIs’ favorite investment destinations. Economic activity hit by second wave of Covid is bound to recover as the crisis recedes
Arun Malhotra is founding partner & portfolio manager, CapGrow Capital Advisors Ltd. Views expressed are the author’s own.
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Top 5 performers - June, 2020
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Arun Malhotra – an all-rounder PMS fund manager
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