ENVISION CAPITAL

India's economy is expected to experience strong growth in the second half of 2024. This growth will be fuelled by robust public investment and resilient private consumption, supported by strong domestic factors, decreasing inflation, and favourable...

Today, capital growth happens through cash accruals, through equity raising as required, and access to capital markets, so that part is probably going to be so in the future also, except for infrastructure. So, where will financial services then, as...

Real estate agent Mehboob Khan in Amaravati is overwhelmed with messages as land prices surge due to the return of N Chandrababu Naidu and the TDP, with the slogan 'Boss is Back,' indicating a revival in the city.

Noida International Airport (Google Trends): The Noida International Airport CEO Christoph Schnellmann has emphasized a net-zero emissions philosophy. With 580 trees transplanted and an eight-acre forest reserve, biodiversity preservation is a prior...

With BJP bagging 240 seats and NDA 291, a much less than expected results in the polls, investors will be looking forward to reviewing their portfolio, prompting predictions on policy recalibration by experts.

Well, what looks to essentially be the go-to market strategy, if I may use those words, would essentially to look at the defensives. Sectors which have had an extended period of underperformance, which is FMCG, rural plays, IT, pharma, these will em...

It is very likely that these very sectors are going to basically get a fresh impetus. You are right that yes, in term one, these pockets did not yield returns. But in the second term, especially post COVID, we have seen massive returns and I probabl...

Strengthening private capex and boosting employment gains are crucial for escaping the fiscal constrictor knot. Improving global demand and household incomes can provide a potential escape route.

In 2023, Ayush Pathak and Aryan Sharma founded Induced, assisting businesses in automating workflows with AI. Apoorv Singh launched Connect AI with Asta. Himanshu Rajpurohit's startup, Strangify, provides corporate mental health solutions. Dyumna Ma...

Nilesh Shah predicts ABB, Siemens, L&T's continued dominance in EMI. Key players like Hitachi Energy, KSB, and TD Power drive sector growth. India aims for a $10 trillion economy, focusing on diverse sectors.

Nilesh Shah discusses India's economic trajectory, comparing it to the US and China. Shah says: "The template should be what the United States has done over 50 or 100 years rather than what China has done over the last 10 or 20 years." He highlights...

Subramanian envisions India's growth potential, projecting an $55 trillion economy with 8% growth. He emphasizes the significance of policy reforms, formalisation, and digital infrastructure in sustaining economic momentum towards a prosperous futur...

Nilesh Shah discusses opportunities in the manufacturing sector, consumption themes, specific stock recommendations, and the potential for outperformance in PSU stocks, private banks, automobile companies, and specialty steel investments. He also sa...

Nilesh Shah anticipates largecap IT decline, supports specialised technology services growth. He believes online consumer or the online fintech space are the businesses which are making rapid strides. While acknowledging market froth, advises agains...

Post-May, FIIs will see India as the next stable place for five years. Unlike China, India is still part of an EM allocation, but that may change soon. The government's fiscal prudence and focus on mid-income housing are positive for the market. Pri...

“I still think midcaps and smallcaps are the place to be. That universe is expanding. So do not be deterred by the up move that we have seen in the last six months and say that as midcaps and smallcaps have gone up, do not be in them. Just be overwe...

“The manufacturing pack is up for good times. A lot of reforms have happened in the last five to seven years which have benefited the manufacturing companies. I think a lot more will be done in terms of reforms. So, manufacturing is one great place ...

"India's time has come and sees the country's economic growth as a starting point, with most companies positively surprising on earnings despite cost pressures." However, "there are three headwinds: crude oil's rising prices, commodity costs pressur...

Investors who understand the business models of companies and see a clear path to profitability and revenues over the next few years should invest in high-growth companies like Zomato, Paytm and PolicyBazaar, says Nilesh Shah, CEO of Envision Capita...