Lagging Sectors From Previous Bull Market Are Now Leading This Bull Market: Alchemy Capital Mgmt

Market Masters | Lagging sectors from previous bull market are now leading this bull market, says Hiren Ved, Director & CIO, Alchemy Capital Management. He tells Prashant Nair, Sonia Shenoy and Nigel D'Souza that private banks, FMCG, & financial services are the laggards. Cos building AI infra theme doing well, he adds.
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[@muralikalkar3554]

Excellent views from Hiren as always! Stunned to hear what he said towards the very end of the interview, listen from 12:30 onwards!! No wonder I love this Govt ❤

[@dilipkumarghosh5216]

I alway follow the Hiran sir as he guide truely

[@deepeshsao1008]

Infrastructure sector have long gestation period for revenue realisation. We all conveniently forget that it was the Vajpaee ji's Govt from 1999 -2003 which brought in flagship schemes like Golden Qadrilateral and PM Gram Sadak Yojna which ensured the massive growth in rural and infra boom trcikele down from year 2003-2008. So if we really wish to do well as a country then we must have stable Govt for atleast 2 decades and wr all know which political party can do that for Bharat.

[@manjuM-f5v]

What about railway..

[@sujith25in]

Hiren sounds like a topper when he speaks, but his funds are not doing well.

[@himanshuutube]

😊😊 same with Saurabh Mukherjee