Podcast Link: https://audioboom.com/posts/7826099
The Nifty50 has rallied by about 70 percent so far in FY21, but there is plenty of action still left as we are in the first round of bull market, Sachin Shah, Fund Manager, Emkay Investment Managers said in The Market Podcast with Moneycontrol.
“We are in the first round of bull run and the IPO which hit D-Street during this phase are usually the quality companies. Most of the companies listed recently are fairly decent quality businesses,” he said.
Shah further added that these are the companies that have the potential along with quality management. They hold the potential for the next few years.
Sachin Shah
Fund Manager, Emkay Investment Managers Ltd.
Sachin is a seasoned fund manager with over two decades of experience in the Indian equity markets. By virtue of his extensive research, Sachin realised early-on the need for a framework in which companies with evasively tricky standing needed to be filtered out very objectively, leading to the development of E-Qual Risk, EIML’s proprietary module which helps us to evaluate and compare listed companies on various aspects of governance. Sachin shares his knowledge and insights through various media interactions across print and digital platforms.