Karma Capital’s Ekta Mehta shares insights on mid & smallcap opportunities, FII mindset, & investment ideology
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Market-beating Strategy
Ekta Mehta, portfolio manager, Karma Capital shares the firm’s investment philosophy that helped give index-beating returns to clients across strategies.
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“GARP” Philosophy
For Karma Capital, the philosophy of GARP or “growth at a reasonable price” remains the same across its strategies, and the approach of identifying investment ideas through bottom-up, fundamental and first-hand research remains at the core.
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Fatigue in Mid/Smallcaps?
While a sharp run up in small and midcap stocks has turned valuations of some of the names a bit stretched, there are still pockets of opportunities available, given the breadth and depth of the Indian market.
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FII Mindset
While global factors will continue to drive foreign capital flows, FIIs are wanting to increase the India allocation within the basket of emerging markets which can incrementally add to the foreign inflows.
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Pharma Sector At Play
There are plenty of opportunities in healthcare as valuations are not demanding and companies are executing very well. The pharma sector is positioned where FMCG companies were 10 years back with secular growth opportunities ahead.(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of Economic Times)