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ISHMOHIT ARORA
This is the time to have more asset-heavy stocks & sectors. Ishmohit Arora explains whyIshmohit Arora discusses the shift from asset-light to asset-heavy businesses due to inflation. He analyzes sunrise industries, power trans...- Does the microfinance cycle have more legs? Ishmohit Arora answersThere is still some juice to go because there are still few sectors which look very like reasonably valued, maybe not that cheap like six t...
- 2022 belonged to auto and financial stocks: Ishmohit AroraSo broadly I will say you can classify businesses or stocks into nine categories. There is a very interesting classification given by Mr Pe...
- A new-age investor’s mantra for trumping the stock market“We try to identify sectors which have strong tailwinds behind them. If the future direction of the incremental returns on invested capital...
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