Despite a favorable macroeconomic environment in India, driven by fiscal prudence and controlled inflation, corporate earnings growth is sl...

India saw substantial foreign investment inflows starting in March. This was due to a weaker dollar and higher risk tolerance. Jigar Mistry...

Jigar Mistry of Buoyant Capital favors healthcare, materials, chemicals, and banking sectors, preferring large-cap private banks over PSU b...

Jigar Mistry of Buoyant Capital notes a dichotomy in the Indian market: strong macro indicators contrast with elusive earnings recovery, pa...

While the US tariffs on China might seem beneficial to India, Jigar Mistry of Buoyant Capital warns of potential trade displacement. China ...

Jigar Mistry of Buoyant Capital discusses the Indian market's potential upswing, cautioning against oversimplification due to global factor...

Jigar Mistry has adjusted his portfolio by shifting from capex-heavy stocks to consumption and BFSI sectors, favoring large caps over small...

Jigar Mistry of Buoyant Capital elaborates on the post-COVID market trends, attributing retail investors’ unprecedented wealth to the volat...

I think that dislocation is due for a correction, which means that a private bank space and a select few PSU banks is something that we are...

But I think what is really transpiring within some of these spaces, people are trying to say, for example, some sectors in railways or some...

So, clearly you are seeing sectors like say real estate, utilities and industrials where the sectoral growth has been faster than the earni...

Mutual funds, if you look at the smallcap number of folios, that has gone up 4x in under three years. We have now more smallcap folios than...

Jigar Mistry of Buoyant Capital highlights how flows outweigh fundamentals in the market. Caution needed due to smallcap rally driven by ne...

“If we take 25% of a drawdown as a particular pullback or start of a new cycle, then arguably we are in the second best smallcap rally sinc...

The first part is that if you look at the differential between repo and the FFTR, upper bound, then that is today at 125 basis points. Now,...

Within the space, the player that we do own is a company called Satin Creditcare. It is around one of those smallcap with Rs 1,000 crores m...

“Banking still remains an interesting space because historically the rise in interest rates are followed by rising NPAs. We have to look at...