“I believe the game is just starting. In consumer companies, once you cross Rs 100-crore profit mark, in the next three-four-five years, ty...

We believe the global inflation has peaked both on energy prices as well as container prices. Throughout 2023, we will see inflation fallin...

The PMS carefully picked shares of asset-light companies that had reinvestment moats.

It is very difficult making and then holding on to your gains in infra stocks, says Amit Jeswani.

For next 2-3 years, when you have good quality, good governance and growth, keep chasing those stocks.

In a bear market, one needs to look for quality and growth and avoid junk at all cost.

In a bear market the margin of safety lies in the integrity of the promoter: Amit Jeswani

Consumption should do well in the next four-five years, says Stallion Asset CIO.

This year it is better to stay with the quality 25-40 stocks in the market, says Amit Jeswani.

Some delta trade can happen in PSU banks but you must have Kotaks and HDFCs, says Jeswani.

We are in the 14th month of bear market and in India, this cycle lasts only 15 months, says Jeswani.

Could Reliance replicate the success of FANGs in India as big money can be made in digital space?

“We chase alpha and we manage risks. You would not get a 40-50 compounder again in Sun Pharma.”

Steel stocks could rally 100% in next one year, says the Stallion Asset CIO.

“For long term, real estate will create a lot of alpha for investors.”

“We are looking at stocks that will grow for the next three-four years.”

“Till FY19, invest in high quality infra cos, road construction cos, which can create 50-100% returns in next one year.”