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ARVIND SANGAR
Budget 2015 may bring some clarity on REIT: Arvind Sanger, Geosphere Capital ManagementCandidates for REITs, would be big beneficiaries in terms of the valuation unlocking on that side of the business, says Arvind Sangar.- Financial space to perform well over the next 12 months: Arvind Sanger, Geosphere Capital ManagementThere was a lot of chalk and cheese in this financial sector between companies that still saw NPA situation getting worse and those have se...
- Keep an eye on Defence sector with 3-4 year view: Arvind Sanger, Geosphere Capital ManagementDefence is something to keep an eye on with a three-four-year view, there are going to be potentially some big beneficiaries of it.
- Bearish on oil and gas space: Arvind Sanger, Geosphere Capital Management“Decontrol” remains decontrol in name only and there is clearly a grave reluctance on the part of the companies to raise prices.
- No follow-through by government on market optimism: Arvind Sanger, Geosphere Capital Managementwhen you have an improvement in confidence, you see reasonably short order a follow-through in the economy and this time, this does not see...
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