Apart from the fields you just mentioned – NBFC, MFI, and consumption plays – we have recently given the consolidation and ranbound movement seen in the markets recently, there is a field that you think you feel attracted right now, have seen some improvements? Or basically, can there be any other fields or pockets that can act as a safety net for investors, looking at current instability?
Ashwini Agarwal: I mean this is not time to be sector-oriented. At the very bottom, it’s time to take a personal stock approach. Again, in the short term, it is important to angry with the return expectations – but keep your attention on the middle period.
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For example, export of cloth. Naturally, they will hit if these tariffs are imposed, especially for high -contact companies in their sales mix in the United States. If the stock price responds negatively, you may really have the opportunity to buy them. But you have to ride some bad quarters – which is without saying.
So, I don’t think I can identify the broader areas at this time, but I can identify personal stocks. Outside the financial sector, maybe the domestic healthcare seems okay. Some other home use names also look good. Opportunities are unclear from the field perspective, but on the bottom, there are a few attractive elections.
You have shared your views on the pharma space, but the second area that can focus is the electronics, which has seen some exemption for now. A special example is Apple Pal, a manufacturing base in India. Trump is demanding a shift, and yesterday, they were in the U.S. Was committed to big investment. With this whole tariff uncertainty, with pharma, do you think the story of manufacturing and EMS (electronics manufacturing services) in India can be questioned? Can this be a concern for investors?
Ashwini Agarwal: I can’t really say sure because it is not clear whether the tariff is to live here, or if this is just part of the ongoing negotiations between the United States and India. We don’t yet know how the dust will settle.
He said, in the long run, we have to look beyond the immediate tenure. India’s cost gains in manufacturing are real and to live here. If our policy structure continues to support it, finally, water will find its own level-and global manufacturers will get cost-competitive production support. That fact does not change.
Therefore, if this current voice gives us the opportunity to buy EMS companies at a higher price, it will be a reception development. In fact, I have found EMS companies very expensive so far. I have a value bias, so I didn’t really find that space. But yes, if this sound weakens the stock price, it can present an opportunity. In the long run, India’s competitive benefit will remain intact.
Aside from Trump’s comment, what is your WATCH Chalist right now? Not only earning, but maybe Dollar Lar-Rupia or other global markets?
Ashwini Agarwal: At the moment, I really focus on the earning season. I track companies that are improving both quarter-on-quarters and year-by-year-olds in their income, margin and earning profile-the reform seems durable. That stocks will perform well.
Focusing on one theme is to redo -recovery of earnings – groups that have passed through the downside in the last two to three years, but whose earnings are now coming down. Those stocks should do very well. That’s what I’m looking for. I mean that in the overall earning environment, companies that will grow 15-20% of earnings will see significant evaluation expansion. I have my attention right now.
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