September 28, 2024
Emkay’s Kashyap Javeri quite bullish on digitisation, automation, AI theme
Global tech spends are likely to grow to 5 percent of revenues by 2030 (vs 3 percent today) and of this >50-60 percent will be spent on digitization and automation
0 Comments5 Minutes
September 27, 2024
FMCG, Auto, BFSI sectors still offer growth at reasonable valuations, says Kashyap Javeri of Emkay
Sectors like FMCG, automobiles, BFSI, and chemicals still offer growth at reasonable valuations, presenting investment opportunities in the current market, says Kashyap Javeri of…
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May 15, 2023
The rising tide in equities may not raise all the boats, according to Kashyap Javeri
Javeri believes increased focus hereon will be on the companies’ ability to be resilient to any external shocks and take advantage of India’s structural demand rebound.
0 Comments5 Minutes
November 3, 2022
India may be expensive, but offers better EPS growth over FY23-25
One can keep a sector-specific approach while selecting stocks. A largecap focussed portfolio looks interesting and some mid-cap and small-cap companies can also be added,” says…
0 Comments9 Minutes
April 23, 2021
These 3 factors will help corporate earnings in coming years
We see multiple triggers to earnings growth as we move into the next 2-3 years.
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February 15, 2021
Scope for upgrade in financials; CRAMs can be multi-year growth story
Kashyap Javeri believes given the increase in spending on IT locally as well as globally, IT could be a multiyear spending story.
0 Comments7 Minutes
