In a recent conversation, Hiren Ved, the Director & CIO of Alchemy Capital Management, and Sunil Singhania of Abakkus Asset Manager LLP came together to discuss Markets in Samvat 2080, along with Niraj Shah and Tamanna Inamdar from BQ Prime. Hiren expressed a strong belief in the resilience of the Indian economy. When talking about market valuations, he mentioned that India is neither cheap nor expensive, but is trading at a reasonable premium. Hiren remains positive on manufacturing as a long-term theme along with defense, electronic manufacturing, and specialty chemicals. He also sees opportunities in select discretionary small-ticket consumption. Click here to continue watching the full conversation https://lnkd.in/dTyEp4na What are your thoughts on these insights? #alchemycapital #sunilsinghania #abakkus #samvat2080 #indianeconomy #marketvaluations #manufacturing #defense #electronic #specialitychemicals #discretionary #consumption
