avendus capital alternate strategies

“Rotation in the sectors will continue to play in 2023. Commodities remain a spot which will probably remain weak for some time. But IT could be the surprise sector if growth starts to see a…

“I am not so excited by traditional plays like L&T or . I am looking more at companies like , as they are probably going to benefit more from the latest capex cycle,” says Andrew…

“One could still play the market for inflation by looking for those companies with strong cash flows, high dividend yields and so forth and so on but our view is that by the end of this…

“I do not think there are inflation-proof stocks. One can look at certain technology companies which might be outside of that but of course the valuations are very high and those are usually…