Top Sectors for Growth and What to Avoid | Sundaram Fund Managers | The Alternates Universe | EP 12
Watch now to uncover which sectors are set to thrive and which to avoid. This video explores structural growth drivers, key market trends, and industries facing near-term challenges. Whether you're a seasoned investor or just starting out, you'll gain valuable insights to guide your sector allocation. Discover contrarian opportunities before the market catches on. Stay informed and invest withย confidence.๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ฉ๐๐๐ค๐๐ซ๐ฌ:
Darshan Engineer is an experienced investment professional with over 16 years in financial markets, including 14 years in equities and 2 years in credit ratings. His investment career spans across leading PMS and AIF platforms such as Alchemy Capital, Karma Capital, and Valuequest, with a focus on small and mid-cap strategies. Known for his strong bottom-up research capabilities, Darshan brings deep sectoral expertise across consumer discretionary, auto & auto ancillaries, pharmaceuticals, chemicals, and information technology. His approach combines detailed financial modelling with a strong understanding of business fundamentals. An MBA in Finance from Jamnalal Bajaj Institute of Management Studies and a Computer Science engineer from Mumbai University, Darshan has also held leadership roles in credit research during his stint at CRISIL.
Sandeep Tulsiyan is a seasoned investment professional with over 17 years of experience in equity research and portfolio management. His sectoral expertise spans capital goods, defence, consumer durables, cement, and auto ancillaries. Recognized for his strong analytical acumen, Sandeep has been consistently rated among the top analysts in the Asia Pacific region for delivering alpha-generating investment ideas. He is known for his deep research insights, strategic foresight, and ability to identify long-term wealth creation opportunities. Before joining Sundaram Alternates, Sandeep played a pivotal role at JM Financial, where he contributed to several marquee capital market transactions, leveraging his extensive corporate network and deep understanding of the investment landscape.
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๐๐จ ๐๐จ๐ฅ๐ฅ๐จ๐ฐ ๐ฎ๐ฌ ๐จ๐ง ๐จ๐ฎ๐ซ ๐ฌ๐จ๐๐ข๐๐ฅ ๐ฆ๐๐๐ข๐ ๐ฉ๐๐ ๐๐ฌ:
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#SectorAnalysis #InvestingInsights #MarketTrends #StockMarket2025 #GrowthSectors #InvestmentStrategy #ContrarianInvesting #StockMarketTips #LongTermInvesting #FinancialEducation #SmartInvesting #MarketOutlook #EmergingSectors #pmsbazaar Receive SMS online on sms24.me
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