Valentis Advisors’ Top Themes
  • WebDesk BTVI
  • May 07 2019

Jyotivardhan Jaipuria, Founder & MD, Valentis Advisors, speaks on whether US-China trade troubles will impact Indian markets. Speaking on sectors, he says he remains overweight on capital goods space currently, prefers capital goods companies which deal in power, machine tools, says consumption space is under pressure at the moment, is currently bullish on financial space, does not see any great surprises in IT space going forward, and says real estate sector may consolidate in the next 2 years.