Posted 10/25/2023, 2:13:00 AM
India an Attractive Long-Term Bet Despite Q2 Earnings: Nepean Capital's Trivedi
- India is best long-only market in world due to domestic investor inflows, per Gautam Trivedi of Nepean Capital
- Trivedi sees banks as attractive investments now despite Q2 earnings misses
- He raises concerns about competition in NBFC sector, especially with Jio's entry
- Opportunities abound beyond Nifty 50 in emerging sectors, vast small/mid-cap universe
- Interview covers Nifty, mid-cap support levels as markets digest Q2 earnings, geopolitics
