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Stocks International Fund Houses Are Buying in This Market Fall ft. Mr. Nishit Shah FM Phillip Capital
Original: ఈ Market Fall లో International Fund House కొంటున్న Stocks Ft Mr. Nishit Shah FM Phillip Capital
Takeaway
International fund houses see India as the decade's winner via capital goods (private capex finally turning) and Indian IT (capex-to-opex spend shift).
Summary
- Phillip Capital fund manager Nishit Shah explains how his team caught the 2015-16 pharma sector decline early via USFDA inspector contacts in the US, and the chemical bull cycle via analysts traveling to China
- India is well-placed for the next decade as competing manufacturing hubs (China — trust issues, Russia — war, Turkey, South Africa) all have problems; Vietnam/Indonesia/Malaysia are too small to compete
- Top themes for international fund flows into India: capital goods/engineering (private capex has finally picked up after 8-12 years), Indian IT (tech spend has shifted from capex to mandatory opex globally)
- Investment philosophy: equity is for diversifying wealth beyond salary/business, must beat real inflation which is well above the official 6-7% (Starbucks coffee vs Rs 10 chai analogy)
- Discusses giving major allocation to Grindwell Norton-type capital goods names as potential Tata Elxsi-type or at minimum 2-3x returners
FII pickscapital goodsPhillip Capital
Original description
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